http://seekingalpha.com/article/3996733-cocoa-caught-demand-currency

Interesting read on global cocoa.

Might want to queue some more today. 2 more weeks to earnings. Make or break.

Question is will Maybank get any cash back? Or all go back to DBS first.

I buy again .885

Yes it has been fluctuating throughout with highs end april,mid june,mid july. Depends on how effective management can capture favorable prices.

Yes back for more!

http://www.bloomberg.com/news/articles/2016-07-22/asia-cocoa-grindings-climb-as-dismal-african-crop-boosts-demand

http://www.thestar.com.my/business/business-news/2016/04/22/higher-asia-cocoa-grind-on-better-processing-margins/

http://thestandard.com.ph/business/210363/chocolate-sales-seen-rising-on-millennials-strong-demand.html

https://next.ft.com/content/2fd0f549-4e78-30f2-a15c-23e8b84501ba

http://www.marketwatch.com/story/barry-callebaut-sales-revenue-rises-78-2016-07-07

http://www.nasdaq.com/article/cocoa-prices-end-higher-as-demand-picture-brightens-20160718-00808

Just sense a turnaround in the sector. Might not be strongly reflected in the next earnings though (hopefully I'm wrong on this), will have to wait it out. Look at the latest cocoa bean vs cocoa cake prices,

should have sold once earnings released. have to hang on tight for next announcement again. this time really letting go.

Beat last best record. Amazing management.

Sigh, buy again. Most contrarian stock ever. All chocolate companies going through the roof and processing moving to Asia now. Hopefully next earnings will shock the markets.

Follow CEO, buy more

Queue lot more 8.00 support.

This kinda stock, must keep years. If less than 5 year horizon , just go look elsewhere.

insider on board just added more 10 k

no rational basis for selling, unless holders are just impatient and going for REITS and properties now. stock isn't bad, it's just there are other alternatives right now catching the big fish.

fuck it, close eyes and buy again

still needs much more liquidity, price jumps due to low volume each price bracket. can't attract institutions yet

HOHOHO! Here we go!

really? it says cocoa trading near 39 year high

http://www.chicagotribune.com/news/sns-wp-blm-cocoa-f6d18990-4766-11e6-8dac-0c6e4accc5b1-20160711-story.html

C17s shot up 100%, why are there buyers when the strike is still above spot after the conversion ratio.

Let's hope they reimpose soon.

yes it was removed due to pressure from UK. Now UK is out, Europe has more autonomy.

I'm buying more at 1.40, will likely see more volatility now that pound has dropped and anti dumping has been lifted. Will hurt their exports, hopefully the breakup will cause euro to reinstate the anti dumping policy that was opposed mainly by uk

chl1989 , sorry didn't have time to take a look at the financials, what was CCB's best quarter of last year? Hopefully the beat it. Also will their costs go down since the pound/euro drop?

Hershey got an offer, industry moving to consolidation.

I'm waiting for a bit lower probably 0.83. Now cocoa traders are buying the london and selling in new york to take opportunity of the arbitrage. No word yet from GC on their cocoa price position.

I'm gonna wait, buy more at 90. Cocoa priced in sterling ,will see lots of uncertainty.

Amazing. One of the best pieces of writing I have ever come across. Better than WSJ, fund house reports, investor books. You really have a gift.

crap, i got caught at 1.60. just hold on for dividends

note to self: never buy a company that has high expectations priced in with even higher expectations moving forward( that will unlikely be met-unless you are a startup-tech)

i'm buying more 0.95 another few lots. cocoa prices will be stressed for now

Because they issued the warrants. Break 8.20, let's see them weep.

I'm going in again 0.95

Friend said this is a 1.50 stock. Going in at .28

Yes, hope goes to 9, warrants will go up to 0.06 by then

Hopefully, let's see what August brings

Okay, I'm going in at .98 average down

I think cause C19 strike is 8.60 ?

8.41! Hit 8.50 this week please, I will go to church everyday.

Based on the ratio and intrinsic value now. Must go above 8.50-8.55 to hit next price bucket. Pray hard

Isn't C17 Eur call with conversion to mother at 8.20?

Slowly, very strong support at 1.00. That is the undervalued price. It will shoot up soon, the longer the wait, the stronger the rally.

I think has to do with time decay of options? Reading through it, Not sure if it applies, but the theta right now is 0.00012 which is still positive?

C17 got in 0.02. TP 0.05. It's not correlated with mother shares now, still low despite the pickup.

IGB hit all time high wei, I am going straight to SREIT now

made 16% on warrants. god is good.

haha yeah. if it were listed I would definitely buy in.

go up 4 by dec please

It could be possible. However historically, if you look at track record of most retailers, dumb money has always been in last and out first at the wrong time. HFs/PEs/MFs have acted the exact opposite (good ones at least).

Good read to your question: http://www.bloomberg.com/news/articles/2016-03-30/a-2-billion-fund-says-good-riddance-as-dumb-money-flees-japan

very good. with all the pressure on rates/scandals/net outflow it still holds at mid-40s. smart money retains after dumb money is flushed out.