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Taylor Elite	03-Sep-2026 13:47        Taylor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gong gong tan Tan ku tio song
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Tob231 Elite	03-Sep-2026 08:22        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	就 是 吗 ....我 就 是 看 到 你 自 己 一 个 人 孤 孤 单 单 kaki gong, kaki song 才 进 来 讲 几 句 dialog lah .... but hor in order to do so, I have to do some research ... you know  just watch tiam tiam 👀
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tritonyeah666 Elite	02-Sep-2026 17:12        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	kaki gong, kaki song
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Tob231 Elite	02-Sep-2026 15:59        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	major giants have pushed quotes up to 5,500 - 5,900 rmb/ton  tiam tiam 👀
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Tob231 Elite	02-Sep-2026 15:49        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	dmf is trending  toward 5,500 rmb ... good sign  5360 rmb 九 九 同 心
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Tob231 Elite	31-Aug-2026 16:13        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is happening and seeing it .... dmf 5,500 rmb and soon it will rise to above 6,000 rmb ....
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Tob231 Elite	31-Aug-2026 12:15        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	九 天 ， 九 天 ， 其 实 Tritonyeah666 说 的 也 没 错 ... importantly is why and what the restructuring and the purpose behind it  ? 希 望 九 天 能 够 扭 转 乾 坤 ..... 飞 到 树 枝 变 凤 凰 所 谓 大 难 不 死 必 有 后 福 tiam tiam 👀
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Tob231 Elite	30-Aug-2026 08:55        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	九 天 九 天 ..... 偏 偏 出 了 露 水 ， 天 天 唱 山 歌 太 好 了 露 水 也 是 不 错 ， 滋 润 滋 润 一 下 皮 肤 The global market for Dimethylformamide (DMF)&mdash an essential polar aprotic solvent&mdash is valued at approximately USD 1.5 billion to USD 2.35 billion, with steady growth projected over the coming decade at a compound annual growth rate (CAGR) of roughly 4% to 6%. if not for the protectionism, the price is so much cheaper than NA & Europe
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tritonyeah666 Elite	29-Aug-2026 12:18        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No way lol..no demand for PU products nowadays
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Tob231 Elite	28-Aug-2026 11:51        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct and that pushes the DMF price to 5,500 and then 6,000.  just wait and see
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tritonyeah666 Elite	28-Aug-2026 08:28        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	but methanol rise faster than dmf lol
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Tob231 Elite	27-Aug-2026 08:11        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	you are exactly right .... they are cleaning up the small players and it is working through the industry.  at the peak is 18,200 rmb .... the near target is 5,500 rmb tiam tiam 👀 tritonyeah666      ( Date: 26-Aug-2026 18:13) Posted: --- Post Removed by User ---
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Tob231 Elite	27-Aug-2026 07:42        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The ultimate controlling shareholder of Jiutian Chemical Group Limited, Henan Energy and Chemical Industry Group, underwent a large-scale strategic consolidation and restructuring directed by the Henan provincial government to optimize state-owned enterprise resources, eliminate excess capacity, and improve market competitiveness.  Jiutian is a major, large-scale supplier backed by a newly consolidated provincial state-owned giant (China Pingmei Shenma). As state policy forces smaller, private " polluting" plants to shut down, the supply glut of Dimethylformamide (DMF) will shrink, allowing market prices to recover. The massive consolidation plan approved by the Henan State-owned Assets Supervision and Administration Commission (SASAC) in late September 2025 progressed rapidly to bring two provincial energy giants together The Safety Net of the Mega-Parent Unprecedented Financial Backing: Now that their direct parent is fully integrated under China Pingmei Shenma Holding Group, Jiutian has a massive state-owned enterprise (SOE) sitting at the top of its corporate structure. Credit Safeguard: While Pingmei Shenma has not directly injected cash into the Singapore-listed subsidiary, their overarching presence makes total default or sudden insolvency highly unlikely. Local Chinese state banks are far more willing to roll over short-term working credit (such as the RMB 48 million facility) because of this ultimate state backing.
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Tob231 Elite	26-Aug-2026 16:24        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unprecedented Financial Backing: Now that their direct parent is fully integrated under China Pingmei Shenma Holding Group, Jiutian has a massive state-owned enterprise (SOE) sitting at the top of its corporate structure. Investors are coming in ....
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Tob231 Elite	26-Aug-2026 13:58        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	九 天 九 天 , 金 九 银 十
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Tob231 Elite	24-Aug-2026 22:06        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	expected and know what to expect and what is to come ... rofl too
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Tob231 Elite	24-Aug-2026 15:43        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	you overlooked " The massive consolidation plan approved by the Henan State-owned Assets Supervision and Administration Commission (SASAC) in late September 2025 progressed rapidly to bring two provincial energy giants together" . The Safety Net of the Mega-Parent Unprecedented Financial Backing: Now that their direct parent is fully integrated under China Pingmei Shenma Holding Group, Jiutian has a massive state-owned enterprise (SOE) sitting at the top of its corporate structure. Credit Safeguard: While Pingmei Shenma has not directly injected cash into the Singapore-listed subsidiary, their overarching presence makes total default or sudden insolvency highly unlikely. Local Chinese state banks are far more willing to roll over short-term working credit (such as the RMB 48 million facility) because of this ultimate state backing.
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tritonyeah666 Elite	24-Aug-2026 11:52        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	no script, its just pretty simple..looking at fundamentals lol
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Tob231 Elite	21-Aug-2026 22:24        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tritonyeah666, did someone gave you a script ... you are stuck to it ....
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tritonyeah666 Elite	21-Aug-2026 18:13        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wait for their cash to run out, shld be in 6-12 mths time.
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