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2016-08-10 09:43 | Report Abuse
Might want to queue some more today. 2 more weeks to earnings. Make or break.
2016-08-04 10:59 | Report Abuse
Question is will Maybank get any cash back? Or all go back to DBS first.
2016-08-01 09:47 | Report Abuse
Yes it has been fluctuating throughout with highs end april,mid june,mid july. Depends on how effective management can capture favorable prices.
2016-07-29 17:34 | Report Abuse
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,
2016-07-29 17:25 | Report Abuse
should have sold once earnings released. have to hang on tight for next announcement again. this time really letting go.
2016-07-22 16:53 | Report Abuse
Beat last best record. Amazing management.
2016-07-22 16:46 | Report Abuse
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.
2016-07-21 10:12 | Report Abuse
This kinda stock, must keep years. If less than 5 year horizon , just go look elsewhere.
2016-07-18 11:19 | Report Abuse
insider on board just added more 10 k
2016-07-15 10:56 | Report Abuse
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.
2016-07-14 09:42 | Report Abuse
fuck it, close eyes and buy again
2016-07-14 09:22 | Report Abuse
still needs much more liquidity, price jumps due to low volume each price bracket. can't attract institutions yet
2016-07-12 11:33 | Report Abuse
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
2016-07-11 16:56 | Report Abuse
C17s shot up 100%, why are there buyers when the strike is still above spot after the conversion ratio.
2016-07-05 12:03 | Report Abuse
Let's hope they reimpose soon.
2016-07-04 08:00 | Report Abuse
yes it was removed due to pressure from UK. Now UK is out, Europe has more autonomy.
2016-07-01 15:34 | Report Abuse
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
2016-07-01 09:44 | Report Abuse
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?
2016-07-01 09:36 | Report Abuse
Hershey got an offer, industry moving to consolidation.
2016-06-28 15:07 | Report Abuse
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.
2016-06-24 16:32 | Report Abuse
I'm gonna wait, buy more at 90. Cocoa priced in sterling ,will see lots of uncertainty.
2016-06-23 14:58 | Report Abuse
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.
2016-06-21 10:39 | Report Abuse
crap, i got caught at 1.60. just hold on for dividends
2016-06-21 10:37 | Report Abuse
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)
2016-06-21 10:34 | Report Abuse
i'm buying more 0.95 another few lots. cocoa prices will be stressed for now
2016-06-21 09:21 | Report Abuse
Because they issued the warrants. Break 8.20, let's see them weep.
2016-06-07 15:04 | Report Abuse
Friend said this is a 1.50 stock. Going in at .28
2016-06-07 04:33 | Report Abuse
Yes, hope goes to 9, warrants will go up to 0.06 by then
2016-06-06 16:44 | Report Abuse
Hopefully, let's see what August brings
2016-06-06 16:18 | Report Abuse
I think cause C19 strike is 8.60 ?
2016-06-06 16:08 | Report Abuse
8.41! Hit 8.50 this week please, I will go to church everyday.
2016-06-06 15:22 | Report Abuse
Based on the ratio and intrinsic value now. Must go above 8.50-8.55 to hit next price bucket. Pray hard
2016-06-06 15:04 | Report Abuse
Isn't C17 Eur call with conversion to mother at 8.20?
2016-06-06 14:26 | Report Abuse
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.
2016-06-06 13:56 | Report Abuse
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?
2016-06-06 13:19 | Report Abuse
C17 got in 0.02. TP 0.05. It's not correlated with mother shares now, still low despite the pickup.
2016-06-01 10:19 | Report Abuse
IGB hit all time high wei, I am going straight to SREIT now
2016-05-26 15:03 | Report Abuse
made 16% on warrants. god is good.
2016-05-23 08:16 | Report Abuse
haha yeah. if it were listed I would definitely buy in.
2016-05-19 18:41 | Report Abuse
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
2016-05-19 15:02 | Report Abuse
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.
Stock: [GCB]: GUAN CHONG BHD
2016-08-10 09:45 | Report Abuse
http://seekingalpha.com/article/3996733-cocoa-caught-demand-currency
Interesting read on global cocoa.