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JiutianC

Tob231
Elite

20-Mar-2026 09:12

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山重水复疑无路，柳暗花明又一村

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Tob231
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10-Mar-2026 10:55

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look like you should have exited .... so you should be safe

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Tob231
Elite

10-Mar-2026 08:56

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managed to pick up some. that is the obvious but many are unaware what they are doing fully .... so just watch
will collect as people start to throw down .... probably someone is accumulating 😂 😂 😂 😂 😂 😂 😂

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Tob231
Elite

06-Mar-2026 10:29

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haha ... you always amazes me ...
the coy is making so many changes and restructuring .... reduce waste and all
i took profit long ago .... i am glad you are helping to bring the price down ... I must say a Big Thank You.
just wait for the work to be done and you will see it soar to the sky 飞上枝头变凤凰
名字取得好，九天九天

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tritonyeah666
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05-Mar-2026 23:12

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With the new lowered forecast by china of 4.5 percent of GDP growth, I think this company can close shop soon

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JurongW
Elite

05-Mar-2026 01:42

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Yells: "Earnings give weight, Chart give wings"

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Must say something auspicuous in the year of the Horse to spread positivity:

九天九地齐贺，鸿运满堂

Tob231 ( Date: 04-Mar-2026 19:06) Posted:

JurongW, 你太厉害了 . 好一个 " 九天 九地 " ,
九天九地 - 该成语原指天有九重、地有九层，引申为绝佳的防御与进攻态势，常用于形容空间广大、地位差距巨大，属于描述极端情况的成语

九天就是恰恰如此 , 不是未到，而是时间没到 .... 你要忍耐 .

Tob231 ( Date: 04-Mar-2026 10:16) Posted:

there is sign of operational recovery and business activity has resumed ...
for now tiam tiam

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Tob231
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04-Mar-2026 19:06

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Tob231 ( Date: 04-Mar-2026 10:16) Posted:

there is sign of operational recovery and business activity has resumed ...
for now tiam tiam

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JurongW
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04-Mar-2026 15:58

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Yells: "Earnings give weight, Chart give wings"

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九天 - meaning nine heavens, the highest skies

As share price couldn' t live up to its name, might as well rename as 九地 - meaning nine earths, the deepest grounds.

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tritonyeah666
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04-Mar-2026 14:34

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Back where it belongs...in the gutters

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Tob231
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04-Mar-2026 10:16

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there is sign of operational recovery and business activity has resumed ...
for now tiam tiam

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Tob231
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27-Feb-2026 10:31

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they have changed the structure and managed to lower the cost ... next, to raise the revenue
like i said, " holding a small remnant which i should have sold awhile ago" hmmm maybe i should add-on 0.023/4

Tob231 ( Date: 09-Dec-2025 16:35) Posted:

they have successfully brought down the cost and now with the recovery, it will help to turn it around to profitability
wind of change is here

Tob231 ( Date: 01-Dec-2025 20:19) Posted:

what i understand from some sources is the management is doing a good job and successfully brought down the cost.
if they continue in the right direction, there is good chance of becoming profitable.
any broad-based recovery could speed up the process. 666 becomes 999
tiam tiam 👀

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labuubuuu
Veteran

26-Feb-2026 11:14

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All time buy and keep
Hold tight tight with stockist
Alot trader stuck
Waiting china BB
Taiwan BB

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tritonyeah666
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26-Feb-2026 10:51

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All time high stock market vs all time low share price says it all lol

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Tob231
Elite

12-Feb-2026 19:49

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祝你马年旺旺，万事如意
马年兴旺
马到成功，运气旺旺
龙马精神，旺旺旺！

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k2kingkong
Senior

12-Feb-2026 18:11

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UPDATED REPORT: Jiutian Chemical Group (SGX: C8R)

As of February 2026

Executive Summary

Jiutian Chemical Group remains in severe financial distress with signs of marginal operational improvement in 2025, though profitability remains elusive. The stock has declined to S$0.024-0.025 (February 2026), near historical lows. While 1H 2025 showed revenue growth of 74%, the company continues to burn cash with persistent net losses.

Current Stock Data (February 2026)

Metric	Current Value
Current Price	S$0.024 - S$0.025
52-Week Range	S$0.019 - S$0.042
Market Cap	~S$46-48 million
Price/Book	0.43x - 0.60x
Beta	1.35 (increased volatility)
Avg Volume	~3.3 million shares
Cash per Share	~S$0.17

Updated Financial Performance (2024-2025)

FY 2024 Full Year (Audited)

Revenue: S$50.6M (down ~91.5% from S$598.6M in 2023)
Net Loss: S$147.9M (continued deterioration)
Profit Margin: -292.47%
Cash Position: S$515.9M (significant war chest)
Debt/Equity: 46.82%

1H 2025 Results (June 30, 2025) &mdash Signs of Stabilization

Revenue: CN¥ 83.1M (~S$15.5M) &mdash up 74% YoY from CN¥ 47.5M in 1H 2024
Net Loss: CN¥ 64.7M (~S$12.1M) &mdash improved 23% from CN¥ 84.0M loss in 1H 2024
Loss per Share: CN¥ 0.033
Gross Loss: CN¥ 48.9M (improved from CN¥ 51.1M)

Key Drivers:

Trial production of new methylamine plant
Resumption of chemical product sales in Q2 2025
Cost-cutting measures and liquidation of loss-making subsidiary
Administrative expenses reduced

Q3 2025 Results (September 30, 2025)

