Posted by Wudishijimo > 2020-01-13 22:42 | Report Abuse

I didnt attend. Im aware that they had this presentation in afternoon, but i dont see anyone talking about it yet

Posted by lim1818 > 2020-01-14 21:02 | Report Abuse

https://www.itradecimb.com.my/index.php?ch=gen_media&pg=gen_media_event&ac=454

Posted by lim1818 > 2020-01-14 22:02 | Report Abuse

Best method of "presentation" is to reward shareholders with generous annual dividend and the CEO will see his share price spike to historical high.

Posted by Wudishijimo > 2020-01-14 23:48 | Report Abuse

Best is to make sure business run well with growth profit

Posted by jlong23 > 2020-01-17 23:42 | Report Abuse

https://www.youtube.com/watch?v=ffMURq0m1Vs&feature=youtu.be

Someone just shared their presentation video from CGS

Posted by Jeffreyteck > 2020-02-09 10:04 | Report Abuse

Last Feb was a loss, chances to report improvement in coming Feb may be high but fundamentals will not change substantially. Est up slightly but fall gradually back to around 50 as not much improvement (in fact, don't see improvement in revenue) over the years, unless management or analysts goreng it. Assuming 3 sen dividend annually for LT investors, it will take 22 years to recover their capital.

Posted by Growth > 2020-02-17 18:02 | Report Abuse

promising Company.
company had developed two new molecule, to launch on 2020 Q3 and 2021 Q1

Posted by CatchThe Bull > 2020-02-18 10:04 | Report Abuse

What will happen after double top?

Posted by kyosan > 2020-02-18 18:26 | Report Abuse

ancom...dont see much on Entopest whatsoever.... its small biz... the big contribute is their subsidiary to join covid-19 outbreak sanitiser raw material, Fermpro Sdn Bhd,

FERMPRO SDN BHD
Fermpro Sdn Bhd is Malaysia's leading manufacturer of high quality ethanol using cane sugar
molasses and advanced US distillation technology. Its ethanol conforms to British Pharmacopoeia
Standards and is widely used in cosmetics, toiletries, personal care products, Pharmaceuticals,
health tonics, food flavours, paints, printing inks, as sterilising and cleaning solutions, and for other
electronic and industrial uses.
Its products include:
Ethanol 96% B.P.
Absolute Ethanol B.P.
Denatured Ethanol
Specially Denatured Ethanol
Liquified Carbon Dioxide

peace~

Posted by kyosan > 2020-02-18 18:28 | Report Abuse

Sorry, wrong channel ..Fermpro under Nylex... Ancom subsidiary... so Nylex will expose more~

Posted by William Ng > 2020-02-19 00:15 | Report Abuse

0.70 today

Posted by William Ng > 2020-02-20 21:30 | Report Abuse

0.75

Posted by Oreo Oreo > 2020-03-03 23:45 | Report Abuse

Coronavirus: “Profound Impacts” On Fertilizer and Crop Protection

Posted by Oreo Oreo > 2020-03-03 23:45 | Report Abuse

https://www.agweb.com/article/coronavirus-profound-impacts-fertilizer-and-crop-protection

Posted by Oreo Oreo > 2020-03-03 23:45 | Report Abuse

https://www.agweb.com/article/coronavirus-profound-impacts-fertilizer-and-crop-protection

Posted by Jeffreyteck > 2020-03-06 07:25 | Report Abuse

TP 0.50 will consider.

Posted by Hunter8888 > 2020-03-06 18:23 | Report Abuse

TP0.85

Posted by saltedfish > 2020-04-11 12:52 | Report Abuse

Waste of time. Management kicking out company’s money to friendly third party to try to prop up the share price, instead of using the capital to do business

Posted by nowayout > 2020-04-28 20:40 | Report Abuse

may i know that ancom will benefit frm covid-19?i read an article in newspaper where ancom did manufature sanitizer.So far we all know that glove is shortage,how about sanitizer?would it be same high demand as glove?Any expert know about this?tqvm

Posted by jlong23 > 2020-04-29 11:25 | Report Abuse

Sanitizer demand will continue its uptrend due to higher hygiene requirements by companies and general population awareness of sanitising. Ancom subsi Entopest already in sanitising business. Not just sanitizer, but also disinfectant services. My office building use their service and sanitizer solutions. Nylex has a unit Fermpro also manufacture ethanol like Hexza, full demand from now on...

Posted by nowayout > 2020-04-29 14:28 | Report Abuse

noted tks

Posted by jlong23 > 2020-04-29 19:11 | Report Abuse

Since Covid19 started, more countries focusing on agriculture sector to be more self-sufficient. When international shipping and logistics is crippled, food security become big big issue... Governments wouldn't want their people hungry and angry, will lose votes haha...

Agriculture activity up, agrochemical usage also up... Ancom core biz is agrochem part of food supply chain

Posted by nowayout > 2020-04-29 22:07 | Report Abuse

Event u said so but thr are many others Ancom competitors rite?How much u think tat Ancom can be benefiting?Many agrochem players as well.

Posted by jlong23 > 2020-04-30 22:00 | Report Abuse

https://www.facebook.com/MELODYdotmy/photos/rpp.320198834704885/3087038294687578/?type=3&theater

Ancom subsi Entopest on MelodyFM tomorrow 9am.

Posted by nowayout > 2020-05-04 20:54 | Report Abuse

Today all health care companies so active..Hexza and Hektar...when will b Ancom turn?hahaha

Posted by nowayout > 2020-05-05 10:46 | Report Abuse

i think value investors notice about Ancom.....start to have buying interests...

Posted by jlong23 > 2020-05-07 17:06 | Report Abuse

Ancom today is different from Ancom 3 years ago.

