Posted by wallstreetrookie > 2022-03-25 17:38 | Report Abuse

There is no such thing as operator
Only buy-side institutions, foreign institution, insiders, substantial shareholders, market-makers, wealthy clients (sophisticated), and retail investors.
Quit obsessing on the concept of "operator"

Posted by wallstreetrookie > 2022-03-25 17:38 | Report Abuse

It is always too late to buy a stock when hot money and asset managers rush in

Posted by wallstreetrookie > 2022-03-25 17:39 | Report Abuse

If you wanna buy stocks with heavy "operator" activity, go to MPI and UWC. But do you have the guts? What if sell-side dumps their stocks on you?

Posted by wallstreetrookie > 2022-03-25 17:39 | Report Abuse

It is part of the price discovery, Buy before asset managers deploy their capital

Posted by wallstreetrookie > 2022-03-25 17:39 | Report Abuse

I can also become the "operator" if I buy enough, but it is not the time yet

Posted by wallstreetrookie > 2022-03-25 17:40 | Report Abuse

Once I see enough order book, you bet I am going all in

Posted by awesome20 > 2022-04-05 19:44 | Report Abuse

egg theme

Posted by Peace99 > 2022-04-06 17:45 | Report Abuse

@wallstreetrookie How to qualify for private placement?

Posted by wallstreetrookie > 2022-04-06 19:56 | Report Abuse

2-5 M liquid asset

Posted by Peace99 > 2022-04-06 20:31 | Report Abuse

TQ. Assuming one day I have that $ haha then approach the company directly?

Posted by HEnryGoh > 2022-04-26 13:52 | Report Abuse

hi wallstreetrookie i am henry goh from klse screener u did mentioned just noticed my name being commented haha

Posted by Noni > 2022-05-03 11:11 | Report Abuse

Yenher doing same business. Which would you pick ?

Posted by stockraider > 2022-05-03 11:48 | Report Abuse

Not totally the same mah!

Rhonema has make dairy its 2nd core business mah!

Posted by terence775 > 2022-05-09 16:21 | Report Abuse

Noni, the businesses are actually quite different between the two companies

Do look into the quarterly reports and compare.

Posted by donkeycharles > 2022-05-10 09:56 | Report Abuse

will the war affect the cost of the food for the cows?

Posted by veterinarian > 2022-05-16 21:43 | Report Abuse

"During the 1849 California Gold Rush, few prospectors struck it rich. Most of the people who made money back then were those who “sold shovels” (and jeans, tents, pickaxes and other supplies and services) to the prospectors "

Posted by veterinarian > 2022-05-17 00:18 | Report Abuse

Rhonema provides animal health & nutrition products and services to the pets, poultry, ruminant, swine sectors (by revenue)

Posted by wallstreetrookie > 2022-05-20 16:09 | Report Abuse

Someone promoting this stock on Stockb*its

Posted by wallstreetrookie > 2022-05-22 07:43 | Report Abuse

Guys, seriously stop promoting Rhone-ma on Facebook

Posted by Got_Milk > 2022-05-28 18:23 | Report Abuse

Food Protectionism & Security

https://klse1.i3investor.com/blogs/investing_for_the_future/2022-05-28-story-h1624105182-Bloomberg_News_A_global_stock_trader_s_guide_to_navigating_food_protect.jsp

Posted by wallstreetrookie > 2022-06-17 14:27 | Report Abuse

Promote again

Posted by Got_Milk > 2022-08-02 19:05 | Report Abuse

JCorp returns to the black in FY21, with PAT of RM379m
Bernama
August 02, 2022 16:50 pm +08

https://www.theedgemarkets.com/article/jcorp-returns-black-fy21-pat-rm379m

Posted by Got_Milk > 2022-08-08 14:13 | Report Abuse

FGV ventures into integrated dairy farm business in Chuping, eyes 100 million litres of fresh milk a year
theedgemarkets.com
August 08, 2022 11:07 am +08

https://www.theedgemarkets.com/article/fgv-ventures-integrated-dairy-farm-business-chuping-eyes-100-million-litres-fresh-milk-year

-Rhone is one of the leading Ruminant animal health and nutrition providers in the country

Posted by Got_Milk > 2022-09-10 01:48 | Report Abuse

2nd Quarter 2022 was lower QoQ impacted by high raw material prices. The price of corn, soybean and wheat currently have all dropped significantly from the peaks in 2Q22. In addition 3Q and 4Q are traditionally stronger quarters...most importantly from a YoY basis (eg 2Q22 vs 2Q21 and 1Q22 vs 1Q21) Rhone continues to show double digit growth. FY2022 might be the year Rhone delivers record high profits (for comparison, the all time high share price was RM1.3x in 2017). The MD has recently started buying shares from the open market

Posted by wallstreetrookie > 2022-11-11 21:28 | Report Abuse

Good research by Got_MIlk as always

Posted by wallstreetrookie > 2022-11-11 21:29 | Report Abuse

Still unfathomable how Rhone-ma trades at such a significant discount from Farm Fresh

Posted by terence775 > 2023-01-09 18:43 | Report Abuse

Deep dive into Rhonema's business model, pros, cons, risks, growth stories!

PM me to get access to read my article for free

Posted by Got_Milk > 2023-02-20 18:26 | Report Abuse

$YENHER $RHONEMA $ANCOMNY $PLABS - Food Security as near to medium term investment theme

"Food security is an area that requires careful handling by governments. If not handled delicately, it could result in political instability..

