Showing posts with label BIG. Show all posts
Showing posts with label BIG. Show all posts

Monday, November 15, 2021

BIG BIG BIG INVESTMENT IN SARAWAK INTEGRATED HYDROGEN FACILTIES CAN BENEFIT BIG

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Listed company in KLSE which are engaging in clean energy are gaining momentum due to the foreseeable energy transition that is being pushed globally to reduce fossil fuel and adopt in clean renewable energy that emit lesser carbon.

While I tend to believe that fossil fuel cannot be totally phased out, the renewable energy is gaining traction as big corporate are putting in the big money into investing in clean energy, hence this movement will benefit the whole supply chain in the energy transition process.


According to the article by THE EDGE MARKETS, Sarawak is the spot chosen for the development of integrated hydrogen project which will be spearheaded by South Korean MNC giants, such as Samsung, LOTTE and POSCO INTERNATIONAL.


As the article mentioned, the investment for integrated hydrogen project in Sarawak is USD 12 billion, and another USD 2.7 billion for a fuel cell train system.

It also clearly mentioned that there is a clear investment potential for infrastructure players and storage developers. 

This directly point to BIG INDUSTRIES BERHAD as the infrastructure player for hydrogen gas in logistic and storage capacity.


As of now, BIG is slated to have a private placement which will need to be completed before end of December 2021 as the final extension given by BURSA MALAYSIA. The price of the private placement will be determined by volume weighted average price.

Current share issued of BIG is 52.9 million.

If BIG is to see private placement at RM 1.50 for 10% share (5.29 million), that will raise the company capital by around RM 8 million, which is a meagre amount considering that the whole supply chain investment will be more than USD 12 billion = RM 50 billion.



Now BIG is almost at the final stage of consolidation before a new break out in share price. RM 1.15 is a steady foothold. Breaking above RM 1.28 will signal a convincing uptrend.



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Wednesday, October 27, 2021

BIG INDUSTRIES BHD riding high on SARAWAK SEDC effort in reducing carbon emission of public transportation by using hydrogen fuel cell buses

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In continuation on my mention on B.I.G INDUSTRIES BHD, here is what you can expect on how Sarawak state government initiative to go green by using hydrogen fuel cell bus in public transportation will benefit the company in the long run.

For detailed reading, here is the reference source

Basically, Sarawak under SEDC (Sarawak Economic Development Corporation) is aiming to reduce carbon emission and improve energy contribution using green initiative.

Among the start, Sarawak Metro Sdn Bhd (wholly owned subsidiary of SEDC) will be looking to transform the public road system with hydrogen fuel cell feeder bus.


The blue line is hydrogen fuel cell powered bus which will have hydrogen refill station at each end.


Aside from higher consumption of hydrogen from the public transport usage, such facilities (refill station) will require logistic handling and maintenance of hydrogen gas to be transferred through pipe line and special tanks. This will ultimately benefit for B.I.G INDUSTRIAL BHD as they are expert in such work.

Investment will continue to pour in as Sarawak effort to reduce the carbon emission from public transportation. Hence, B.I.G will be getting long term supply and maintenance contract which will ultimately make them a positive cash cow when utilization peak up.


Eventually, Sarawak hope to develop the state to become a green hydrogen producer in the region. With the investment from Samsung Engineering, POSCO International and Lotte Chemical, it will help Sarawak SEDC to realize this target into a reality.

According to EU Hydrogen study, the hydrogen market will worth USD 11 trillion by 2030. It will be a huge market and massive investment will be needed now to build the infrastructure ready.

For this, B.I.G INDUSTRIES BHD will be well positioned to capture all side of growth in the use of hydrogen.


IMPORTANT NOTICE
Please be informed, I am not a professional or certified analyst. I am not a licensed consultant, just a normal retail investor. I am just sharing my ideas and opinion on the market outlook. Any company mentioned should not be interpreted as a buy/sell/trade call. Please do your own research and buy/sell/trade at your own risk.




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