Posted by NaiveInvestor > 2021-09-26 11:03 | Report Abuse

I reckon one need to narrow the term EV when it comes to investing. I was told by a supplier to EV manufacturers that in 5 years, all cars will be an EV. Theoretically you take the existing engine from a Proton and replace with a battery run one, we have a Proton EV!
Many international funds are averse to EV manufacturers today. Instead they advise investing in companies involved in the manufacture of component for EVs. This is wide reaching as it would cover batteries, electronic control units, the semiconductor makers etc.
In the context of Genetec, they supply automated production lines for battery cell and automotive components going into E-mobility application such as electronic control units (ECU), sensors, braking system etc. Am sure there are other players like Greatech etc
But moving forward, the key word is “autonomous”. From a Malaysian context, which are the companies involved in the supply chain for self driving autonomous. Don’t underestimate the semiconductor players like MPI, Inari

Posted by Zachzach > 2021-09-26 13:09 | Report Abuse

Go 40-44 the new week

Posted by Mr.Sm Invest123 > 2021-09-26 15:41 | Report Abuse

PMBTECH had double its production from 36,000 mtpa to 72,000 mtpa up to now, up to its 2nd phase project expansion from 4 phase development of 64 hectares ..

ADVANTAGES OF PMBTECH SILICON

Logistic Cost Advantage : Strategically located between the East and the West, Malaysia is located at the straits of Malacca, home to Singapore Port & Port Klang, Malaysia, two of busiest port in the world where shipping rates are favourable.

Locally Sourced Raw Material : Malaysia has readily available raw material which ensures consistency in supply.

Abundant Green Power Supply : Blessed with high rainfall and an abundance of rivers, Sarawak provides affordable, renewable energy through hydropower developments .. 1st hydroelectric plant (HEP) at Batang Ai (108 MW) in 1985, with Bakun HEP in 2011 (2,400 MW), followed by Murum HEP in 2014 (944 MW). Baleh HEP is still under construction & expected to be commissioned by 2025. That will make total capacity 3,452 MW.
source : sarawakenergy.com

CHINA SUPPLY OUTLOOK
Silicon & Aluminium price on a tear

Both silicon & aluminium price soars to their 3-year high. While global solar energy demand drove the recovery from March lows, it was actually news about China changing their environmental policies that fuels the price trend.

China produces more than 50% / 60% of the world’s aluminium / silicon. As mentioned earlier, it takes a great environmental toll to produce these materials. Now that China pivots its environmental concern policies, coal-fired power plants will be discontinued hence potentially shrinking production rates and altering supply-demand balance outlook.


SILICON AS AN ESSENTIAL MATERIAL FOR SOLAR & EV ECONOMY

Solar – The basic component of a solar cell is pure silicon, which also has been used as an electrical component for decades.

Polysilicon (a purer form of silicon) is in acute shortage because of vigorous solar module demand. Over 90% of the current solar cell market is based on silicon currently.

Electronic Vehicles (EV) – Elon Musk announced that Tesla will use more Silicon to replace Cobalt in producing its batteries for its future generation models.

The strategy poise to make Tesla EV a lot more affordable and is seen to be adopted by other EV battery vendors.

AGGRESSIVE CAPACITY EXPANSION

PMBT is undergoing an aggressive expansion plan to meet the world’s silicon demand is impeccable.

Located in Samalaju Industrial Park in Bintulu, Sarawak, it had double production capacity from 36,000 mtpa (1st phase) to 72,000 mtpa (phase 2), current phase.

The co.’s corporate plan indicates that the plant size is of 64 hectares and is suitable for 4 phases of development.

TRADE WAR

Trade war distorts the global supply chain. PMBTECH stands to capture higher market share as a neutral Malaysian producer.

Meanwhile the company’s markets are mainly in Europe and America where there are trade barriers against the Chinese suppliers.

