Posted by Johnzhang > 2021-09-14 19:21 | Report Abuse

Market sentiment is damn poor !

Posted by kfliau > 2021-09-14 22:24 | Report Abuse

Had to cut win today. Thought good fundamrntal counter can keep long term but not in Bursa

Posted by Superb99 > 2021-09-15 07:42 | Report Abuse

Aluminium price dropped to 2828, DJ dropped near to 300pts....GG...should sell it earlier as it went up too fast previously....now really no eye see...but it is weird that operator choosed bad timing to dump stock...need to keep for longer term d...

Posted by DaitoRyu > 2021-09-15 10:16 | Report Abuse

WC buy call

Posted by risktoreward > 2021-09-15 10:18 | Report Abuse

Really? No wonder drop. Reverse indicator

Posted by Superb99 > 2021-09-15 12:00 | Report Abuse

ya, i heard others said the same, this WC is a buaya...once he asked to buy the it is the time to run but kyy also got alcom and lbalum, he may be another one who is dumping as well as this guy also play short term recently

Posted by stainlyho37 > 2021-09-15 14:19 | Report Abuse

u may start some collecting now ....FA strong...just flushing by player....

Posted by DaitoRyu > 2021-09-15 14:45 | Report Abuse

Yes good to collect now, looks like dump completed.

Posted by DaitoRyu > 2021-09-15 14:46 | Report Abuse

Just the index is lousy too

Posted by Invest_888 > 2021-09-15 16:31 | Report Abuse

Aluminum price moves up more than stainless price today. By right the Aluminum share price should go up

Posted by DaitoRyu > 2021-09-15 16:42 | Report Abuse

Can't see how its going to test next level resistance though.

Posted by jeremylin > 2021-09-17 11:53 | Report Abuse

Dropping again? 3days Flushing

Posted by wam8899 > 2021-09-17 16:20 | Report Abuse

disappointed this counter

Posted by cctan88 > 2021-09-17 21:23 | Report Abuse

all metal counters drop today

Posted by risktoreward > 2021-09-20 12:15 | Report Abuse

Reenter at 0.555 today

Posted by fujiapple > 2021-09-21 09:02 | Report Abuse

Can it support at 0.55.. and rebound?

Posted by risktoreward > 2021-09-22 23:19 | Report Abuse

lb dai sek

Posted by Elitetrader > 2021-09-24 07:02 | Report Abuse

Aluminum price continued its uptrend.

Posted by Mr.Sm Invest123 > 2021-09-24 07:54 |

Post removed.Why?

Posted by risktoreward > 2021-09-24 16:12 | Report Abuse

No no, the movement so far is to script. Let’s see

Posted by Mr.Sm Invest123 > 2021-09-24 22:39 | Report Abuse

PMBT is banking on Silicon as an essential material for our future economy.

Silicon is the basic material for solar industry.
Tesla intends to replace cobalt with silicon for its batteries.
China alters global silicon supply demand balance as it pivots on environmental friendly policies.
These factors drove silicon price to a fresh 3-year high.

Majority own and manage by the Koon family, PMBT and PM are of the same playbook. More importantly when PM started off with less resources and market recognition in the past, today’s PMBT – leverage on experience acquired and the market respect from PM – earning will ramp up swifter.

Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products.

Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others.

In addition, silicon metal is the base material in the production of polysilicon, a purified form of silicon used in solar cells and semi-conductors.

In summary, Silicon demand will be driven by solar and electronics in many years to come, whilst supported by its widely adopted application in various industries currently.

Growth factors

Management and efficient Hydro power supply
The competitive advantage of the PMBT series of companies lies in its lean production cost. On top of the very capable management strength, the ultra-competitive position is because of its power procurement contract with Sarawak Energy i.e. Bakun Hydropower.

Silicon production requires substantial amount of power. Energy cost as a single cost component weights more than 40% of the total production cost. The availability of an efficient energy sources alone determines the survival rate of the business.

By securing the ultra-competitive Bakun hydropower supply contract – which is one of the lowest in the world, PMBT will emerge as one of the lowest cost producer in the world.

https://klse.i3investor.com/blogs/tapdance/2020-12-07-story-h153744681...

Posted by Mr.Sm Invest123 > 2021-09-26 15:58 | Report Abuse

24 Sep 2021 Chinese silicon metal market prices by region Chinese silicon ... China Silicon Metal Production Process Research Report 2021

http://www.asianmetal.com/SiliconPrice/Silicon.html

Posted by LeslieGoh > 2021-09-27 14:44 | Report Abuse

Lbalum final dividend 2.5 cents...

