Posted by Hafid > 2021-09-15 15:24 | Report Abuse

buy below rm1.40 to rm1.80 is strong buy.

Posted by Jaycee89 > 2021-09-16 12:29 | Report Abuse

Hafid , when can 1.40? need you to throw ticket to first TP 1.8 first. Please help

Posted by zildjian > 2021-09-16 17:11 | Report Abuse

lol

Posted by Jaycee89 > 2021-09-17 16:06 | Report Abuse

Gogogo ! My first TP 1.8!!!!

Posted by lotuseater > 2021-09-18 17:33 | Report Abuse

Two jokers

Posted by Hafid > 2021-09-19 20:51 | Report Abuse

I HAVE NO MSC AT THE MOMENT. SO DO NOT KNOW WHEN TO REACH THE 1.40

Posted by Jaycee89 > 2021-09-22 09:10 | Report Abuse

We pray hard , my TP almost near

Posted by stonest > 2021-09-22 16:25 | Report Abuse

Last week, UOB set a TP of RM3.02. To the moon!

Posted by BursaRangers > 2021-09-22 21:34 | Report Abuse

https://klse.i3investor.com/blogs/BursaRangersTechnicalPicks/2021-09-22-story-h1571676000-BursaRangers_Daily_Technical_Picks_23_September_2021.jsp

Posted by Goldberg > 2021-09-27 09:42 | Report Abuse

StoreDot accelerate to fast-charging eVs with silicon and tin

Pioneering lithium-ion battery start-up StoreDot is focusing on silicon and tin to achieve extreme fast charging. Their first five-minute batteries will be available for testing later this year, while mass production will begin in 2024.

StoreDot announcedthat they will work with Chinese manufacturer EVE Energy to mass-produce their XFC FlashBattery for electric vehicles (EVs). “XFC technology is absolutely critical to accelerating the adoption of petrol- and diesel-free vehicles by eliminating the barrier of range and charging anxiety”, said EVE’s Chairman of the Board, Dr. Liu Jincheng. Daimler, BP, and Samsung are also key investors in the StoreDot technology.

A key component of the development is a new anode material that replaces graphite with new high-capacity materials. “Most of our efforts currently are focused on transitioning to silicon and tin”, said StoreDot CEO Doron Myersdorf.

StoreDot had previously sent Gen 1 samples to potential customers with germanium-based anodes but found this metal was not sufficiently abundant and not affordable. Their Gen 2, silicon-tin, fast charging cell already records an energy density of 240 Wh/kg, with a longevity of 1,000 cycles possible by the end of the year.

By 2028, this energy density could almost double with the launch of Gen 3 cells. These are designed with a hybrid form of solid-state technology and could store 440 Wh/kg. Lead-acid batteries, by comparison, hold 35-40 Wh/kg.

Traditionally, lithium-ion batteries use a graphite (carbon) anode. These are extremely stable at normal charging rates but have a high electrical resistance. During fast-charging, this causes needle-like dendrites to form on the graphite anode surface, damaging the battery.
StoreDot have replaced the solid graphite anode with tightly packed balls of silicon-tin to reduce resistance and increase conductivity. These nanoscale balls swell during charging, but there is enough room between the balls to limit swell-induced damage that has previously caused problems for non-graphite anodes.

Our view: EVs currently struggle to compete with petrol and diesel vehicles when it comes to refuelling; 3-4 miles per minute charging is the current industry standard for EVs. StoreDot hope their Gen 2 cells will provide 20 miles per minute, with Gen 3 reaching 25 miles per minute. If charging station innovation can keep up with StoreDot, their silicon-tin extreme fast charging cells could transform commercial EV charging.

Posted by Goldberg > 2021-09-27 13:57 | Report Abuse

Tin may be the ‘forgotten eV metal’. As other commodities gain public attention tin is quietly gaining momentum as a performance enhancing component in all of the three generations of advanced anode materials that have been roadmapped to 2030, plus some solid state technologies. Several hundred papers and patents have tracked development of tin-based materials to maximum theoretical capacity and even beyond. Although the field is highly competitive, startups and major OEMs are starting to signal their interest in tin and International Tin is monitoring developments with keen interest.

Posted by Lee1971 > 2021-09-29 12:53 | Report Abuse

MSC got mining and smelting.Perfect match.to leverage each other.If the cost can tranfer down fantastic.The most important the new pant is very much efficient.

Posted by Jimmy Lim > 2021-09-29 19:00 | Report Abuse

siapa itu robert teo?

