1 person likes this.

25 comment(s). Last comment by TheAlphaTrader 2022-10-21 09:36

Dkk08

68 posts

Posted by Dkk08 > 2022-02-26 10:11 | Report Abuse

Thanks a lot to this writer..I have a good start this year after following his Nov article on Hexind..I will sailang on Monday again.. hoot 9e.. Heng, Huat ah..

DrSteel

322 posts

Posted by DrSteel > 2022-02-26 17:53 | Report Abuse

raw material for making fertilizer costlier now due to oil price rise?

pokerpro88

107 posts

Posted by pokerpro88 > 2022-02-27 14:30 | Report Abuse

thank you for the article alphatrader. Very well written and presented.

Johnzhang

2,955 posts

Posted by Johnzhang > 2022-02-27 16:44 | Report Abuse

Did you do a thorough check if Hexind and Ancom are in fertilizer business?? Pls do so before you post .
As far as I know , Hexind is a small trading outfit for industrial chemicals, nothing to do with fertilizer. For Ancom, it core business is Agricultural chemical eg herbicide, insecticide etc. Ancom benefited a lot from one herbicide that they manufacture and the product price has surged considerably.

Johnzhang

2,955 posts

Posted by Johnzhang > 2022-02-27 16:46 | Report Abuse

The real direct beneficiaries are palm oil , oil & gas Upstream producers. Aluminium and steel companies will also benefit to some extent

pokerpro88

107 posts

Posted by pokerpro88 > 2022-02-27 17:02 | Report Abuse

hey John I read the annual report and it's correct. You are are always promoting cpo only and thats ok. But this article is not for you to promote your agenda

pokerpro88

107 posts

Posted by pokerpro88 > 2022-02-27 17:04 | Report Abuse

dont be another KYY. sick of people like you

DrSteel

322 posts

Posted by DrSteel > 2022-02-27 17:13 | Report Abuse

China so far not helping Russia evade Western sanctions-U.S. official

https://www.ibtimes.com/china-so-far-not-helping-russia-evade-western-sanctions-us-official-3415677

Some of that trade is conducted in China's yuan currency, which could technically fall outside of sanctions aimed at cutting Russia off from transactions in U.S. dollars, euros, sterling and other major currencies.

But Chinese banks that do business with Russian banks and other entities hit with full blocking sanctions and put on the Treasury's "specially designated nationals" list could face sanctions themselves and loss of access to the U.S. financial system.

The official said that if China were to help Russia evade U.S. sanctions, "it really would be an unfortunate signal for China's vision of the world," and give "tacit or explicit accommodation to Russia's invasion of a sovereign country in the heart of Europe."

"It would do profound damage to its reputation in Europe, but really across the world," the official said of China.

Johnzhang

2,955 posts

Posted by Johnzhang > 2022-02-27 19:19 | Report Abuse

Pokerpro88,
I suppose you are a big investor in Hexind. I had no intention to spoil your soup. I am just sharing information that i personally know in a public forum befitting to the title of the blog . So, what are you so angry about ?

Hexind was renamed from SCH Group bhd in 2021. In 2018, in a corporate exercise, PK fertilizers was injected into the group , I supposed is was for the intention of boosting turnover only. You must go to check what's SCH core business and expertise prior to 2018.

Let's talk about fertilizer !. In FY2020 and 2021, fertilizer sales was only $81 mil compared to $7.0 - 7.5 bil market size in Malaysia. Its market share is a tiny 1.1% that the market don,t even noticed it is a fertilizer player.

Let's look at financial numbers :
FY2021 EPS was 0.68 sen , PAT margin 1.6%
FY2019 EPS was 2.4 sen , PAT margin 4.7%
FY2018 EPS was 1.02 sen , PAT margin 4.1%
EPS and PAT margin decline substantially in FY2021.

In 2021, fertilizer prices were HIGHER between 50 to 100% compared to previous years. Let me ask you a simple question : Did the company make more money in FY2021 when fertilizer prices rocketed ? Clearly NO! Then, what makes you think that the company will benefit from further price increase due to Ukraine-russian war ?

I only share things that I know very well including plantation business. Can you tell me what have I shared about plantation that do not hold water ? I share my knowledge in plantation since 2020 and isn't all what i share come true ?

Don't be blind and lose the little money you have.

calvintaneng

53,155 posts

Posted by calvintaneng > 2022-02-27 19:43 | Report Abuse

Ukraine and Russia export 75% of sunflower seed oil and being bread basket of Europe will see corn and wheat price spike

now Ukraine farmers are running away and Agriculture export from Russia got boycott

Canola oil of Canada already failed due to drought
In Brazil north too much rain impact soybean harvest while Brazil Parana suffered from drought

Malaysia recently experienced a 100 year flood even plus lack of Fruit harvester for palm oil reduced production

All these events will converge and make palm oil go up in the Once a Century Super Bull Run time

Expect palm oil stocks to go up 300% to Rm1,000%

Sslee

4,564 posts

Posted by Sslee > 2022-02-27 19:45 | Report Abuse

Haha nowadays many KYY wannable, just look at the cover story and did not even read the content before come up with all the half past six promotion articles. No wonder 90% of investors are actually lossing money in stock market.

mrbusiness

206 posts

Posted by mrbusiness > 2022-02-27 20:03 | Report Abuse

If I am to choose between fertilizer and palm oil, of course palm oil is better and I think it is common sense. Correct?