Loss-making media division gone.

Agrochem tripled revenue & profits from 2015 to 2019, of which 70% from export market.
NEW agrochem factory underway, new high margin products.
NEW sanitisation & hygiene business, pest control business.
NEW investor engagement by new management to educate shareholders.

TP RM1 mid term ,long term RM2 once agrochem unit is discovered by market...

Posted by Energiser > 2020-05-08 17:23 | Report Abuse

This new director appointed in the announcement today is he still the Petronas Chemical CEO?

Posted by jlong23 > 2020-05-08 17:41 | Report Abuse

His bio says he is ex Petronas Chem MD, no longer CEO of PetChem now. Current Chemical Industries Council chairman...

Posted by Energiser > 2020-05-08 17:42 | Report Abuse

Wow looks like some major changes coming.

Posted by Energiser > 2020-05-09 10:23 | Report Abuse

Any ideas how much are the disinfectant services? Would expect this to contribute higher earnings in the next few quarter results for Ancom.

Posted by jlong23 > 2020-05-09 20:53 | Report Abuse

Sanitising services carried out by Ancom subsi Entopest.

Entopest acquired for RM2m in year 2016. That time Entopest annual revenue less than 2m.

Fast forward 3-4 years, annual revenue more than 10m now. And due to Covid, this biz unit expected to grow faster. Parent co of Entopest is Ancom Crop Care, agrochem manufacturer. Just like Hextar, Ancom Crop Care already developed sanitising/disinfectant chemical. Upstream product, downstream service both also tapao by Ancom hehehe

Posted by nowayout > 2020-05-09 21:07 | Report Abuse

i personally study in ANCOM.I realized that agrochem division is actually making good money.If we evaluate it alone excluded the other business unit,basically it worth RM2 per share.Correct me if i make any wrong calcualtion.So that mean ANCOM was dragged by those unperformed business.I am wondering management have any planning on those blood sucking business since the new Director appointment.

Posted by Alan12345 > 2020-05-10 16:04 | Report Abuse

Newly appointed director Datuk Hapiz also appointed to MSM board.

MSM supplies molasses to Fermpro as raw mat for ethanol production. Ancom should be locking in higher molasses for higher capacity ethanol production!

https://www.theedgemarkets.com/article/msm-appoints-four-directors-including-exceo-and-former-umw-ceo

Posted by jlong23 > 2020-05-12 19:43 | Report Abuse

Nylex UP today... tomorrow time for Ancom to shine

Posted by nowayout > 2020-05-12 19:47 | Report Abuse

Hextar,Hexza all similar business company already up like mad...Mayb is Ancom time to surprise the investors since laggard so many years

Posted by Cheongster1715 > 2020-05-12 21:43 | Report Abuse

0048 will follow also...

Posted by fizz27 > 2020-05-12 22:15 | Report Abuse

Value investors starting to come in.

Posted by Sebastian Power > 2020-05-13 09:22 | Report Abuse

how can ancom price lower than nylex.. Dato Siew masih tidur, he will goreng later

Posted by vyap > 2020-05-13 09:35 | Report Abuse

Rakuten tp 0.9

Posted by nowayout > 2020-05-13 09:40 | Report Abuse

Tp 0.90 still very conservative..my sincere target is 1.50 to 2.00 when those underperform business spin off...solid growth company...reduce their debt then would b very healthy n manageable already

Posted by Live4Tea > 2020-05-13 12:36 | Report Abuse

Ancom director still got charge for criminal case or the case finish already? Scary if case start again. Debts still too high lorr..

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

Live4Tea, this is the misconception of many. Remanded to assist in investigation, was NEVER 'charged'.

Furthermore, the bail has ended and no further action taken. Investment banks would do a full vet before proceeding with any corporate exercise, so let's wait and see their upcoming moves...

Posted by Sebastian Power > 2020-05-13 14:30 | Report Abuse

Just call Dato Siew. He said get ready for afternoon trading session. Hahahaha

Posted by Money122 > 2020-05-13 14:42 | Report Abuse

RM1.00 coming soon

Posted by KSLI > 2020-05-13 14:48 | Report Abuse

today RM1?

Posted by calvintaneng > 2020-05-13 15:54 | Report Abuse

BUY ON PULL BACK

ANCOM OWNS 47% NYLEX

OIL PRICE CRASH VERY GOOD FOR ANCOM AS WELL

ANCOM HAS ENTOPEST WHICH DEALS WITH SANITIZER

ANCOM ALSO FOR NITRILE FOR THE GLOVE INDUSTRY

GLOVE & SANITIZER BULL WILL BE ON AS LONG AS COVID 19 PERSIST

Posted by Evara75 > 2020-05-13 18:09 | Report Abuse

;D

Posted by nowayout > 2020-05-13 19:56 | Report Abuse

Buy when people fear....current price is still cheap if we compare the valuation.
Debt is not an excuse to stop the price rally,every PLC also got debts.The crucial part is whether the business income able to do repayment on debt/borrowing.Ancom has solid business and income repayment not an issue.If we look at Topglove,debt is huge also.PLC with debt doesnt mean bad because company is actually venture into new business/expand that could hav potential to generate good earning to group.My own sense.

Posted by jlong23 > 2020-05-13 22:15 | Report Abuse

A lot of "analysts" look at total debt and would pass a general comment such as "total debt too high".

If you understand the trading nature of some businesses, most debt is actually credit lines, trading facilities used for purchasing of goods, be it raw mat, intermediates or trading products. All these short term debts form part of the total debt. For a group with total revenue more than RM1.5b (due to consol of Nylex, a trader and distributor of petrochem), the total debt over revenue is at a very reasonable level.