Metal Commodities Story: TIN

2021年3月4日

1. Fundamentally strong company.
2. Back to back quarters good results.
3. Trading at half its book value
4. PE = 6
5. TTM EPS= 10.66
6. Grossly undervalued company.
7. Historic supply squeeze is driving Tin prices up. Has reached 10yr high.
8. Technically on the verge of break out.
9. Demand for Tin in the packaging space.
10. Stock can be a 5x to 10x multibagger from here.

2021年3月5日

註釋

11. Yearly sales around 300Cr in last 3-5 years.
12. At current market cap of 70.8 Cr it is 1/4th of sales.
13. FY21 EPS should >15. FY22 should do >20
14.Dividend paying company

2021年3月22日

註釋

Aug 2020 Tin was trading at $18 per Kg.
Mar 2021 Tin is trading at $27.75 per Kg.