He said the surge in the metallic silicon price was primarily caused by the initiative of the Chinese government to cut back on the power supply as well as tightening of environmental control in China.
However, the company expects the record high metallic silicon price to correct by itself and stabilise in the near future. ----------------------------------- lol .. once correct no more earn so much lor
99 & 999...dont talk this AT..... Dia tak tau apa punya company pmb.... Dia saja mai kacau kacau n act like know apa saja....... Ignore this person... Dont waste time..... Ckp 9 7 5.. Down trend..... Ha ha...... Unless happening case like EMS share, glove lah........ Less company do this.... People will no go kacau...... Only AT beleive saja
cina Si prices r lower for her own consumption. Today at 22,170 cyn x 0.16 = usd$3,550. this is still higher than the last QR ASP of usd$2,900 for PMBTECH that made $27 million on full capacity of factory 1. It has 2 factories now. n with the latest news on signing a higher power usage, this could mean a 3rd factory is on the way. https://klse.i3investor.com/servlets/stk/annqtyres/7172.jsp
the EU n US silicon prices r so much higher, easily 50% higher = of course PMBTECH sells there at whopper prices.
PMBTECH will be the 1st co with mega project on record that makes money on year 1. n to grow at high speed success n could grow bigger than PMETAL's mkt cap of $40+ billion soon! this KOON family is fully blessed n so r investors if u choose to follow,,
there is 1 investing Q up there like in financial exam. if producing on 3 full factories, what r the scenarios of the crazzzy PAT basing on the various increasing ASP?
I dint said tp 20 40 50... My kpi already meet before....... Once u dint come here only can ignore from you..... I think only can back 6 or 7 or 9 once pmb given bonus see 219M.. If given 1:4 share only 16xxM saja... How is potential company... P sendiri kira lah AT... Is simple. Mats........ Once kasi bi 4 times share back to 7 or 10...... Already equal to 28 or 40..... Ha ha
See Pmetal 8076M share vs pmb 219M..... Grow future up..... What u think every 2 years given Bi...... Count also don't know hit up to 1000m share.... Hopefully 1:2 is nice...... Will be 657M...... Ha ha
Global Silicon Metal Market Insights: Impact of COVID-19 and Future Expectations to 2025
The Silicon Metal market revenue was 6885 Million USD in 2019, and will reach 8874 Million USD in 2025, with a CAGR of 4.32% during 2020-2025. Silicon metal is a grey and lustrous semi-conductive metal that is used to manufacture steel, solar cells, and microchips. Silicon is the second most abundant element in the earth's crust (behind only oxygen) and the eighth most common element in the universe. In fact, nearly 30 percent of the weight of the earth's crust can be attributed to silicon. This report elaborates the market size, market characteristics, and market growth of the Silicon Metal industry, and breaks down according to the type, application, and consumption area of Silicon Metal. The report also introduces players in the industry from the perspective of the industry chain and marketing chain and describes the leading companies.
#PMBTECH China energy cost structure changed from a fixed to floating rate system. The effect is especially pronounce for the heavy power consuming industries e.g. metal smelting, as cost is allow to float without a cap.
Local analysts estimate that current Silicon metal price is near cost level. Recent lower price transactions are from smaller plants in attempt to clear their lower cost inventories produced prior to the cost hike. Industry will consolidate. These inefficient facilities will not survive going forward.
US and Europe competitors are facing their own challenges as energy cost has also escalated in recent months, while operating at inefficient scale. Government policies in limiting imports - primarily China, may ease the pain. It sacrifices downstream end-users' interest - that is, Aluminium, Solar, Semicon, EV, Automotive, Batteries, Chemical, Construction and etc.
Meanwhile PMBT's cost structure improvises as capacity expands - cost per unit declines. The result is a material improvement in its global cost curve position - which is already near the top quartile.
Additionally, the market favors 'green' metals produce by renewable and sustainable resources, fetching certain premium over the average coal powered metals.
Ceteris paribus (wherein business usually not), PMBT should check in ~RM350m PBT on the Silicon metal business alone. Profit, obviously, will be higher when additional capacity kicks in post CY2022.
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....
skyhin
523 posts
Posted by skyhin > 2021-12-18 20:54 | Report Abuse
Machinery stock what company?