Posted by DickyMe > 2020-05-13 22:18 | Report Abuse

ANAL YEASTS only looks at the past to deduce the worth and ignoring the future which depends on the qualitative criteria and winds of change in industry. They lack the foresight!

Posted by stockraider > 2020-05-13 22:36 | Report Abuse

Just buy lah!

Posted by jlong23 > 2020-05-13 23:36 | Report Abuse

SANITIZER VALUE CHAIN

Ethanol raw mat: produced by 48%-owned NYLEX
Sanitizer solution: produced by subsi ANCOM CROP CARE
Sanitizing services: carried out by subsi ENTOPEST

Entire sanitizer/sanitizing value chain captured by ANCOM BHD

Posted by Evara75 > 2020-05-14 09:45 | Report Abuse

Tis week tp??

Posted by jlong23 > 2020-05-14 09:51 | Report Abuse

Almost time for Q3 results announcement... since disposal of media last year, likely expect a better Q-o-Q results... TP short term above 90sen hopefully and if glove kaki come join chemical party then RM1 no issue

Posted by calvintaneng > 2020-05-14 11:18 | Report Abuse

1993 WAS ASIAN TIGER BULLRUN, 2020 IS HEALTHCARE BULL RUN BY COVID 19, GLOVE, FACEMASK & NOW SANITIZER IN NYLEX & ANCOM, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-14-story-h1507030237-1993_WAS_ASIAN_TIGER_BULLRUN_2020_IS_HEALTHCARE_BULL_RUN_BY_COVID_19_GL.jsp

Posted by calvintaneng > 2020-05-14 15:54 | Report Abuse

Note the progress

It begins with Gloves

Then it moves to Face Masks

Now is Sanitizers

More and more companies are venturing into Sanitizers

So good for Nylex as It has Ethanol for Sanitizers

And good for Ancom because it synergizes with Nylex like hand in glove making Sanitisers thru Entopest

See

https://www.theedgemarkets.com/article/local-cosmetics-brand-pivots-ha...

Posted by liang408 > 2020-05-14 19:18 | Report Abuse

TIME TO FLY

Posted by AllanTingAS > 2020-05-14 22:07 | Report Abuse

Q report not soo good! Revenue down.

Posted by calvintaneng > 2020-05-14 23:44 | Report Abuse

Report is until February 2020


This is what happened AFTER February 2020

1. After February Crude oil CRASHED from USD55 to less than USED25

Since cost of feedstock for polymer is so cheap the profits after Feb 2020 will skyrocket up

2. In March 18th Mco lock down started and glove prices spiked. After that face mask stocks spiked

Now sanitizers also spiked
With increasing demand for sanitizer the use ethanol spiked leading to Hexza going LIMIT UP AND PRICE DOUBLED 100% FROM 70 SEN TO OVER RM1.40!!!

NOW WE DISCOVERED THAT NYLEX NEWLY EXPANDED FACTORY IN CHUPING HAS INCREASED PRODUCTION OF ETHANOL

SO CHUN CHUN ON DOUBLE BOOSTER FROM NOW ONWARD FOR NYLEX AND ANCOM

THE FORTUNES HAVE TURNED

SE WE BUY "AHEAD OF TIME"

Posted by kyosan > 2020-05-15 08:15 | Report Abuse

too bad...qtr rslt show not what we expect

Posted by stockraider > 2020-05-15 08:23 |

Post removed.Why?

Posted by calvintaneng > 2020-05-15 08:39 | Report Abuse

Yes

Ancom is giving one free warrant for every four shares held.

THE FREE WARRANT IS TOTALLY FREE

NO NEED TO PAY ANY MONEY

AND THESE FREE WARRANTS CAN BE SOLD FOR EXTRA CASH

Posted by Evara75 > 2020-05-15 09:33 | Report Abuse

Still go down :(

Posted by calvintaneng > 2020-05-15 09:46 | Report Abuse

Market over react

Buy while cheap

1. Polymer from March 2020 will be more profitable as crude oil crashed

2.48.95% in associate nylex will be very good due to high demand for ethanol

3. Ancom converting ethanol to sanitizer from nylex fermpro

4. One free warrant for 4 share no need pay any money to subscribe

5. This quarter still profitable

6. Price is selling at huge discount to Nta

7. Bosses and Insiders buying and still holding

Ancom is also a cyclical turnaround which will see better times ahead

Posted by calvintaneng > 2020-05-15 11:07 | Report Abuse

NYLEX (4944) & ANCOM (4758). Time to buy on these Two Cyclical Stocks for 2 STRONG CATALYSTS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-15-story-h1507056312-NYLEX_4944_ANCOM_4758_Time_to_buy_on_these_Two_Cyclical_Stocks_for_2_ST.jsp