Sslee

4,564 posts

Posted by Sslee > 2022-02-27 20:45 | Report Abuse

In Malaysia who is the biggest Urea producer?

SOURCES OF NPK FERTILIZER...COMPOSITION
The sources of nitrogen used in fertilizers are many, including ammonia (NH3 ), diammonium phosphate ((NH4 ) 2HPO4 ), ammonium nitrate (NH4NO3 ), ammonium sulfate ((NH4 ) 2 SO4 ), calcium cyanamide (CaCN2 ), calcium nitrate (Ca(NO3 ) 2 ), sodium nitrate (NaNO3 ), and urea (N2H4CO). Phosphorus is generally supplied as a phosphate, such as diammonium phosphate ((NH4 ) 2HPO4 ) or calcium dihydrogen phosphate (Ca(H2 PO4 ) 2 ).

Potassium comes from potassium sulfate (K2 SO4 ) or potassium chloride (KCl), which is also called muriate of potash. The phosphorus content of a fertilizer is specified as the amount of P2O5 because this is the anhydrous form of phosphoric acid. In this sense it is the most concentrated form of phosphate, which is the form of phosphorus required by plants. The potassium content is designated in terms of K2O, which is also called potash. Potash is a component of the residue left when plant materials are incinerated. The spreading of ashes on fields is an ancient method of replenishing potassium.

Modern chemical fertilizers usually contain KCl instead, but the potassium content is still specified as the equivalent amount of potash. Potassium chloride is 52% by weight K. Potash is 83% potassium. Thus, KCl provides only about 2/3 as much potassium asthe same weight of K2O. Thus, if a fertilizer is 25% KCl by weight, its potassium rating, based on potash, would be only 16.

pokerpro88

107 posts

Posted by pokerpro88 > 2022-02-27 20:56 | Report Abuse

Johnzhang First of all thank you for "looking out for the little money I have" and I see fine. I do not disagree with your numbers and analysis on cpo and hence thats why cpo stocks are already flying. I do not even own hextar but would consider buying it. My point is this forum is for sharing of info and not to run down or put down peolple's opinion

pokerpro88

107 posts

Posted by pokerpro88 > 2022-02-27 20:59 | Report Abuse

Some bloggers get a bad rap on i3 not because they make bad calls or bad reports, but the mere fact of recommending a stock and doing a 180 shortly.

pokerpro88

107 posts

Posted by pokerpro88 > 2022-02-27 21:02 | Report Abuse

I believe stocks go up and down for a myriad of reasons. If you are a fundamentalist and only want to make money that way, thats fine. Other'may make money from charts, thats great. Bottom line there is no "right" or "correct' stock to buy. Peace to you

Johnzhang

2,955 posts

Posted by Johnzhang > 2022-02-27 21:17 | Report Abuse

Pokerpro88, There is big difference between running down on people and pointing out misinformation or misleading information for the interest of general public. Hope you don’t take both the same .
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Posted by pokerpro88 > Feb 27, 2022 8:56 PM | Report Abuse

Johnzhang First of all thank you for "looking out for the little money I have" and I see fine. I do not disagree with your numbers and analysis on cpo and hence thats why cpo stocks are already flying. I do not even own hextar but would consider buying it. My point is this forum is for sharing of info and not to run down or put down peolple's opinion

Posted by sherlockman > 2022-02-27 21:31 | Report Abuse

Well said pokerpro88....most important is making money. No right or wrong way!

calvintaneng

53,155 posts

Posted by calvintaneng > 2022-02-27 22:41 | Report Abuse

If you really want to make real serious money there is only one class of stocks that will outperform all others

That is palm oil shares

Palm oil for the last one year being suppressed by ib banks and the fickle media will now rise up in pent up explosive demand to make up for loss time

Posted by TheAlphaTrader > 2022-02-28 08:38 | Report Abuse

Sslee...Why would I wanna be KYY? It is hard enough just to be myself. Btw, as a Christian I did pray for your mum after I read your article. I hope she is good and well now.

pokerpro88

107 posts

Posted by pokerpro88 > 2022-04-18 17:39 | Report Abuse

good call!

pokerpro88

107 posts

Posted by pokerpro88 > 2022-04-18 17:41 | Report Abuse

it's already up over 35% since this article...wonder if it's time to take some profits...

Posted by TheAlphaTrader > 2022-10-13 16:31 | Report Abuse

congrats to all those who bought early and saw it through till now! Not easy to have a multibagger in a ravenous bear market!

Posted by TheAlphaTrader > 2022-10-13 16:34 | Report Abuse

with the approval of shareholders approval in the bag for Hextar Fertilizers Group, expect bigger things to come from Dato Eddie Ong!

Posted by TheAlphaTrader > 2022-10-21 09:36 | Report Abuse

super bullish move to all time highs!!

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