we r constantly being challenged as the limited fund n or money flows in KLSE.
when a large theme.play like glove moves n now is palm.oil = many stocks will encounter more selling as some high net worth players dump.,. or jump ship.,. ++++++++++++++++++++++++++++++++++
palm oil stocks run might not last long = could be like LM, love making.,.
RISK is: bcos this biz isn't SCALABLE n hard labor is hard to have now in LG, life's good in iphone.economy.,. esply for their giant stocks.
most laborers will prefer to work for factories. n biz with factory is SCALABLE from 2 to 4 to 8 as biz grows esply all EV.METAL stocks now would grow perpetually.,.
PMBTECH is the latest growth stock with a global mega project in producing pure SILICON for EV.ECONOMY. Its recent QR PAT of $27 million was on 1 plant full at ASP of $2,900.
2022 the guesstimate PAT p.a. on 2 plants full at various ASP: ASP 2,900, PAT = 27 x 2 x 4 = $216 million ASP 3,500, PAT = 27 x 2 x 3500/2900 x 4 = $260 million ASP 4,000, PAT = 27 x 2 x 4000/2900 x 4 = $297 million
mkt cap to grow to > $10 billion
2023 the guesstimate PAT p.a. on 3 plants full at various ASP ASP 2,900, PAT = $324 million ASP 3.500, PAT = $390 million ASP 4,000, PAT = $445 million
mkt cap to grow to > $20 billion as the most promising stock to enter KLCI n growing higher in the same exact PER style of PMETAL...
Elon Musk of TESLA, loves all things GREEN... He could be eyeing green Al in Pmetal n green Si in Pmbtech,, A premium pricing power would happen, don't play.play,,
RHB analyst report give projected Profit of PMB Tech around RM 800m when the project profit of Pmetal (PMB Tech is an associate of Pmetal) few months ago.
By using RM 800m profit (forward profit), it will give PMB Tech mkt cap RM 8b based on PE of 10. Pmetal used to have PE of 20 to 30.
Russia is the second-largest producer of silicon in the world, with its production estimated at 580 thousand metric tons in 2021. The total global silicon production in 2021 amounted to an estimated 8.5 million metric tons.
Russia Ukraine tension may cause silicon price to increase further as well. This tension has been priced in as PMB Tech has good run lately.
Let see the quarterly result which may not be priced fully in yet...
For those that bought at low, congratulation. For those that think of jumping in now, 99% you will lose money. TOPGLOV, HENGYUAN, SUPERMX, PETRONM to just name a few.
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....
PROFIT2020
297 posts
Posted by PROFIT2020 > 2022-02-16 14:34 | Report Abuse
20 for this week…