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weishent Elite	12-Aug-2021 23:19        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Record profit and high DMF prices. Should keep .087 to .09. Record cash with news of new production any time
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tritonyeah666 Elite	12-Aug-2021 22:16        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	back to 0.080-0.083 lo...
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sjtrader Senior	12-Aug-2021 22:07        sjtrader About Contact  Quote this Post!
x 0   x 0  Alert Admin	SGX bad today and US market seems going down tonight. Tomorrow is Friday the 13th.  Hopefully, not so bloody...
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nott1965 Veteran	12-Aug-2021 21:58        nott1965 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tomorrow will be worse, forced selling day. Those who bought hearing stupid positive profit guidance all will lose pants. My friend just called me he is staring at 10k paper loss within 2 days.
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tritonyeah666 Elite	12-Aug-2021 21:52        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes classic pump and dump by the bbs, finally in the same boat as abundance today. But those who are on the right wave with the bbs made out like bandits.
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SgYuan Supreme	12-Aug-2021 21:29        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	jiutian day sad no wabc dn straight dn to w2 61.8% 87 day cloud lower 87 has to support it then new wave start
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tritonyeah666 Elite	12-Aug-2021 21:22        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	game over..gg
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SgYuan Supreme	12-Aug-2021 21:17        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	thks but it breakdown main w4 92 also breakdown very bad tritonyeah666      ( Date: 11-Aug-2021 17:53) Posted: SGYuan' s previous post: jiutian 30m w3 momentum strong - may have 1 more ware w3 ext ew on w4 93 - px hit 95 - if supported w5 106
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tritonyeah666 Elite	12-Aug-2021 17:23        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Laojiu....such an unpredictable and moody entity..
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lingd2002 Member	12-Aug-2021 16:34        lingd2002 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nowadays it is quite diffiicuit to get the chemical plant expansion to be approved, Chinese government establised more and more strict enviroment controlled policies
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FrancisLim Elite	12-Aug-2021 15:57        FrancisLim About Contact  Quote this Post!
x 0   x 0  Alert Admin	CDL lost monies because of its recent investment in China property co and for which it has cut its loss.    This is a S Chip, giving the history of S-Chip. Now even the China' s stars - tech, education, streamng, gaming and what have you and what next, are hit by the regulatory moves and  by radnom postings in the news media.. In view of the above, this S-Chip - pending approval on factory, hit by flood, and not sure any regulatory move to control the commoditiy prices.. has to proceed with great care and greatly discounted for all these adverse news.
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papayaface Supreme	12-Aug-2021 15:35        papayaface About Contact  Quote this Post!   Yells: "This is the best time to enter....when everythings uncertain"
x 0   x 0  Alert Admin	Looks like selling is drying up already. So it should be over within next 2 days, and price will continue to go up. Load up gradually again. Good luck niteowl68      ( Date: 12-Aug-2021 15:28) Posted: CDL reported loss of $32M for 1H 2021 and went up 18c or 2.72%. JT reported a record 1H profit of $33.6M and fell 0.005c or 5.38%. So just do your own DD... Buy call !  Am buying back those I had sold yest... holdings still the same but extra $$ in the bank.. Huat ahh! Calmroom      ( Date: 12-Aug-2021 08:24) Posted: For sharp contrast, CDL just reported a loss of $32.1m for the past 6 months. Compare this with JT earning $33.6m for the past 6 months. Next, take a look at CDL' s share price..
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niteowl68 Elite	12-Aug-2021 15:28        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	CDL reported loss of $32M for 1H 2021 and went up 18c or 2.72%. JT reported a record 1H profit of $33.6M and fell 0.005c or 5.38%. So just do your own DD... Buy call !  Am buying back those I had sold yest... holdings still the same but extra $$ in the bank.. Huat ahh! Calmroom      ( Date: 12-Aug-2021 08:24) Posted: For sharp contrast, CDL just reported a loss of $32.1m for the past 6 months. Compare this with JT earning $33.6m for the past 6 months. Next, take a look at CDL' s share price... Calmroom      ( Date: 12-Aug-2021 08:13) Posted: Hard to say.  Earning SG $33.6m in only half a year is a big deal. Especially for a penny which costs only 9.3c a share. Even stocks with shares prices above 20c also cannot report a profit as high as JT. News about the new factory plans waiting for approval before construction may not be priced in yet.
