Posted by newbie2828 > 2021-08-15 08:55 | Report Abuse

https://cocoaasia.org/dir/historical-caa-cocoa-grinding-figures/

Posted by newbie2828 > 2021-08-15 08:57 | Report Abuse

cocoa grinding figure is growing to histprical high.

Posted by brian3381 > 2021-08-15 10:05 | Report Abuse

Strong

Posted by Bgt 9963 > 2021-08-15 10:24 |

Post removed.Why?

Posted by newbie2828 > 2021-08-15 17:30 | Report Abuse

GCB europe expansion timing is perfect.

Posted by pinnaclegrade > 2021-08-17 12:13 | Report Abuse

expecting strong QR

Posted by noticeme123 > 2021-08-17 15:03 | Report Abuse

hello anyone here? lai liao?

Posted by bagankia > 2021-08-17 17:21 | Report Abuse

Any update for Ivort Coast plant?

Posted by newbie2828 > 2021-08-17 22:48 | Report Abuse

most quiet forum award goes to...GCB :))

Posted by Bgt 9963 > 2021-08-18 08:58 |

Post removed.Why?

Posted by 2Invest > 2021-08-18 14:53 | Report Abuse

Thanks for the sharing @newbie2828. The increase of grinding capacity is a good sign, but cost of shipment may wipe up a BIG portion of GCB profit. That's also happened to JBFoods & many exporters.

Posted by 2Invest > 2021-08-18 14:55 | Report Abuse

Let's hope for the best

Posted by newbie2828 > 2021-08-18 21:51 | Report Abuse

every commodity in shortage and price shot up. i think same to cocoa powder. gcb in good position, seller market i m not worry about the freight cost.

Posted by newbie2828 > 2021-08-19 08:25 | Report Abuse

all trading in us$, good for gcb as rm has been depreciated so much.

Posted by Bgt 9963 > 2021-08-19 08:44 |

Post removed.Why?

Posted by 2Invest > 2021-08-23 16:28 | Report Abuse

https://klse.i3investor.com/servlets/ptres/60410.jsp

Kenanga said today result will be out

Posted by pinnaclegrade > 2021-08-23 16:45 | Report Abuse

probably after trading hours

Posted by Brutus > 2021-08-23 17:55 | Report Abuse

QR out. QoQ is better but YoY still some way to catch up.

Posted by Shadow Fiend > 2021-08-24 11:31 | Report Abuse

Just sold, not comfortable with its balance sheet and very poor cash flow.

Posted by pinnaclegrade > 2021-08-24 12:29 | Report Abuse

@Shadow Fiend can elaborate further? any interesting findings..
normally GCB would need to do rights issue or private placement to fund their growth

Posted by newbie2828 > 2021-08-24 16:21 | Report Abuse

i thought their cash flow is good and cash on hand is increasing

Posted by Bgt 9963 > 2021-08-24 16:37 |

Post removed.Why?

Posted by 2Invest > 2021-08-24 17:15 | Report Abuse

I also have just sold 50%, but Q to buy again at lower price if there are seller(s). Current quarter result is not convincing.

Posted by newbie2828 > 2021-08-24 19:05 | Report Abuse

GCB is not hotstock, for long term game, at least 3yrs to see its full potential.

Posted by 2Invest > 2021-08-25 17:11 | Report Abuse

I do agree with you @newbie2828. Time will show the company potential. Just that personally I have some concern. Sold another 50k shares today

Posted by newbie2828 > 2021-08-26 12:39 | Report Abuse

clearly people are collecting as the expansion plan is getting closer + travel open up in europe. ivory plant will also improve freight cost drastically, all positive factors waiting ahead .

Posted by Derrick Gan > 2021-08-26 14:39 | Report Abuse

Breakout 2.90 and toward 3.00 again. Good sign

Posted by newbie2828 > 2021-08-26 14:51 | Report Abuse

recovery and growth, GCB has both.

Posted by 2Invest > 2021-08-26 18:42 | Report Abuse

Good for everyone. Set to clear all at 3.++ & buy at 2.++. Boss is converting WB to mother shares at 1.65. Can't expect any lower than that unless massive market crash happen.

Ivory is expected to be completed by 1Q2022. Result will only be reflected on 2nd or 3rd quarter if everything is on schedule.

Cheers!!!

Posted by gemfinder > 2021-08-26 19:08 | Report Abuse

Thx for those selling last few days. Now no more kacau to go up. Hahaha

Posted by Fabien _the efficient capital allocator > 2021-08-31 19:32 | Report Abuse

GCB is a proxy of post covid recovery play. With EU & US borders opening up for tourism, expect certain levels of pent-up demand to boost recovery.

GCB is 4th largest cocoa grinder in the world. Current market cap is 3bil-ish, trailing PER is around 18x.

With Ivory Coast commissioning expected in 2H2022, they are in a sweet spot to ride the recovery.

Posted by Fabien _the efficient capital allocator > 2021-08-31 19:37 | Report Abuse

Their acquisition of SCHOKINAG in January last year allows them an immediate access to the European market. The Ivory Coast expansion is targeted to increase sales..about half of grinding capacity to be supplied to SCHOKINAG.

Posted by newbie2828 > 2021-09-01 21:45 | Report Abuse

solid payback year in 2022. Hold tight.

Posted by Derrick Gan > 2021-09-03 16:06 | Report Abuse

GCB ,slowly in uptrend again, forward to 3.10

Posted by newbie2828 > 2021-09-05 08:12 | Report Abuse

https://www.klsescreener.com/v2/news/view/877105

Posted by Derrick Gan > 2021-09-05 08:24 | Report Abuse

Will start goreng after this news? Same like Oldtown case?

Posted by newbie2828 > 2021-09-05 08:31 | Report Abuse

last few day volume increased could be related to this news.

Posted by Stevecheahsw > 2021-09-06 11:48 | Report Abuse

OLAM International become major share holder in GCB?

Posted by Bgt 9963 > 2021-09-06 12:15 | Report Abuse

No news...!

Posted by Stevecheahsw > 2021-09-06 13:20 | Report Abuse

Temasek is Olam major share holder

Posted by CK > 2021-09-06 14:27 | Report Abuse

sell on news

Posted by Bgt 9963 > 2021-09-06 14:28 | Report Abuse

Olam expansion world wide..!

Posted by wallstreetrookie > 2021-09-17 07:46 | Report Abuse

Consumer discretionary set to outperform as a result of possible rate hike as early as Q2 2022

Posted by 2Invest > 2021-09-22 13:18 | Report Abuse

Still very much subject to Tay's family if they are willing to dilute % of shareholding. Olam definitely will send someone to the BOD that's 2nd. It will be very interesting if terms from Olam want GCB solely sell GCB products to Olam, so Olam may have a chance to overtake BC.

Of course the most important question is the price offer irresistible.

Posted by 2Invest > 2021-09-25 11:32 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3194092


https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3193895

Posted by 2Invest > 2021-09-25 11:34 | Report Abuse

Big boss convert 11M WB >> mother share & acquire 11M shares from off market

Posted by Nepo > 2021-09-28 08:23 | Report Abuse

I believe the big boss 11M ordinary shares are from the conversion of warrant B, NOT purchased from off market..

Posted by 2Invest > 2021-10-01 21:05 | Report Abuse

Most likely.

Posted by newbie2828 > 2021-10-15 17:02 | Report Abuse

this is the best forum..up >4% also diam diam

Posted by newbie2828 > 2021-10-15 19:28 | Report Abuse

https://cocoaasia.org/dir/historical-caa-cocoa-grinding-figures/