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8 people like this. Annetan timah persero up again 95 cts yet msc still is not moving.watch out though. 08/03/2024 11:09 AM apalumaolagi https://news.bloombergtax.com/daily-tax-report-international/chinas-tin-supply-tightens-as-myanmar-region-raises-export-tax 08/03/2024 6:10 PM apalumaolagi this is much update news. https://www.reuters.com/markets/commodities/indonesian-export-slump-ripples-through-tin-market-2024-02-20/ 08/03/2024 6:14 PM apalumaolagi in short, we are looking at tighter supply (myammar and indonesia) and higher demand (AI demand and semicon recovery 2024). 08/03/2024 6:15 PM apalumaolagi there are still uncertainty. Man Maw mines (the biggest) still not yet operate back, rumors said April 24, 2 mth to restart operation, then June only start fully operate. meanwhile, indonesia try to settle their permit renewal issue, target end of March. Peru side, i no idea. but tin storage level in china is reducing 10/03/2024 7:18 PM apalumaolagi if the scenario play out, indonesia wont be able to catch up to meet production in 2024. same goes with Myammar Wa Region. Australia had the potential to rise as new player, high grade tin with a stable geopolitical, however that would still take 1-2 year to get it online. 11/03/2024 10:00 AM apalumaolagi this actually depend on demand. because tin price had always fluctuated due to supply. its the demand that push it into higher and continuous trend. 11/03/2024 1:41 PM apalumaolagi Tin futures traded around $27,100 per tonne, marking a three-week high due to supply threats and a positive demand outlook. A near cessation of exports in January occurred due to delays in approving annual mine work plans in Indonesia, a decline from the 6,000 tons recorded in the preceding month. Despite a partial resumption of mining in Myanmar's Wa State, which had been banned in August 2023, uncertainties persist, posing supply risks. This region contributes 70% of Myanmar's tin output, making it the world's third-largest tin producer and a significant supplier to China. The global tin market is projected to shift from a surplus of 6,000 tons in the previous year to a deficit of 5,000 tons in 2024. On the demand side, rising sales in semiconductors and technology, especially in AI and automotive chips, are expected to bolster tin prices, supported by increased global demand for semiconductors https://tradingeconomics.com/commodity/tin 11/03/2024 1:43 PM apalumaolagi here is a much detail with more fact, on the situation, but still relevant. https://www.thehindubusinessline.com/markets/commodities/tin-prices-rebound-on-supply-threats-positive-demand-outlook/article67920393.ece 11/03/2024 1:56 PM KClow Look out for. Closing above rm2.3 and rm 2.4 to indicate new bull in msc Msc=ytlp 3.0 11/03/2024 10:03 PM KClow GOLDEN CROSS ON 4TH march Wait to close above rm2.3 n rm2.4 to go all in.... 12/03/2024 9:57 PM apalumaolagi LMEselect Tin 3 Month, USD/mt Latest:28,090 +570 (+2.07%) time Mar 14, 2024 09:12:04 Prev.Close 27,520 Volume 14 Month Mar 14 Open 28,005 Settlement N/A Contact Size 5t. Day's Range 28,005 - 28,090 14/03/2024 9:14 AM apalumaolagi Even assuming a speedy resumption of Indonesian exports and mining in Myanmar, tin supply over the next few months looks challenging. The longer-term threat is of future supply disruption as resource nationalism drives both governments further down the road of export controls. Tin's use as a circuit-board solder makes it a critical mineral both for the current generation of electronics and the coming internet of things. Yet it is one with an incredibly fragile supply chain, beholden to the politics of Indonesia and the United Wa State Army. This year's supply squeeze may be just a taster of things to come for tin. 14/03/2024 12:34 PM apalumaolagi https://www.reuters.com/markets/commodities/tin-supply-trapped-resource-nationalism-squeeze-2024-03-12/ 14/03/2024 12:36 PM KClow To all those selling msc to me i thank you very much.. Dont worry i will sell msc back to you at rm6 i promise😀 14/03/2024 1:52 PM apalumaolagi it just getting started. tin price is just a gauge of how much MSC profit going to benefit from. if tin price shoot up to 30k and sustained until end of the year. i believe someone posted before, the gain would be how much 16/03/2024 12:20 PM Income Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. l've been working on expanding my small portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated. 16/03/2024 7:34 PM KClow Watch out numbers 2.3 and 2.4 Golden cross already done now closecabove 2.4 18/03/2024 12:23 PM apalumaolagi remember the cross trade few days ago. start seeing multiple selling at 10-12lot to pull down the price systematically 18/03/2024 4:28 PM apalumaolagi With the recovery of the global semiconductor cycle, the rapid development of AI, the wave of intelligent electric vehicles, the continued growth of photovoltaic installed capacity, and the vigorous development of the digital economy in China's new productive forces, the center of tin demand growth will continue to shift upward. On the resource and supply side, tin is extremely rigid. The global reserve-to-production ratio is only 14.8 years. In addition, the grades of major mines have continued to decline in recent years, and the problem of resource depletion is prominent. The Wa State region of Myanmar, which accounts for more than 12% of global tin ore production, has completely suspended production since August 1, 2023. The impact of the reduction in production caused by the long-term suspension of production has gradually emerged. Domestic tin ore processing fees continue to decline, and the "mine tightness" is Acting towards "Ingot Reduction" 19/03/2024 9:08 AM apalumaolagi https://www.mining.com/web/indonesian-tin-miner-timah-receives-export-permit-of-30000-tons-for-2024/ 19/03/2024 9:23 PM | APPS I3 Messenger Individual or Group chat with anyone on I3investor MQ Trader View Trading Signals and run Live Backtest MQ Affiliate Earn rewards with MQ Affiliate Program
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