https://klse.i3investor.com/web/blog/detail/targetinvest/2024-11-21-story-h474724767-SHORTSELLER_TARGETING_ON_LCTITAN_NOW_CAN_A_POTENTIAL_ASSET_SALE_IN_LCTIT

My opinion

I steady punya. Continue hold him until die together.

Now lctitan got shortselled by IBs.. those who come out with damaging report will be the one doing it.

Last time airasia did kena shortsell from rm3 until below rm1. After that, go back up fiercely again. In next 6 mths

So look at next 6 mth, around april may june 2025 already

The only issue is wong thean soon did not buy into censof.. if not will be rm1 already

Every month also got 1 or 2 contract but tak mao move.. waiting to move then limit up ah?

I believe long term is 60 cents..
When einvoice become matured and adoption rate on 90%, the revenue will be strong against fixed overhead..
Looking at least 30% net profit margin from all this software sales

With a solid dividend plan, institutional player will be coming in for sure

Sell to u at 40
Buy back from you 30

25% gain

Waiting petros petronas development to see more action in petrolchemical industry

Shark is killing off more retailer until they cannot tahan and cut cut cut.. that time will up up up

Need to see hsr development progress go about..

If china financing on, route is confirm.. then probably got show in next 12 mths

Got promote.. in telegram promote 0.98.. tats why go up lo

Yea those 2 are good target.
But petronas issue on Sarawak and Pchem aggressive state of acquisition definitely put this into more excitement.
Ofcourse please do not all in.. only invest what you can afford.

Yea.. have to thicken my face skin to reveal the potential value

Yea.. ipo sucker get whack.
But now is not ipo.. now is fell so much until got something exciting to be seen about

At 6.50, i will not buy
But at rm1, that is another whole new story

The last time they did it, the privatize titan, then bought a few other chemical factory and company, then packaged it as a much bigger size chemical factory, only do IPO. So it is not just a delist relist flip. In between got merge in a lot of other factory.. well, it is a rich man game of IPO..

Plant can be modify to produce other in demand chemical, for example energy storage chemical.
Pchem did it for the gebeng kuantan plant, u saw right?

Also can indirectly have ownership on 51% LINE plant at indonesia

Sslee..
Can tell why Pchem aggressive buying of chemical company in past 4 yrs?
Sarawak side revenue affected?
Lctitan potential target ?

Tat is great news.. bad news is good news as long as the future is not going to remain the same.
I invested in m&g at 7 to 8 cents, classify as pn17.. now is 30+ cents
Wad u see is now, wad u didnt see is future

I am invested in lctitan around rm1.00 before he went to rm 1.40
Now drop back but i am still invested because i believe can go above rm2

https://www.mckinsey.com/industries/chemicals/our-insights/petrochemicals-review-where-we-are-now-and-where-were-going

worth looking at lctitan

https://klse.i3investor.com/web/blog/detail/targetinvest/2024-08-31-story-h468114111-I_INVESTED_IN_LCTITAN_FOR_5_REASONS_AND_THE_LAST_REASON_JUST_GAVE_MY_INV

chemical outlook to improve

https://klse.i3investor.com/web/blog/detail/targetinvest/2024-08-31-story-h468114111-I_INVESTED_IN_LCTITAN_FOR_5_REASONS_AND_THE_LAST_REASON_JUST_GAVE_MY_INV

Lctitan, Pchem competitor
Will Petronas take lctitan under it's roof?

https://klse.i3investor.com/web/blog/detail/targetinvest/2024-08-31-story-h468114111-I_INVESTED_IN_LCTITAN_FOR_5_REASONS_AND_THE_LAST_REASON_JUST_GAVE_MY_INV

https://klse.i3investor.com/web/blog/detail/targetinvest/2024-08-31-story-h468114111-I_INVESTED_IN_LCTITAN_FOR_5_REASONS_AND_THE_LAST_REASON_JUST_GAVE_MY_INV

Sitting on support line.. cheap valuation below rm200m
good opportunity to invest for 6 mths

https://klse.i3investor.com/web/blog/detail/targetinvest/2024-08-28-story-h-153211856-CENSOF_GET_HEADSTART_ON_EINVOICE_FROM_OTHER_LISTED_PEERS

1 trick use 2 time? So easy meh

Train starting to move

Petronas Chemical did buy over BASF PETRONAS plant in gebeng kuantan, did remodification and producing another kind of chemical for export to Europe..
The same can be done to LCTITAN existing plant, just need some remodification.