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bicboi Veteran	12-Aug-2021 14:16        bicboi About Contact  Quote this Post!
x 0   x 0  Alert Admin	typical JT, sell off after results. if want to load let it dip finish first, happened the past 3 results announcement. Obvious pattern here
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earnMeSS Member	12-Aug-2021 13:51        earnMeSS About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Of course please DYODD. You can try to do the same calculation as I had. I can pluck the figures off for you but you need to use your own assumptions for projection: DMF revenue -  429331 DMF ASP - 9987 / t Daily capacity - 252t (CNY 10 days off) MA revenue -  450738 MA ASP - 8844 /t Daily capacity - 299t Now you go and project the sales for 2H :) I am holding at least until next dividend for now. Maybe 3-6 months   Midtermer      ( Date: 12-Aug-2021 13:08) Posted: Thanks for the good observation, added at 87 - see if it pays off. Cheers. earnMeSS      ( Date: 12-Aug-2021 12:34) Posted: Yes the profit margin dropped slightly for Q2 mainly due to higher material cost and lower ASP of methylamine. If you calculate the avg production volume for 1H and project it forward, the revenue for Q3 will be around 350-400m RMB (assuming 20 days of maintenance and 10 days of half capacity during the flood) while the revenue for Q4 will be a whooping 450-500m RMB. This is of course based on the DMF and methylamine price currently. So, the 2H profit is likely to match 1H of 2021 at about 900m RMB. I do not see any significant head wind in terms of DMF pricing and possibly positive such as production expansion. I have collected one batch before previous dividend at mid 80s and I just added another batch today at 89 to take opportunity of price weakness. I expect today' s price to be at the bottom range for remaining months of the year barring any unforeseen global correction
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weishent Elite	12-Aug-2021 13:40        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.088 one mouthed up. time for short squeeze. go go go
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maccer Master	12-Aug-2021 13:37        maccer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortists try to shot based on fear! Just collect when it go down!
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Midtermer Master	12-Aug-2021 13:08        Midtermer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the good observation, added at 87 - see if it pays off. Cheers. earnMeSS      ( Date: 12-Aug-2021 12:34) Posted: Yes the profit margin dropped slightly for Q2 mainly due to higher material cost and lower ASP of methylamine. If you calculate the avg production volume for 1H and project it forward, the revenue for Q3 will be around 350-400m RMB (assuming 20 days of maintenance and 10 days of half capacity during the flood) while the revenue for Q4 will be a whooping 450-500m RMB. This is of course based on the DMF and methylamine price currently. So, the 2H profit is likely to match 1H of 2021 at about 900m RMB. I do not see any significant head wind in terms of DMF pricing and possibly positive such as production expansion. I have collected one batch before previous dividend at mid 80s and I just added another batch today at 89 to take opportunity of price weakness. I expect today' s price to be at the bottom range for remaining months of the year barring any unforeseen global correction. Midtermer      ( Date: 12-Aug-2021 09:23) Posted: Bro can share what u observed? Somehow seems to me profit margin dropped in q2 as revenue more or less maintained or did I miss something?
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sweet639 Veteran	12-Aug-2021 12:55        sweet639 About Contact  Quote this Post!
x 0   x 0  Alert Admin	wait long long lah. regret to buy China S shares tritonyeah666      ( Date: 12-Aug-2021 12:53) Posted: U should have waited, I expect prices to go back down to 0.080-0.083 levels, before November q3 earnings and bb jumps in again
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tritonyeah666 Elite	12-Aug-2021 12:53        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U should have waited, I expect prices to go back down to 0.080-0.083 levels, before November q3 earnings and bb jumps in again
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