Posted by KClow > 2023-07-28 10:19 | Report Abuse

Yup been very bullish for a few days now.
Hopefully investors can see it.
Strong buy

Posted by hng33 > 2023-07-28 10:26 | Report Abuse

Technically, MSC chart is call Flash formation breakout

Posted by KClow > 2023-07-28 10:30 | Report Abuse

@hng33
U makan all sellers at 2.30?
Dont buy all msc shares in market laa. Let us also buy some🤣

Posted by troy88 > 2023-07-28 10:31 | Report Abuse

Finally 2.3X. I TP first since MSC and tin prices always behave volatile. Good luck guys..

Posted by hng33 > 2023-07-28 10:40 | Report Abuse

My portfolio already has enough MSC after yesterday added third batch at 2.20-2.22. It is now biggest stake in portfolio now, follow by series of gold stocks and REITS

Posted by Dehcomic01 > 2023-07-28 10:44 | Report Abuse

Tin is cyclical and we should look at MSC performance over the cycle (long-term). Historically the company achieved an average ROE of > 10%. It was 14% in 2022. Fundamentally a sound company. The challenge is whether you can buy it at a cheap price

Posted by hng33 > 2023-07-28 10:53 | Report Abuse

Malaysia gov ambition to develop 4GW solar power, Singapore ambition to import 4GW, Western like EU, US all keen to develop solar power plant

Tin is a crucial part of solar power infrastructure. Solar panels are formed of many individual solar cells, connected by “solar ribbon”. This ribbon is a copper wire, coated in a thin layer of tin solder. The ribbon carries the charge to the edge of the panel, where it feeds into junction boxes. This electrical system also requires solder connections – as does the grid infrastructure. In line with solar module production, tin use in the industry has been rapid, growing more than six-fold in the past decade.

Posted by StartOfTheBull > 2023-07-28 11:18 | Report Abuse

Myanmar 4 days countdown to expected tin export ban.

Posted by Tibbers > 2023-07-28 11:37 | Report Abuse

tp 2.50, may go further above 2.50 as well.

Posted by ValueInvestor888 > 2023-07-28 12:57 | Report Abuse

bursa not very efficient leh, already know myanmar supply issue and tin price up last week, today only up... Give me opportunity to add more at 2.17+ before today jump...

Posted by ValueInvestor888 > 2023-07-28 13:01 | Report Abuse

MSC not only tin play but also growth stock as it has capacity expansion...

Posted by Michael Kwok > 2023-07-28 13:27 | Report Abuse

Price 2.35
Sell call rm 2.60-rm 2
80
28/7/23 1.30pm

Posted by thesteward > 2023-07-28 13:59 | Report Abuse

Msc still cheap. Remember selling at rm5 a year or so before

Posted by KClow > 2023-07-28 14:25 | Report Abuse

Ok all in

Posted by KClow > 2023-07-28 14:32 | Report Abuse

Ok added. No more money to buy😐

Posted by hng33 > 2023-07-28 14:50 | Report Abuse

MSC should trade valuation in line with Pmetal. Many analyst give very high premium to Pmetal due to its source energy from cheap hydro power and tag high score for ESG for its green product

But, many unknown, MSC is actual even greener than Pmetal as MSC use its own hydropower generation 5MW for mining activities and use solar power at its smelting plant

Posted by abc333 > 2023-07-28 15:04 | Report Abuse

soon will have PT , is Friday, hope can close above 2.28 , than next week 2.4 /2.8 is promising

Posted by hng33 > 2023-07-28 15:06 | Report Abuse

Upcoming usage in tin is at explosion rate, but production is cap.

1. EV is to replace billion petrol vehicle.
2. Charging station is to replace million petrol station
3. Solar power plant is to replace thousand fuel power plant

Posted by troy88 > 2023-07-28 15:13 | Report Abuse

actually this price of 2.3X should have been reached a couple of weeks ago already. This is delayed effect..

Posted by hng33 > 2023-07-28 16:19 | Report Abuse

If oversea institutional fund look at MSc valaution if compared to other country tin stock, they will chase these embeded gem to trade in line with global tin stocks, afterall, market cannot ignore too long that MSC is world third largest tin exporter

Posted by troy88 > 2023-07-28 16:24 | Report Abuse

Looking good!

Posted by thesteward > 2023-07-28 16:39 | Report Abuse

Another 5 mins…see if can close 2.41 will be nice

Posted by hng33 > 2023-07-28 16:45 | Report Abuse

:D)

Posted by thesteward > 2023-07-28 16:47 | Report Abuse

Pls ckose 2.41

Posted by hng33 > 2023-07-28 16:49 | Report Abuse

many super rushing last min buyin

Posted by troy88 > 2023-07-28 16:50 | Report Abuse

very strong closing. Good thing I bought back all earlier..

Posted by thesteward > 2023-07-28 16:50 | Report Abuse

Wah arigato

Posted by StartOfTheBull > 2023-07-28 16:55 | Report Abuse

👍

Posted by abc333 > 2023-07-28 18:02 | Report Abuse

always remember, Msc fair price is 3.13 for Tin 24500 , but now above 28000 for sometimes already. Not like glove , no one can simply build a tin mining business. it is limited , non-renewable resources.

Posted by KClow > 2023-07-28 19:03 | Report Abuse

Ok i will remember

Posted by apalumaolagi > 2023-07-29 10:52 | Report Abuse

Tin is expected to trade at 29401.91 USD/MT by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 32147.46 in 12 months time.