News of Lctitan up for sale is well known circulating in the industry, as well as IBs match maker.
Just a matter of price tag.
Petronas eagerness to expand more to downstream espescially specialty chemical make them very possible for a handshake now

LCTITAN - looking for a buyer in a niche industry with integrated complex only able to see operational profit

Petronas - lose of revenue and income from handing over Sarawak oil and gas business to PETROS. In search for asset to replace lose of income and revenue, and plan to put emphasize into specialty chemical. LCTITAN fit directly into the missing jigsaw puzzle of Petronas..

Will the 2 shake hand?

https://klse.i3investor.com/web/blog/detail/targetinvest/2024-08-12-story-h-154284359-LCTITAN_A_POTENTIAL_MISSING_PIECE_OF_JIGSAW_PUZZLE_FOR_PETRONAS

Slow and steady .. jangan heart attack

Latest check ifcamsc not even submit yet..
Censof already accredited..
Adb ygl panda agmo awantec in progress..

Ifca hilang ke mana ?

You can bet he Become a titan or become a titanic..

Why panda stronger than censof? Censof also banyak kuat la

Today censof took in a lot of transaction at 0.37..
Guess big action going soon?

Very potential. Assuming all impairment done kao kao already.
Result coming end july or beginning august

Censof affliate - storecove, already accredited.. so their balance system also should be no problem moving forward, after all censof is pioneering einvoice in singapore

Waiting accreditation from mdec.. then will boom up.. all looking now

AI --> DATA CENTER (MICROSOFT, GOOGLE, APPLE) --> HARD DISK (SEAGATE, WESTERN DIGITAL) --> HARD DISK PARTS SUPPLIER (NOTION, DUFU, JCY) --> SUPPLIER FOR HARD DISK PARTS SUPPLIER CNC MACHINE DRILL HEAD (HPMT)

HPMT main raw material is tungsten

1. When IPO around 2019, tungsten price fell, and hence HPMT profit margin is big.

2. However, after post covid, manufacturing pick up, and there is also war between Russia Ukraine. Demand in Tungsten shoot up as ammunition is made of tungsten

3. Current global situation is tungsten's demand out strip the supply by around 10%, hence tungsten price remain elevated.

Why TUNGSTEN price will go down in starting 4q 2024

1. CANADIAN miner ALMONTY already in advance staged of completion in one of the finest tungsten mine in South Korea.

2. The mine is 3 times purer than China, and can produce up to 50% of China output.

3. Tungsten price will reduce when mine start operation in 4q 2024.

4. HPMT profit margin will greatly improve back by high demand from CNC machinery, and low raw material price

Hpmt supply drill head for CNC machine.
Notion dufu jcy CNC machine operating 24/7 to drill hdd base plate.

More drill head needed.. good for hpmt

Drilling up..
Shud be able to follow notion dufu jcy trend..

Targetinvest will help u push to 0.75 first.

The other 0.75, master push to 1.50

Rm1 ah.. hahaha

My target for immediate short term will be around rm 1.50 to rm 1.60

Then when factory utilization rate start to kick up (current is 65%), then will be able to go rm 3

Join my telegram to get more latest and fastest news update for free

Investor must be thinking why lctitan is a stock to invest despite 7 8 quarter of reddish result..

Here you can know why lctitan can turnaround with hydrogen export

https://klse.i3investor.com/web/blog/detail/targetinvest/2024-06-05-story-h-159878307-HOW_MUCH_HYDROGEN_CAN_1_MOLECULE_OF_TOLUENE_CARRY_HOW_MUCH_TOLUENE_IS_N

Rm 2.5