CATALYST

Solar and EV drives silicon demand

Production capacity expands by 2x in 2021

Tesla battery revolution drives more silicon for anode material

Trade war for higher market share
25/09/2021 10:23 PM

Posted by Vaccineyes > 2021-09-26 17:02 | Report Abuse

Hope all tech companies flourish tomm

Posted by Bgt 9963 > 2021-09-26 17:51 | Report Abuse

tech and semi-con stock are reaching penthouse....!

Posted by Zachzach > 2021-09-26 23:13 | Report Abuse

Genetec the super dragon will fly over 40 this new week

Posted by Vaccineyes > 2021-09-27 09:27 | Report Abuse

41 today

Posted by Benhobenhobenho > 2021-09-27 10:22 | Report Abuse

U will have to be brave like a lion to go into this counter at this price.

Posted by Thks1956 > 2021-09-27 10:45 | Report Abuse

Those chicken shit can stay out, this is not for you. Institutional investors are already in

Posted by Benhobenhobenho > 2021-09-27 11:22 | Report Abuse

Actually one don't really know the real value of this counter, it can go up to even 100 n it can crash to the price where it started that is less than 2rm. That's the reason I say one need to be brave. Like gambling, if u win, win a lot but what if lose??

Posted by Benhobenhobenho > 2021-09-27 11:24 | Report Abuse

A good example is euro. Goreng till rm5 + n today's price at 0.56. what a big difference

Posted by Thks1956 > 2021-09-27 12:41 | Report Abuse

Welcome to casino de bursa

Posted by InterFund > 2021-09-27 12:59 | Report Abuse

Who stucked RM40......................??

Posted by InterFund > 2021-09-27 13:00 | Report Abuse

TP RM1 intact...............

Posted by Vaccineyes > 2021-09-27 13:50 | Report Abuse

Last chance buy below 40.grab it

Posted by InterFund > 2021-09-27 13:55 | Report Abuse

Employee can get RM1.37 you all dumbass chase until RM40.....................................?

Posted by wiser_dude > 2021-09-27 14:20 | Report Abuse

Interfund - so what employee gets 1.37? Only 37000 shares , whats big deal? U want esos go and join genetec lorr

Posted by Bgt 9963 > 2021-09-27 14:29 | Report Abuse

Waiting at the penthouse..

Posted by Vaccineyes > 2021-09-27 14:39 | Report Abuse

This shows the caring nature of Genetec towards their employee

Posted by calvintaneng > 2021-09-27 14:53 | Report Abuse

China got eletricity problem

Tesla production will be affected

Better sell Genetec

Go buy jtiasa, bumi armada or azrb as oil is going up

Posted by PROFIT2020 > 2021-09-27 14:55 | Report Abuse

?

Posted by PROFIT2020 > 2021-09-27 14:56 | Report Abuse

This group FOR GENETEC..

Posted by calvintaneng > 2021-09-27 14:59 | Report Abuse

This group?

This group will be trapped like a group of mouse if still don't stay away

See https://www.youtube.com/watch?v=EKieneReLcY

Posted by shawn5107 > 2021-09-27 15:04 | Report Abuse

run

Posted by Vaccineyes > 2021-09-27 15:48 | Report Abuse

Just some correction. Price steady at lower end of 30

Posted by Vaccineyes > 2021-09-27 15:48 | Report Abuse

Bull run coming soon

Posted by PROFIT2020 > 2021-09-27 16:02 | Report Abuse

Yes

Posted by PROFIT2020 > 2021-09-27 16:02 | Report Abuse

40 45 50 60

Posted by PROFIT2020 > 2021-09-27 16:49 | Report Abuse

Relax dulu…

Posted by Great80 > 2021-09-27 16:54 | Report Abuse

Hahaha....ppl here sikit...sikit..run....better u all run terus lo......atleast will hv a peace in tis forum...

Posted by InterFund > 2021-09-27 17:01 | Report Abuse

GENETEC esos buyers are laughing RM1.4 million to the bank...........................

Posted by Bgt 9963 > 2021-09-27 17:05 | Report Abuse

Penthouse is waiting...!

