Buy Q 500 sell Q 6000. keep reject weak hands. 19 July Peru protest , 1 August Myanmar ban ex, dollar fall, last rate hike, perfect storm for tin to the moon
Quanta (2382) has become the leader of AI servers, and shipments are gradually increasing. The penetration rate of Shengmao (3305), the main supplier of tin paste, has exceeded 50% to a single Guangda. With the increase in the number of AI server panels and the use of tin paste, Yingyeda (2356) and Weichuang (3231) are also among the With the upcoming shipment of AI servers, Shengmao is optimistic about its sports performance. The AI server has become complicated due to its structure, and the number of board layers has increased significantly, which will further drive the use of tin paste
LIMA, July 19 (Reuters) - Thousands of anti-government protesters took to the streets in Peru on Wednesday, part of a new round of marches organized by groups opposed to President Dina Boluarte's eight-month-old administration, as police deployed to guard government offices.
Peruvian protesters on Wednesday reignited protests demanding early elections and the resignation of President Dina Boluarte, months after more than 60 people died in similar mobilizations.
Why it matters: This time around, the protests were called for and coordinated by mine workers and unions, who've threatened a work stoppage to exert pressure. Mining is a major contributor to the economy of Peru, the world's second largest producer of copper.
Mining output was heavily impacted in January and February during an earlier round of protests following the ouster of former President Pedro Castillo, who was arrested after illegally attempting to dissolve Congress.....
tin price rocket USD33k in Jan-Feb. Peru is one of world major tin producer
Msc need 16000 to break even lah But now above 28000 loh Guess how much profit are making everyday lei? 3Q Pat 45m senang je Hold till year end at least 3.50 lah if tin maintain this level lah Myanmar ban export 3 months enough loh
Show time will begin next month, supply disruptions looming in Myanmar, world second largest tin exporter. From the start of next month, all mining activities, including exploration and processing, will be suspended in the Wa state to preserve remaining resources.
Additionally, world biggest tin exporter, Indonesia aims to encourage domestic processing by banning the export of tin ingots
Only Malaysia, MSC, world third largest tin exporter will continue supply tin to London Metal Exchange.
If Myanmar does shut down, that is 31,000 tons (based on 2022) or $2,583 a month. So global inventories are gone in 5 months, assuming demand is flat. Also assuming Indonesia also continues to provide supply. (questionable). Myanmar has confirmed twice they are shutting off 8/1.
Posted by StartOfTheBull > 1 month ago | Report Abuse
For the attention of MSC shareholders, can keep this in your diary: Starting from August 1, 2023, all mining activities, including exploration and processing, will be suspended in the Wa state to preserve remaining resources. Additionally, Indonesia aims to encourage domestic processing by banning the export of tin ingots.
The Politburo's sector targets for support included automobiles, electronics, and home-related goods as well as services such as sports, leisure activities and tourism. The news followed the policy packages to support the consumption of automobiles and electronics by National Development and Reform Commission on July 21.
Indonesia gov is smart enough to aim for manufacture EV, battery and energy storage locally. Indonesia is set to expand it metal downstream industries especially to limit its tin exporter, the world largest tin exporter
some bet on myanmar ban on August some bet myanmar will not ban some wait and see If August 1 , No ban , the first one will sell, the third one will collect >>> back to 1.9-2.0? If Myanmar ban, all panic buy>>> limit up? 3++
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....
abc333
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Posted by abc333 > 2023-07-17 10:07 | Report Abuse
Buy Q 500 sell Q 6000. keep reject weak hands.
19 July Peru protest , 1 August Myanmar ban ex, dollar fall, last rate hike, perfect storm for tin to the moon