Posted by RothRich > 2021-09-27 15:44 | Report Abuse

Lol…. U give us final dividend ??

Posted by RothRich > 2021-09-27 16:36 | Report Abuse

But I can’t find the announcement yet…..

Posted by risktoreward > 2021-09-27 16:41 | Report Abuse

Really? 2.5c is pretty generous

Posted by risktoreward > 2021-09-27 17:47 | Report Abuse

Thumbs up

Posted by RothRich > 2021-09-28 18:33 | Report Abuse

Insyallah……

Posted by Piratebilis > 2021-09-29 09:57 | Report Abuse

InsyaBuddha!!

Posted by syuraizat > 2021-09-29 12:01 | Report Abuse

Yearly report very good

Posted by Mr.Sm Invest123 > 2021-09-29 14:00 | Report Abuse

PMBTECH

Silicon metal prices continue to soar, China’s silicon metal supply gap highlights

In September 2021, the market price of Silicon metal in China continued to soar. As of September 14, the reference price of Silicon metal in China was $5,540 / ton, more than 2 times higher than the price of the same period in 2020, breaking all kinds of price records.

The reason for the explosive growth of silicon metal this time is cost rise and imbalance between supply and demand. There are mainly the following four points:

First, the cost is mainly the cost of raw materials and electricity, and the cost of producing silicon metal is mainly the cost of electricity. After the end of this year's wet season, the price of electricity has risen, and the production cost has also risen.

Second, due to the epidemic situation, many foreign silicon metal manufacturers cannot produce normally, and the international demand for silicon metal has not decreased, but we have done a good job in controlling the epidemic situation. So foreign inquiries have not stopped for nearly a year.

Thirdly, in August, due to various reasons, the silicon factories had power outage for maintenance, so the output has not come up. Silicon metal products are often in short supply.

Fourth, the influence of national environmental supervision and "carbon neutral, carbon peak" policy.

Posted by Mr.Sm Invest123 > 2021-09-29 22:58 | Report Abuse

Minutes of 19th Annual General Meeting PMBTECH
http://www.pmbtechnology.com/?cat=231

Posted by Mr.Sm Invest123 > 2021-09-30 11:27 | Report Abuse

Asian silicon buyers flood Europe to secure supply

Published date: 29 September 2021
Share:

Asia-Pacific silicon consumers are flooding into the European market seeking spot cargoes, after their Chinese suppliers halted supply because of output cuts at the country's major production hubs.

European producers and traders received a large range of offers from Asian buyers, competing with their usual European customers for spot silicon metal volumes.

"I'm receiving calls from buyers in Taiwan, Japan, India and South Korea. I could easily sell all our production quantity to Asia right now," said one European producer. "But I have to serve my European customers on contracts, our focus is mainly Europe and Japan."

Most producers were focused on delivering on their contractual obligations, but some had small volumes available on the spot market. One western European producer sold several small lots of 5-5-3 grade metal to a South Korean buyer at $8,000/t (€6,863/t) cif Busan.

Traders offered higher prices linked to the Chinese export price but offers above this price were firmly rejected. One trader offered 3-3-0-3 grade metal to a Taiwanese buyer at €9,000/t in warehouse but was rejected. Chinese export prices for 5-5-3 grade silicon metal were assessed at $8,900-8,950/t fob (€7,616-7,658/t).

European buyers also scramble

Several large primary aluminium producers have also entered the spot market alongside secondary aluminium and chemical siloxane producers, pushing European prices higher.

Prices for 5-5-3 grade silicon metal were up at €5,400-5,600/t ddp on 28 September, an increase of €900/t from the previous assessment at €4,500-4,700/t ddp on 23 September. Prices for 4-4-1 grade metal were assessed at €5,600-5,800/t ddp on 28 September, also up by €900/t from €4,700-4,900/t on 23 September. The market for 3-3-0-3 grade was assessed up at €5,800-6,000/t ddp.

One producer sold 75t of 3-3-0-3 grade metal to an existing customer in Europe at €5,975/t ddp. Market participants expect prices to continue rising in the coming days as competition for spot volumes heats up.

Secondary aluminium and large primary and alloy producers were more comfortable absorbing price rises than chemical producers because silicon metal is a smaller proportion of their raw material costs.