Posted by Goldberg > 2021-10-01 12:07 | Report Abuse

Every US$2,000/mt increase in our tin price assumption of
US$25,000/mt in 2022 could raise MSC’s earnings by about 20% annually. If tin price
remains at its current high of about US$37,000/mt in 2022, this could result in 23% upside to
our target price of RM3.02 to RM3.73.

UOB Kay Hian dated 29/9/2021

Posted by Blackpepper2020 > 2021-10-07 00:36 | Report Abuse

Dear Goldberg, any link for the UOB kayhian analyst report? I cant find in web... thank you so much

Posted by Goldberg > 2021-10-07 12:26 | Report Abuse

Hi Blckpepper-apologies for the delay-here you go

https://www.omholdingsltd.com/wp-content/uploads/2021/09/2021.09.28-UOBKH_Commodities-Rally-Continues-to-Gain-Momentum.pdf

Posted by Blackpepper2020 > 2021-10-07 12:50 | Report Abuse

Dont worry! Sincerely much appreciated! thank you so much Goldberg

Posted by Ahahah > 2021-10-07 17:37 | Report Abuse

What is MSC end product? Tin ingot?

Posted by OpportunistToGain > 2021-10-08 10:39 | Report Abuse

Does anyone know when KLTM is opening?

Posted by Ahahah > 2021-10-08 16:57 | Report Abuse

May I know what is KLTM?

Posted by Blackpepper2020 > 2021-10-08 22:39 | Report Abuse

https://www.klsescreener.com/v2/news/view/892083

Posted by johnnygoodnews > 2021-10-11 09:00 | Report Abuse

LMT TIN PRICE US$36,000 +...

Posted by Goldberg > 2021-10-11 09:24 | Report Abuse

Tin - the ‘forgotten eV metal’. -massive boost for MSC

As other commodities gain public attention tin is quietly gaining momentum as a performance enhancing component in all of the three generations of advanced anode materials that have been roadmapped to 2030

StoreDot accelerate to fast-charging eVs with silicon and tin

Pioneering lithium-ion battery start-up StoreDot is focusing on silicon and tin to achieve extreme fast charging. Their first five-minute batteries will be available for testing later this year, while mass production will begin in 2024.

Posted by johnnygoodnews > 2021-10-11 09:36 | Report Abuse

Very soon TIN Price will brake US$38,000...MSC $3.00 akan datang... watch closely

Posted by stonest > 2021-10-11 15:16 | Report Abuse

All the way up!

https://www.thestar.com.my/business/business-news/2021/10/11/new-plant-to-boost-margins-for-msc

Posted by Goldberg > 2021-10-11 17:40 | Report Abuse

Malaysia Smelting Corp (MSC) Bhd, is currently trading at “cheap valuations of four times 2022 forecast price to earnings (PE) at the spot price of circa US$35,000 (RM146,230) per tonne,” according to UOB Kay Hian (UOBKH) Research.

Posted by BanyakZhun > 2021-10-11 19:02 | Report Abuse

Tq @Goldberg for your detail research and write up. Really helpful.

Posted by Goldberg > 2021-10-11 20:03 | Report Abuse

My pleasure Bro - Hope we all Banyak Banyak Zhun- end of the day we all want to make money from the stock market.

Posted by BanyakZhun > Oct 11, 2021 7:02 PM | Report Abuse

Tq @Goldberg for your detail research and write up. Really helpful.

Posted by Goldberg > 2021-10-11 21:59 | Report Abuse

“If tin price remains high at this current level in 2022, this could result in a 20% upside to our target price of RM3.02 at RM3.61,” UOB Kay Hian said in a note to clients.

Business-wise, a more meaningful growth will be seen in 2022 when its new eco-friendly plant runs at 100% capacity. MSC’s production will be done at its new smelting plant in Pulau Indah as it shuts down its 100-year-old reverberatory furnaces in Penang.

“The new smelter boasts production costs that are at least 20% lower than the old ones. This is due to the state-of-the-art technology which uses a top submerged lance furnace that provides better efficiency via its single-stage smelting versus multistage smelting process used previously,” said UOBKH Research.

The plant will also have 50% higher production capacity while requiring over 40% less manpower.

This will also help reduce MSC’s carbon footprint through the use of natural gas, solar panels and waste heat recovery.

The research firm noted that despite the movement control order (MCO), MSC posted a healthy net profit of RM25mil for the first half of 2021 compared with a net loss of RM12.3mil in the same period in 2020.

“As the MCO eases, MSC is currently operating at 100% workforce capacity. As such, we can expect stronger earnings moving forward as MSC ramps up its production. We believe the drop in production this year will be partially mitigated by the lofty tin prices,” it added.