Revenue: RMB 2.8M &mdash up 217% YoY from RMB 0.89M in Q3 2024
Shows continued operational momentum despite small absolute numbers

Financial Trajectory Analysis

Period	Revenue (S$M)	Net Income (S$M)	Trend
FY 2022	2,435	+490	Peak profitability
FY 2023	599	-345	Sharp decline
FY 2024	51	-148	Collapse
1H 2024	47	-84	Continuing losses
1H 2025	86	-128	Revenue recovery, still loss-making
TTM (Jun 2025)	86	-128	Slight improvement

Critical Observations:

Revenue appears to have bottomed in 2024 and is recovering in 2025
However, gross margins remain deeply negative &mdash the company is selling products below production cost
Net asset value per share dropped 10.5% to CN¥ 27.82 (1H 2025)
Cash burn continues despite cost-cutting

Strategic Developments (2025)

Major Corporate Actions:

Proposed Diversification (Ongoing since 2024)
- Third extension of long-stop date (June 2025)
- Attempting to pivot away from pure DMF dependence
- Termination of framework agreements announced (December 2025)
Strategic Restructuring of Controlling Shareholders (September 2025)
- Potential change in ownership structure
- Could lead to new management or strategic direction
Arbitration Proceedings (July 2025)
- Received notice of arbitration &mdash legal risks remain
Board Changes
- New independent directors appointed (2024-2025)
- Company secretary changed (March 2025)

Industry Context Update (2025-2026)

The global DMF market continues to grow:

Market Size: USD 2.27B (2025) &rarr projected USD 2.71B (2030)
CAGR: 3.8-4.1%
Key Growth Drivers:
- Pharmaceutical peptide synthesis
- Lithium-ion battery manufacturing
- Electronics/OLED films
- Polyurethane production

Competitive Landscape:

Chinese overcapacity continues to pressure pricing
Environmental regulations tightening in China
Major players: Shandong Hualu Hengsheng, Luxi Chemical, BASF, Eastman Chemical

Updated Entry Price Analysis

Given the 2025 data showing revenue recovery but continued losses, here' s my revised entry framework:

TIER 1: Deep Value/Contrarian Entry &mdash S$0.018-0.022

Rationale: At S$0.02, market cap (~S$40M) is significantly below cash value (S$515M)
Risk: High &mdash company could burn through remaining cash in 2-3 years at current burn rate
Reward: 3-5x if operations turn profitable
Stop Loss: S$0.015 (below 52-week low)

TIER 2: Speculative Recovery Play &mdash S$0.023-0.028

Rationale: Current trading range wait for Q4 2025/FY 2025 results to confirm trend
Catalysts Needed:
- Positive gross margins (currently negative)
- Quarterly revenue > S$50M
- Announcement of successful diversification
Position Size: < 2% of portfolio

TIER 3: Confirmation Entry &mdash Above S$0.035

Rationale: Would indicate market confidence in turnaround
Requirements:
- Two consecutive quarters of positive EBITDA
- Gross margin > 10%
- Clear path to profitability

Key Risks & Red Flags (Updated)

Risk Factor	Severity	Update
Negative Gross Margins	🔴 Critical	Still losing money on every sale
Cash Burn	🔴 High	S$515M cash provides ~3-4 years runway
Arbitration	🟡 Medium	Legal overhang from July 2025
Diversification Failure	🔴 High	Third extension suggests difficulty
Shareholder Restructuring	🟡 Uncertain	Could be positive or negative
Delisting Risk	🟡 Medium	If performance doesn' t improve

Investment Thesis Update

Bull Case (20% probability)

Revenue recovery continues into 2026
New methylamine plant achieves commercial viability
Diversification strategy succeeds
Takeover target at 0.5-1.0x book value
Target: S$0.08-0.12 (3-5x return)

Base Case (50% probability)

Continued stagnation with occasional revenue spikes
Break-even achieved by 2027
Stock trades range-bound S$0.02-0.04
Return: 0-50% over 2 years

Bear Case (30% probability)

Cash burn accelerates
Diversification fails
Equity raise/dilution or liquidation
Downside: -50% to -100%

Recommendation

HOLD/AVOID for conservative investors. SPECULATIVE BUY only for high-risk tolerance investors with the following conditions:

Entry: Scale in between S$0.020-0.024
Position Size: Maximum 1-2% of portfolio
Stop Loss: S$0.018 (25% downside protection)
Time Horizon: 2-3 years minimum
Catalyst Watch:
- FY 2025 results (March 2026)
- Q1 2026 quarterly disclosure (April 2026)
- Resolution of diversification strategy

Critical: The company is showing operational improvement but is not yet investable from a fundamental perspective. The 74% revenue growth in 1H 2025 is encouraging, but until gross margins turn positive, this remains a speculative punt on asset value rather than a business investment.

Current Status: The stock is cheaper than 2024 (S$0.024 vs S$0.028), but the risk profile remains extreme. Wait for Q4 2025 results before committing significant capital.

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Tob231
Elite

12-Feb-2026 16:30

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要打九九九
飛上枝頭變鳳凰 -

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tritonyeah666
Elite

11-Feb-2026 21:25

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wait 九九

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Tob231
Elite

06-Feb-2026 10:39

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我来也 , 该来的就会来
我倒要看九天是什么来头
没事的

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tritonyeah666
Elite

06-Feb-2026 10:35

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來了

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Tob231
Elite

04-Feb-2026 13:02

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是的 . 该来的就会来
龙的传人

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