Aluminium-silicon alloys contain 5-25pc silicon, with the most commonly used containing 8-12pc. Chemical producers require around 0.5t of silicon metal to produce 1t of siloxane, while polysilicon producers require 1t of metal to produce around 1t of polysilicon.

Consumers were also eager to secure material for the first and second quarter of 2022 at the earliest to avoid higher prices in the traditional October-November contract negotiation period. European producers said that consumers, usually buying from China, are negotiating with them for first-half 2022 supply, anticipating a protracted disruption in China from energy curbs and ahead of the Winter Olympics in Beijing in February.

"I think the problem is more of a structural issue, people are looking for longer-term contracts because of expected difficulty over the next year and fears over China's energy plans. Some are cautious for the full year, but less willing to commit as prices could come down further on," one European producer said.

By Thomas Kavanagh

Posted by RothRich > 2021-09-30 15:07 | Report Abuse

Lol…. One bad qr can make this counter limit down…..

Posted by RothRich > 2021-09-30 17:34 | Report Abuse

Still can Earn 3mil even MCO…. See tomorrow got limit down or not….

Posted by JoyOhi > 2021-09-30 20:58 | Report Abuse

If limit down then chance to buy.. If u study deeply they cant fully operate this quarter. What saved them was high aluminium ASP. Luckily I TP 059 this morning. Tomorrow I think best to wait panic seller calm down first, after then can do your plan. After qr bomb usually stocks go down, then will turn sideways for accumulation until next qr. If next qr aluminium still at high price can expect price to rocket to da moon

Posted by syuraizat > 2021-09-30 21:10 | Report Abuse

Owner share buy back.....portray lousy qr?... to keep price low maybe.... just my wild thoughts

Posted by DaitoRyu > 2021-10-01 10:03 | Report Abuse

Well, that didn't turn out the way I was expecting...Damn

Posted by risktoreward > 2021-10-01 22:20 | Report Abuse

still holding, 30 cents will come, but after we take our profits first

Posted by Mr.Sm Invest123 > 2021-10-02 00:43 | Report Abuse

PMBTECH

Silicon Metal’s 300% Surge Throws Another Price Shock at the World


https://www.bloomberg.com/news/articles/2021-10-01/silicon-s-300-surge-throws-another-price-shock-at-the-world?srnd=premium-asia

Posted by Depeche > 2021-10-04 11:35 | Report Abuse

KYY already switched to Hiaptek... nobody will push the price up.

Posted by peter Too > 2021-10-08 00:39 | Report Abuse

Hold.good counter.

Posted by Mr.Sm Invest123 > 2021-10-08 17:35 | Report Abuse

PMBTECH

China's aluminum alloy ingot price faces strong increase

8 Oct 2021 11:40 reported by Jordan Huang

China’s power limited and restricted output policies both pressured the demand for the silicon metal, further caused the raw material prices to increase dramatically, including aluminum alloy ingot.

In the past two months, the metal silicon showed an around 300% increment, which further led the aluminum alloy ingot price to skyrocket.

By some of the sources, the domestic aluminum alloy ingot price in China this September has increased by nearly 20% within a month.

Posted by ahbah > 2021-10-08 17:36 | Report Abuse

collect some.

Posted by risktoreward > 2021-10-11 09:38 | Report Abuse

Alum counters really strong today. Lb got momentum got 2 cents div

Posted by Michael Kwok > 2021-10-11 21:44 |

Post removed.Why?

Posted by MorningGlory123 > 2021-10-12 10:59 | Report Abuse

Why no consider Mycron because still under value

EPS : RM 0.1563 (YA2021)

NTA : RM 1.36

Gearing : NIL (nett cash)

TP : RM 1.25 (PE 8 times)

Posted by cK1973 > 2021-10-12 13:28 | Report Abuse

Good company and business prospects. Hope to see it break 80.

Posted by MorningGlory123 > 2021-10-12 13:55 | Report Abuse

How a U.S. steel shortage created a market bubble

Published Thu, Oct 7 20217:05 AM EDTUpdated Thu, Oct 7 20217:52 AM EDT

https://www.cnbc.com/2021/10/07/how-a-us-steel-shortage-created-a-market-bubble.html

Posted by mamatede > 2021-10-12 15:16 | Report Abuse

Steel up high high, while Evergrande and people waiting to trap u guys.