Hi Airell, oh no I was just responding to Ansonliew's comments. You have to read further back all the comments posted that he/she pulled out from his back just to diss CMS.
If based on most " conservative " forward eps 16 x average pe 13 , the fair value in June 2022 will be rm 2.08, today closing 1.25, think about that......
unless n until we get a good favourable 4th quarter or some good announcement, this counter will face a tough time moving up, now its more of investment sentiments, and the CMSB directors to the stakeholders and shareholders to improve the share price
OM Sarawak smelting plant has a design capacity to produce about 200,000 to 210,000 tonnes of FeSi per annum and 250,000 to 300,000 tonnes of manganese alloys per annum. Initially, 10 of the furnaces were allocated to produce FeSi and six others to produce manganese alloys.
As at Dec 31, 2021, six furnaces each were producing FeSi and manganese alloys, including siliconmanganese (SiMn) and high carbon ferromanganese (HCFFeMn). The other four FeSi furnaces were idle, waiting to be converted to produce manganese alloys and silicon metal.
(FeSi is commonly used in ferrous foundries and steel industry whereas silicon metal is often used for aluminium,aluminium alloys and the chemical industry.)
OM Sarawak also owns a sinter plant that has a design capacity to produce 250,000 tonnes of sinter ore per annum. The new plant is currently on trial production.
OMH said the hiring of new Chinese skilled workers remains a challenge due to the strict Covid-19 protocols implemented by both the Chinese and Malaysian authorities.
“Chinese authorities have also slowed the issuance of new Chinese passports to restrict overseas travel and employment. The long mobilisation lead time due to the slow pace of approvals and the resumption of scheduled foreign workers’ home leave rotations thus continues to impact total realisable capacity, albeit to a lesser degree given that major furnace maintenance and conversion works have been planned in 2022.
“Given that 12 out of 16 furnaces remain in operation, the production run rate is still expected to decrease in the short term before recovering in the later part of 2022,” it added.
In 2021, OM Sarawak recorded production of 131,059 tonnes of FeSi and 216,539 tonnes of manganese alloys.
Production volume for Fesi and manganese alloys climbed by 8% and 5% to 36,134 tonnes and 62,405 tonnes respectively in the October-December 2021 quarter from 33,453 tonnes and 59,307 tonnes respectively in the July-September 2021 quarter. This was mainly due to the gradual re-commencement of operations in early July after the temporary suspension of the plant in late May due to the pandemic-related issue.
“FeSi production and manganese output achieved 68 tonnes and 109 tonnes per operation day, exceeding the nameplate daily production capacity of 55 tonnes and 90 tonnes per production day respectively.”
In 2021, OM Sarawak sold 113,783 tonnes of FeSi and 203,938 tonnes of manganese alloys as well as 7,132 tonnes of manganese sinter ore.Separately, in an OMH-Investor presentation RHB Small Cap conference last week, the company said it has planned for capacity expansion at OM Sarawak for
KUCHING: Istilah yang sesuai dalam Bahasa Kebangsaan bagi nama jawatan Ketua Menteri Sarawak yang dicadang ditukar kepada 'Premier', menjadi topik perbahasan pada hari kedua Persidangan Dewan Undangan Negeri (DUN) Sarawak, hari ini.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
yangyang330
51 posts
Posted by yangyang330 > 2022-01-21 22:37 | Report Abuse
我也很想知道为什么,无论pe,roe,dividen,股价都那么美,又是沙劳越的龙头老大,4个季度都大赚钱,为何不起还跌?why ,why,tell me why