Posted by calvintaneng > 2020-05-15 12:12 | Report Abuse

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

Posted by nowayout > 2020-05-15 21:23 | Report Abuse

Temporary correction after hit latest peak....Latest QR not surprise is expected as in trimmed down the loss making business.I put hope for coming QR as in those sanitizers sales shall reflect in coming QR...cheers

Posted by dasm1284 > 2020-05-17 00:57 | Report Abuse

agreed. under-appreciated stock. the jewel of their business is prospects and growth trajectory of their agrichemical business. Contributing over 70% of profit with gross margins of >15%, this division is supported by a 4- year CAGR of over 25% in both revenue and profits!

key points from Rakuten:

1) Ancom Crop Care Sdn Bhd made RM35m net profit in FY19 and we expect the Group to maintain its profitability over the next 2 years with agribusiness to be key driver delivering earnings growth with new products to come onstream by FY21.

2) A bright spot amid Covid-19 pandemic as their subsidiaries are experiencing surge in demand which manufactures ethanol, an active ingredient in sanitisers.

Posted by calvintaneng > 2020-05-17 18:47 | Report Abuse

Ancom will also very good because it owns 48.95% of Nylex

MSM SUGAR IN CHUPING, PERLIS & NYLEX EHANOL FACTORY IN CHUPING, PERLIS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-17-story-h1507086007-MSM_SUGAR_IN_CHUPING_PERLIS_NYLEX_EHANOL_FACTORY_IN_CHUPING_PERLIS_Calv.jsp

Posted by calvintaneng > 2020-05-17 19:11 | Report Abuse

One more thing

Do you realise the low cost of land prices for all 12 acres in book value

Total book value only Rm2.575 millions or only Rm214,000 per acre or only Rm4.90 psf

The Net Asset Value of Nylex already more than Rm1.80

If revalued NAV of Nylex should go up higher

In short, Nylex is Selling at Very Deep Discount to Book Value

While Gloves are selling many times price to book value both Nylex & Ancom are selling at Deeeply Discounted Price to Book Value

That makes them even more Valuable now

Posted by KSLI > 2020-05-18 11:28 | Report Abuse

Quickly buy

Posted by jlong23 > 2020-05-18 11:34 | Report Abuse

T+3 wait for seller throw... then rocket up hehe

Posted by Investing_Bursa > 2020-05-18 15:05 | Report Abuse

TIme to buy ! Easily worth more than RM1!

Posted by KSLI > 2020-05-18 15:09 | Report Abuse

buying ..!

Posted by Investing_Bursa > 2020-05-18 15:29 | Report Abuse

Nylex already flying.....good sign for ANCOM

Posted by KSLI > 2020-05-18 15:39 | Report Abuse

wow!! Nylex already .83!! Ancom can break .80 too ?

Posted by Investing_Bursa > 2020-05-18 15:48 | Report Abuse

Yes, eventually it will and then all the way to RM !

Posted by Investing_Bursa > 2020-05-18 15:48 | Report Abuse

RM1

Posted by Investing_Bursa > 2020-05-18 15:50 | Report Abuse

Its on a nice steady uptrend with minor pullback once in a while

Posted by KSLI > 2020-05-18 15:57 | Report Abuse

nylex up 7 cents!!

Posted by howhl88 > 2020-05-18 17:03 | Report Abuse

There is no reason Ancom will not perform well next quarter. Nylex already shot up and Ancom owns 48.95% of it. They will benefit from the demand of ethanol and sanitizers. They have a well-structured plan to tackle the problems theyre facing too, ie trimming down loss making business like Redberry, reducing dependency of raw materials from china, restructuring.
Watch Ancom's group director's interview with 12invest here and you decide.
https://youtu.be/VC98pGdCsYc

I think Ancom's going in the direction and has been complimented by the rise of COVID-19 and im stocking up!

Posted by Investing_Bursa > 2020-05-19 12:06 | Report Abuse

Today is a good day to top up !

