Very good future prospect. I have high confidence in it. Meanwhile, i offset some to other non green energy stocks too. Invest smart, don’t put all in same baskets
gemfinder Msc up bcos u d tin px noe all time high. Silicon px all time high? -------------------- silicon supply is ok
as per the report, company said the recent power shortage in china did help china silion price but they think it will be optimized in future, which is under my prediction early ... if you read back my earlier comments.
but sakkai here all have their own theory... only see the demand... lol
PMB, even without full production, can achieve such results with PBT margin of 22% at asp of around USD 2600. This quarter asp will be around USD 4000-4800. If we use asp of USD 4000, the estimated profit will be RM 63m
Q4 will be quite something. - Assuming no more MCO from now to end Dec, utilisation rate should be close to full capacity - ASP (spot) is MUCH higher in Q4. Be it Chinese silicon metal or Europe, Q4 price range between USD 4500-9500, much higher than Q3 prices. - Operating leverage.
AT.....pmb drop come out like Rat...... Green diam diam...... P mana.... We green or red also come out.. Ha ha... So 12.12 got buy boh.. Dont talk cork on here... Result will prove next qtr unless new variant cost factory lock down again... Based on see msia 20% o ly can lock down... Compare euro start lock due to winter...... Be smart when don't out I basket into thsi share has mention....... Is true story but we have good manage it.....
PMBTECH : This pro on the telegram, was trying to guess the production capacity used to make this current QR PAT of $27.3 million. PMBTECH has 2 factories now. Each has production capacity of 36,000 tonnes of silicon p.a. It has plan for another 2 factories.
The working essentially showed a guess # of 51% being utilized of the 2 factories combined with ASP at usd$2,900 per tonne.
what happens if it sells at current price of usd$4,000 n at 100% full capacity? how do U love this?
QR PAT to grow asap to $27.3 X 100/51 X 4000/2900 = $73.8 per QR X 4 = $295 million PAT p.a.
+ double double the capacity to 4 factories. the only biz i.e. in EV with confirmed high speed increasing # of EV.CARS worldwide every year on the roads... NB: following PMETAL's great success, PMBTECH shall become the fastest growing GIANT stock in msia on record.
mkt forces out there r so powerful during uncertain times. it comes in news flow written by those with bombastic england. Their whole purpose is to convince n confuse mkt players to change course to buy wrong stocks or stocks with weak biz growth.
the world # 1 hedgee Ray Dalio was asked numerous times to describe warren B in 1 word. his A is BRILLIANT.
Indeed brilliant warren. warren reads thousands of co annual reports yearly. by doing so, warren has the 1st hand deep knowledge with helicopter view of the entire spectrum of biz in the world. warren can co-relate the manufacturing processes from the raw materials in the form of commodities to semi-finished n down to the final end products for consumers. story said, many years ago when hand phones were growing popularity, warren bought into Lithium, the key metal for rechargeable battery.
To excel in investing on the long haul, we must follow warren's style: Seek to know the best global biz now.
Most of small cap shares dropped by more than 30%-50% lately. Just wander what shares Aaron bought lately and most small retail investors lost heavily lately. I believe most PMB shareholders are making good money...
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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....
AJtheGreat
158 posts
Posted by AJtheGreat > 2021-11-26 07:44 | Report Abuse
Surely limit up today... Yahooo