Posted by abc333 > 2023-07-29 13:33 | Report Abuse

The Ministry of Finance and the Bureau of Industry and Mining, in accordance with “Wa Jing Zi No. 2023-06”, detailed the upcoming changes:

1. All mines within the mining area of Wa must gear up for the cessation of production from August 1. Preservation of existing facilities and infrastructures is mandated, with stringent penalties for intentional destruction or safety violations.

2. The state’s mines, open-pit mining areas, and concentrators are to enhance safety measures in slag piles, tailings, roads, and rivers prior to the rainy season to prevent safety hazards related to the mining halt.

3. Pumping operations will be permitted to avert mine collapse and minor damages, but any form of exploration or mining will remain prohibited.

4. Mining companies are instructed to collaborate with the Bureau of Industry and Mining’s Man Maw Inspection Section to settle wage disputes and trade debts for mining workers, precluding potential large-scale safety incidents.

5. A smooth demobilisation process for mine workers, inclusive of water and electricity safety provisions, is stipulated.

The unyielding stance exhibited by the Wa State government in its latest correspondence to mining firms demonstrates its serious intent to proceed with the mining suspension. It is positioned as a strong message to the mining sector about the government’s unwavering commitment to promote sustainable mining practices, protect the environment, and safeguard the welfare of mine workers. Companies failing to adhere to these guidelines risk facing severe economic and criminal repercussions.


Our free fortnightly email newsletter providing a summary of the latest tin industry developments as well International Tin Association news.

Posted by abc333 > 2023-07-29 13:36 | Report Abuse

5. A smooth demobilisation process for mine workers, inclusive of water and electricity safety provisions, is stipulated.

this request show the suspension could take few months

Posted by wallstreetrookieNEW > 2023-07-29 14:18 | Report Abuse

Even fund managers are slow to the game. Retail won this time by reacting faster to commodity prices

Posted by huatstockist > 2023-07-29 18:07 | Report Abuse

Inside know the game, good QR coming soon, price reflect first, very potential will go upside a lot.

Posted by KClow > 2023-07-29 18:19 | Report Abuse

The last bull run in msc took it from 80 sen to. Rm5.40 in 1.5 years
This time all the way to rm10
I m.all in..

Posted by apalumaolagi > 2023-07-30 20:28 | Report Abuse

Generally speaking, the current tin industry chain has contradictions such as the shortage of upstream tin ore supply, the expected production reduction of smelters, and the relatively weak downstream terminal consumption. Therefore, the short-term tin price may show a pattern of easy rise but hard fall.
"We expect that tin prices will still run strongly before August, and we need to pay attention to the implementation of the ban on mining in Wa State, Myanmar in early August, and the prosperity of the semiconductor industry in the second half of the year. If the mine ban in Wa State is implemented and the demand recovery stage resonance, tin prices may reach a high point in the second half of the year.

Posted by StartOfTheBull > 2023-07-31 10:37 | Report Abuse

Tomorrow is the expected start of Myanmar Wa State tin export ban.

Posted by KClow > 2023-07-31 10:40 | Report Abuse

Glory to tin...

Posted by thesteward > 2023-07-31 11:45 | Report Abuse

Pattern will be v v pretty if today can close 2.51 or above 🙏

Posted by StartOfTheBull > 2023-07-31 21:37 | Report Abuse

2c down, good rest for tomorrow.

Posted by kebling98 > 2023-08-01 08:29 | Report Abuse

Eyes on Myanmar loh
If the suspension is real lah
Tin price will stay above 28000 for 6 months loh ( until demand is high)
This bring the average of tin price about 27000 ++loh
Surplus of 3000++ from analysts prediction (24000) will fully turn into the profits loh

1Q PAT 35 million, tin price 26460 lah
If the volume about the same for each quarter lah
MSc tak ada masalah to score 160 millions in this year loh
Recrord high profits loh
Eps 0.38
P/E 10 pun 3.8 loh
P/E 15 5.70 loh

Sedap part is. In future, tin price will keep uptrend loh
Maksud msc will always break profits record loh



Anyone ca

Posted by kebling98 > 2023-08-01 08:33 | Report Abuse

6 months is maximum yah
3-6 months suspension

Posted by apalumaolagi > 2023-08-01 08:40 | Report Abuse

TINCommodity
28,875.00
+122.50+0.43%
07:49:00 AMMI Indication

Posted by hng33 > 2023-08-01 09:20 | Report Abuse

The real impact will gradually reflect in global supplier sequence. Currently inventory still available to meet demand, but, storage level will gradually vacant

Posted by abc333 > 2023-08-01 09:30 | Report Abuse

agree with hng33 and kebling, the inventory have cushion for the supply disruption, Tin price might not spike at this moment , but 28000 good enough to send MSC to above 3.50. The future is Tech, Tech need more and more Tin

Posted by hng33 > 2023-08-01 09:59 | Report Abuse

locked profit first at 2.38-2.41

Posted by StartOfTheBull > 2023-08-01 10:49 | Report Abuse

Long term intact.

Posted by abc333 > 2023-08-01 10:57 | Report Abuse

selling pressure from contra player getting less.

Posted by StartOfTheBull > 2023-08-01 11:03 | Report Abuse

Is there any news yet relating to the Myanmar Wa State tin export ban?