Exacerbated by soaring commodity price, inflation pressure, food security have come under the spotlight.. Malaysia, is not spared.. despite being an exporter of chickens and eggs, the country experienced shortages..

According to the PM Anwar Ibrahim, the upcoming revised Budget 2023 to be tabled later this month will give emphasis on high food import bills and issues concerning food security..

Listed companies that could potentially benefit from adoption of modern agro-tech and agricultural best practices may include players that are involved in animal healthcare and agricultural chemicals such as.. (CONT)"

Posted by Got_Milk > 2023-02-22 10:46 | Report Abuse

No more price controls for chicken, eggs after June, says Mat Sabu

Tuesday, 21 Feb 2023, 6:37 PM MYT

KUALA LUMPUR: Prices of chicken and eggs are expected to be floated after June as part of the government's efforts to overcome the food shortage, says Agriculture and Food Security Minister Datuk Seri Mohamad Sabu.

He said the prices would be floated so that the Domestic Trade and Cost of Living Ministry could monitor and assess fluctuations in the prices of the goods compared to the current ceiling price.

"We are confident that the Agriculture and Food Security Ministry will satisfy the demand for chicken and eggs (through price floating) and even now it is sufficient but in five or six months' time, it will be more sufficient if no new undesirable matters (such as disasters) arise," he said when interviewed at his office here on Tuesday (Feb 21).

In January, Mohamad said that his ministry was studying the need to float the price of eggs in the market and provide targeted subsidies to the B40 group, and that discussions were being held with the Finance and Economy Ministries over the matter.

Full article: https://www.thestar.com.my/news/nation/2023/02/21/no-more-price-controls-for-chicken-eggs-after-june?fbclid=IwAR3wzRB2FKhZmJj-ZR9RXcMwerB2S8g6vNO1AVu4JgGrhB5TsOmTfFxGIgE

--

Inflation is inevitable and price controls on essential staples do not work

Posted by stockraider > 2023-02-22 11:36 | Report Abuse

Go....Go...Go RHONEMA!!!

Posted by sj1993 > 2023-04-06 21:58 | Report Abuse

any good news?

Posted by Got_Milk > 2023-04-07 00:37 | Report Abuse

Rhone Ma-Kulim joint venture to spearhead Jemaluang Dairy Valley project
06-04- 2023 09:15 PM

https://www.thesundaily.my/business/rhone-ma-kulim-joint-venture-to-spearhead-jemaluang-dairy-valley-project-HN10842050

Posted by Got_Milk > 2023-04-07 00:43 | Report Abuse

275 hectares = 680 acres equivalent to c. 25% of FFB farm size of ~2800 acres (as at end Jan 2022)

Construction of the project expected to be completed by July 2024

Posted by donkeycharles > 2023-04-07 10:13 | Report Abuse

who is winning at the market share of self sufficiency?

Posted by Got_Milk > 2023-04-07 16:15 | Report Abuse

There are various profit streams in the Jemaluang Dairy Valley project
1. Consulting/Construction profits
2. Maintenance/Management profits (continuing animal feed and nutrition products/services to the dairy valley)

Posted by donkeycharles > 2023-05-11 15:25 | Report Abuse

this stock hold for so long also sien

Posted by Got_Milk > 2023-06-16 14:43 | Report Abuse

https://www.thestar.com.my/business/business-news/2023/06/15/fn-to-invest-at-least-rm1bil-in-first-phase-of-gemas-dairy-farm

Posted by Got_Milk > 2023-07-19 22:47 | Report Abuse

Commodity prices like corn are coming down which should lower input prices

Posted by Michael Kwok > 2023-09-07 00:19 |

Post removed.Why?

Posted by TrendGuy > 2024-01-02 21:49 | Report Abuse

Comparing Yenher to Rhone Ma, is a hard choice

Posted by Peace99 > 2024-02-13 23:39 | Report Abuse

I have confidence in rhonema Dr Ban and company made up of doctors....think at this price good opportunity to top up

Posted by leongdota98 > 2024-06-12 18:50 | Report Abuse

can someone share about the AGM detail？

Posted by UnicornP > 2024-08-13 21:23 | Report Abuse

https://www.globenewswire.com/news-release/2024/07/25/2918924/0/en/Rising-Population-of-Livestock-and-Demand-for-Livestock-Products-to-Boost-Animal-Feed-Additive-Market-at-a-CAGR-of-6-9-by-2034-Future-Market-Insights-Inc.html

Posted by UnicornP > 2024-08-13 21:23 | Report Abuse

https://finance.yahoo.com/news/animal-health-industry-witness-exponential-104000804.html

Posted by UnicornP > 2024-08-13 21:51 | Report Abuse

https://finance.yahoo.com/news/asia-pacific-animal-feed-industry-105200826.html

Posted by UnicornP > 2024-08-13 21:52 | Report Abuse

https://www.openpr.com/news/3620676/animal-disinfectants-industry-to-witness-massive-growth

Posted by UnicornP > 2024-08-13 21:52 | Report Abuse

Isn't Rhonema's warrant very undervalued?

Posted by donkeycharles > 2024-08-14 14:51 | Report Abuse

It is, get in before it's too late

Posted by UnicornP > 2024-08-14 16:10 | Report Abuse

https://www.prnewswire.com/news-releases/animal-health-market-is-expected-to-surpass-usd-117-48-billion-mark-by-2031-rising-awareness-regarding-animal-health-among-pet-owners-driving-market-development--skyquest-302198052.html

Posted by UnicornP > 2024-08-18 22:23 | Report Abuse

This quarter is record revenue quarter and has the highest animal health product revenue per quarter.