calvintaneng

7 BILLION PAIRS OF HANDS MIGHT NOT NEED GLOVES

BUT 7 BILLION PEOPLE ON EARTH NEED HAND SANITIZER

2020-05-15 11:10

calvintaneng

ALL STREETS OF WHOLE WORLD NEED DISINFECTING BY SANITIZER

SEE
https://www.google.com/search?source=univ&tbm=isch&q=disinfecting+entire+cities+photo&sa=X&ved=2ahUKEwjM_M3m8rTpAhVRWysKHeHiDgAQsAR6BAgKEAE&biw=962&bih=345

WHERE GOT ENOUGH ETHANOL??

2020-05-15 11:13

calvintaneng

LISTEN LISTEN LISTEN

YOU CAN GET FRESH LATEST FROM RUBBER TREES EVERY MORNING FOR RUBBER GLOVES

BUT SUGAR CANE FOR SANITIZER ONLY HARVESTED FROM 9 MONTHS TO 24 MONTHS ONCE

SEE

https://www.google.com/search?q=sugar+cane+grows+in+9+months&oq=sugar+cane+grows+in+9+months&aqs=chrome..69i57.8879j0j7&sourceid=chrome&ie=UTF-8

MANY GLOVE COMPANIES IN MALAYSIA

BUY ONLY HEXZA & NYLEX GOT SUGAR CANE FOR ETHANOL CONVERTING INTO SANITIZER!!

2020-05-15 11:18

calvintaneng

Do you know?

Gloves protect your hands from Covid 19?

Only sanitizer ATTACK!!

I never use any gloves so far

But i see hand sanitizer at home & everywhere

2020-05-15 11:21

calvintaneng

Isolation gown protects doctor's bodies from Covid 19

Few of us use it

BUT ALL USE SANITIZER THAT "ATTACKS" COVID 19

2020-05-15 11:23

calvintaneng

Face Masks protect our throat & lung from Covid 19

We wear them when we leave our homes

But we Use Sanitizers at home & every where to "ATTACK" & "DESTROY" invisible covid 19!

2020-05-15 11:24

calvintaneng

So Gloves, Isolation gown & face masks are defensive weapon

we wear to protect ourselves

Only "SANITIZER" is an offensive weapon that ATTACK & DESTROYS COVID 19

The best defense is an offense or ATTACK!!

2020-05-15 11:27

calvintaneng

Testerday Rakunten did a write up on Ancom

And we quote

We are positive on Ancom Bhd (“Ancom”) prospects and growth trajectory of their agrichemical business. This division contributes over 70% of group’s profit with decent gross margins of over 15%. Its 4-year CAGR is solid of over 25% in revenue and profits. As such, we believe Ancom will see better days in FY21 when its restructuring gains traction. BUY with target price of RM0.90 premised on 12.5x PER FY21 being 2-year average PER and comparable to its peers.

Ancom’s key driver and hidden jewel is their agrichemical business under Ancom Crop Care Sdn Bhd. The other major asset being its 48.95% stake in Nylex Bhd which is in the industrial chemical business that has hit a sweet spot amidst the Covid-19 pandemic. It is experiencing surge in demand for their ethanol production, an active ingredient in sanitisers. Its business of manufacturing hand sanitisers and hygiene and sanitisation services is the new normal in the wake of gradual opening of most business post CMCO. Ancom’s foray into sanitiser production is complementary to their existing business as the margins are fairly lucrative with gross margins ranging between 25-40%.

Core business and hidden jewel lies in their subsidiary Ancom Crop Care Sdn Bhd which contributes over 70% of the profit to Ancom Bhd. Agriculture chemicals which are part of the food supply chain are predominantly used in sugar cane plantation, palm oil plantations. It has reported FY19 net profit of RM35m and is expected to maintain is profitability for FY20 and FY21. This value however is trapped at group level which is undergoing restructuring as their other business has been a drag such as media that realised over RM12m loss for FY19.

Nevertheless, we still expect Ancom Bhd to remain profitable with agribusiness to be the key driver delivering earnings growth via expansion of capacities and new products for the agribusiness coming onstream by FY21. This would catapult group’s earnings and expect growth momentum to continue with EPS to chart double digit growth for FY21 and beyond.

And these are some good points

1) ANCOM 4-Year CAGR is solid of over 25%

2) Seeing better days ahead Rakunten gave a PER12.5 Target Price for Ancom at 90 sen

That is too modest. The Surge in NYLEX will lift up Ancom past Rm1,00 to Rm1.20 possible


3) Ancom owns 48.95% of NYLEX



The other major asset being its 48.95% stake in Nylex Bhd which is in the industrial chemical business that has hit a sweet spot amidst the Covid-19 pandemic. It is experiencing surge in demand for their ethanol production, an active ingredient in sanitisers.

Nylex has Hit a SWEET SPOT in Covid 19 pandemic!

Nylex is experiencing SURGE IN DEMAND for their ethanol production, an active ingredient in sanitizers


So Both Nylex & Ancom will benefit tremendously from the Upward Surge of Demand for Sanitizers

Gloves, face masks & isolation gowns are defensive

Only sanitizer is Offensive

Glove, face mask & isolation gown protect from Covid 19

Only SANITIZER ATTACK AND KILL CONONAVIRUS

2020-05-15 12:14

calvintaneng

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-13-story-h1507003335-NYLEX_4944_A_Surprising_Discovery_Nylex_Ethanol_Factory_is_Bigger_Than_.jsp

2020-05-15 12:14

Invest_168

IN NYLEX ANNUAR REPORT IT IS STATED THAT REVENUE FROM ETHANOL IS RM29 MILLIONS & A PROFIT OF RM2.8 MILLIONS (BUT FACTORY SHUT DOWN FOR UPGRADE AND EXPANSION TILL JUNE 2019)....
=> Only 29 Million the revenue from ethanol...the question is how much it can contribute to the earning of Nylex?

2020-05-17 23:58

calvintaneng

Already got Rm2. 8 millions from last time profit guidance

So when production fully resume plus high demand and increase in prices

Maybe Rm3. 5 millions to Rm4 Millons in profit or more

If crazy like glove then profit explode to Rm5 or Rm6 millions possible

2020-05-18 12:15