Posted by nowayout > 2020-05-19 20:16 | Report Abuse

Ancom another wave coming soon,say goodbye to those weak holders.Those who are short term players can’t make good return in Ancom bec Ancom is for long term players.Hit n run is like gambling either make or loss.By looking at the volume I assume those who wan to sell shud be clear the position already...Long term investors,let ready and see the rising of Ancom..cheers

Posted by Lau1668 > 2020-05-20 15:08 | Report Abuse

https://youtu.be/VC98pGdCsYc

Posted by nowayout > 2020-05-20 21:44 | Report Abuse

https://www.theedgemarkets.com/article/rakuten-trade-tread-carefully-times-market-exuberance

Posted by nowayout > 2020-05-20 21:48 | Report Abuse

ANCOM is Rakuten Top 5 picks in 2020...Good pick,Rakuten analsyt has long term view and prospects.Salute to the pro analyst.

Posted by linheng > 2020-05-21 06:53 | Report Abuse

Rakuten Head of Research Kenny Yee Top pick for 2020 is Vertice Bhd.
Now only $0.30. Ask to buy at $0.90+.
So much for Rakuten Research

Posted by nowayout > 2020-05-21 09:41 | Report Abuse

Got such report?coz The edge top pick 2020 don’t have Vertice...Anyway,analyst have their own view on particular stock pick.So I’m glad that stock that I invested is part of their Top pick....We need to study the company b4 committed.That is how we classified ourselves as value investors.

Posted by calvintaneng > 2020-05-21 13:19 | Report Abuse

SURGE OF COMPANIES GOING INTO SANITIZER MANUFACTURING GOOD FOR NYLEX'S ETHANOL SALES, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-21-story-h1507774980-SURE_OF_COMPANIES_GOING_INTO_SANITIZER_MANUFACTURING_GOOD_FOR_NYLEX_S_E.jsp

Posted by Investing_Bursa > 2020-05-22 10:48 | Report Abuse

Time to reload ANCOM....building new base for next upleg !

Posted by lim1818 > 2020-05-25 18:49 | Report Abuse

https://simplywall.st/stocks/my/materials/klse-ancom/ancom-berhad-shares/news/are-ancom-berhads-klseancom-statutory-earnings-a-good-reflection-of-its-earnings-potential/

Posted by nowayout > 2020-05-26 15:42 | Report Abuse

During these few days holidays,I did research again on agrochemical business.Myself involved in plantation or agriculture.Check with many local suppliers where a few type of agrochemicals products is shortage in local market,where oversea supplier also can’t source it.It was due to surge in demand by most of the countries.Mayb now each country wan to hav self sustain in food chain instead of import foods frm other countries.So how do u guys think bout Ancom agrochem business sales?I am very positive towards the agrochem sales...Theoretically sales is growth although economic cycle slow down..any comments?

Posted by calvintaneng > 2020-05-27 07:25 | Report Abuse

https://www.malaymail.com/news/malaysia/2020/05/26/cmco-johor-baru-shopping-centre-reopens-after-being-ordered-to-close-yester/1869779

Posted by calvintaneng > 2020-05-27 07:29 | Report Abuse

https://klse.i3investor.com/blogs/see_research/2020-05-27-story-h1507838684-The_Trilogy_of_FAST_FURIOUS_Shows_PART_4_The_New_Normal_NYLEX_4944.jsp

Posted by Puvaneshwaran Karupaya > 2020-05-27 17:01 | Report Abuse

how long to hold ? bought at 0.79 ..........

Posted by zoro21 > 2020-05-27 17:52 | Report Abuse

Opinion regarding locus attack in India, and across central asia? Does Ancom could benefit with these attack?

Posted by jlong23 > 2020-05-27 23:22 | Report Abuse

Locus destroy crops in India, so India need to import more. For eg, import more sugar from Brazil.

So Brazil sugarcane will have more demand, higher prices. Which means more money to spend on agrochemicals to manage the plantation better for higher yield.

All in all, as long as there is demand for food, for sugar, Ancom will continue to have demand for its products

Posted by calvintaneng > 2020-05-29 00:47 | Report Abuse

ANCOM (4758) THE SANITIZER AND INDUSTRIAL & AGRO CHEMICAL COMPANY OF VALUE, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-29-story-h1507892409-ANCOM_4758_THE_SANITIZER_AND_INDUSTRIAL_AGRO_CHEMICAL_COMPANY_OF_VALUE_.jsp

Posted by Tulasiamahnadason > 2020-05-29 06:22 | Report Abuse

Tq,Calvin