Posted by Thks1956 > 2021-09-27 17:11 | Report Abuse

Run lor, tmr onwards will be flat, then will shoot up from Wednesday onwards…. We will wait and see, the same trend repeats itself so many times in genetec

Posted by Thks1956 > 2021-09-27 17:11 | Report Abuse

We are buying the future…. EV

Posted by Up Slowly Better La > 2021-09-27 17:16 | Report Abuse

Topglove bubble in making?

Posted by PROFIT2020 > 2021-09-27 17:27 | Report Abuse

Above 37 still ok… tmrow.. 3% up till thursday

Posted by WinBigTrend21 > 2021-09-27 17:31 | Report Abuse

Bubble will come one day but not so soon... may be by 2030... its sunrise industries not sunset.

Posted by InterFund > 2021-09-27 17:43 | Report Abuse

Really want EV go buy TENAGA.................. got partnership with DHL.................... not some cinama con counter that give ESOS RM1.37, when the market price is RM40................................

Posted by HamsterHuat > 2021-09-27 17:50 | Report Abuse

why sour grape...?
go work for Genetech lah...
sure can buy ESOS...

not happy sell of Genetec and don't look back anymore.

Posted by Thks1956 > 2021-09-27 18:14 | Report Abuse

Cimb-cgs already outlined clearly why Genetec deserves higher TP. If you haven’t read, please go read. Don’t trust these part time cyber troopers and haven’t even finished schooling

Posted by gozilla88 > 2021-09-27 18:16 | Report Abuse

good future stock can keep for long term

Posted by williamtkb > 2021-09-27 21:17 | Report Abuse

Still can go above rm50? If can, later JPM coming to short selling again from rm49.

Posted by Vaccineyes > 2021-09-27 22:51 | Report Abuse

Tomm high and sustained opening. Genetec boleh

Posted by Vaccineyes > 2021-09-27 22:51 | Report Abuse

Buy call

Posted by Gannina > 2021-09-27 22:55 | Report Abuse

DickyMe4 "Stock [GENETEC]: GENETEC TECHNOLOGY BHD
Announcement Date 23-Sep-2021
Listing Date 24-Sep-2021
New type/class? No
Type ESOS
Details Exercise options under Employees' Share Option Scheme
No. of shares issued 37,000
Issue Price Malaysian Ringgit (MYR) 1.370
Par Value - 0.000
Total NOSH 51,486,700"

=============================================

ESOS @RM 1.370????
Market price : RM 39.50 (as shown at time of writing)

37000 x RM 1.37 = RM 50,690 ++

If sold at market price

37000 x RM 39.50 = RM 1,461,500

Untung atas angin = 1,461,500 - 50690 = RM 1,410,810 !!!!!



Waaaa..instant profit ....SC mata buta kah atau sudah kena beli?

Posted by Benhobenhobenho > 2021-09-27 23:23 | Report Abuse

A bird in hand is worth two in the bush as the saying goes. U never know when the price will drop n once it drop, it can be very steep. It's always better to take profit while price still high.

Posted by calvintaneng > 2021-09-27 23:34 |

Post removed.Why?

Posted by HamsterHuat > 2021-09-27 23:58 | Report Abuse

Share is tightly control lah...
Genetec NOSH is 54 million ...right?

if major shareholder still Genetec management or afflilated to current Genetec..
The current price now at Rm37 seem consolidating......before another BooM to rm40 in near future...

Posted by NaiveInvestor > 2021-09-28 07:47 | Report Abuse

I do agree that the share price appears lofty; I have sold partially and whatever I am still holding is pure profit. I do not view low esos exercise price as a bad thing as esos is for all the staff who had contributed to the success of Genetec. From the AR, you will sew that most of the management team members had been with the company for 15-25 years. Also you need to ask yourself the sustainability of the business model. They are an important component of the supply chain for Tesla batteries production, and also have contracts for other e mobility component. So if you believe this is the era for EV batteries & autonomous EV , this is just the beginning for genetec.

Posted by Vaccineyes > 2021-09-28 08:06 | Report Abuse

EV business booming in US and China. So future is bright