According to the research firm, the group is expected to post a three-year (2021-2023) earnings compound annual growth rate of 97% as it is poised to benefit from strong tin prices and robust structural demand from the potential adoption of next generation technologies amid the market’s supply shortage. MSC’s future growth will be further supported by exploration of new mines and development of its Butterworth land, it added.

Posted by BanyakZhun > 2021-10-12 07:25 | Report Abuse

Precisely Bro!!! When winter is cold this stock will be getting hotter . As usual when it is very very hot baru semua mahu beli…. Like satay ya !!

Posted by xiaohe128 > 2021-10-12 09:35 | Report Abuse

OMH and PMBTECH also get double..msc come double

Posted by johnnygoodnews > 2021-10-12 09:51 | Report Abuse

$3 is on the way... LOad b4 she fly

Posted by Goldberg > 2021-10-13 11:14 | Report Abuse

MSC's state of the art new smelter boasts production costs that are at least 20% lower than the old ones. This is due to the state-of-the-art technology which uses a top submerged lance furnace that provides better efficiency via its single-stage smelting versus multistage smelting process used previously - per UOBKH Research.

The plant will also have 50% higher production capacity while requiring over 40% less manpower.

The TIN price @ LME is hovering around US$36,000 per ton is a massive boost to MSC's bottomline.

Posted by mahmudkashimj > 2021-10-13 18:43 | Report Abuse

For MSC the best yet to come. do nto aspect the price below RM0.70 SEN

Posted by Ahahah > 2021-10-13 22:23 | Report Abuse

Share holder start to dispose off.

Posted by Mush Joker > 2021-10-13 23:08 | Report Abuse

disposed but price still go up. lol. means ppl confident with it

Posted by Lee1971 > 2021-10-14 09:35 | Report Abuse

if the liquidity of share in the market too little no one intend to dispose someone has to do the job.ite jewel

Posted by Lee1971 > 2021-10-14 09:35 | Report Abuse

disclaimer:no buy and sale call.My personal opinion

Posted by Jaycee89 > 2021-10-14 10:08 | Report Abuse

Ya please drop more

Posted by xiaohe128 > 2021-10-14 11:12 | Report Abuse

pls drop more to let jaycee89 collect..hahaha...1.8 perfect

Posted by Jaycee89 > 2021-10-14 13:54 | Report Abuse

You are damn right, but I looking 1.6-1.7 my ideal price

Posted by Jaycee89 > 2021-10-14 14:54 | Report Abuse

nice, drop!!!!! Gogogoofof!!!

Posted by Goldberg > 2021-10-14 22:03 | Report Abuse

The EV revolution and move towards more sustainable energy sources gather pace, tin will have a new and crucial role to play in this new lower-carbon world. It is an essential input for EVs and their batteries, as well as for renewable energy generation, energy storage and the electronics needed to control and distribute that energy.

According to the International Tin Association, tin demand could rise by up to 60,000 tonnes per year for use in EVs and energy storage by 2030*. Research is also looking into the applications of tin alloys in various battery technologies, including lithium-ion and zinc-ion batteries.

When alloyed with other metals, tin can help to create more powerful conductive pathways, enhancing battery performance and delivering more efficient power distribution. It can also be used as a protective coating on anodes, improving the stability of the battery.

Find out more about LME Tin at lme.com/tin

Posted by Goldberg > 2021-10-15 11:07 | Report Abuse

"If tin price remains at its current high of about US$37,000/mt in 2022, this could result in 23% upside to our target price of RM3.02 to RM3.73. "

UOB Kay Hian - latest Update on MSC.

Posted by xiaohe128 > 2021-10-15 11:09 | Report Abuse

oh no...jaycee havent buy..pls drop more..haha

Posted by Jaycee89 > 2021-10-15 11:24 | Report Abuse

Fake rebound , let’s see

Posted by okdoke > 2021-10-15 11:30 | Report Abuse

@goldberg...any TP ?

Posted by xiaohe128 > 2021-10-15 11:43 | Report Abuse

jaycee89..it is not rebound.. it is breakout..
fake breakout.. pls drop more

Posted by FCTITAN > 2021-10-15 12:04 | Report Abuse

Goldberg mind to share link on the article? thx

Posted by Goldberg > 2021-10-15 12:29 | Report Abuse

Latest price of TIN per mt - approaching all time high.

Contract........Bid................Offer

Cash..........37,850.00......37.875.00

https://www.lme.com/en/Metals/Non-ferrous/LME-Tin#Trading+day+summary