Muhammad Usama

@SamiullahS99054 @stockifyy4u @intelligent_pk @Invest_Kardo @StockCompounder @ARNOfficiall @ArifHabibLtd @akdsecurities You are right.

@stockifyy4u @Muhamma10420762 @intelligent_pk @Invest_Kardo @StockCompounder @ARNOfficiall @ArifHabibLtd @akdsecurities From 5 june 2026 chas become shariah.lao mall

Just watched the chasma sugar inventory . Happy to see 653 millions baggase in inventory . Now calculate the eps of chasma sugar forget deregulation 😅. Ask this question to your favourite analyst on X as well to brokerage researchers .

@stockifyy4u @intelligent_pk @Invest_Kardo @StockCompounder @ARNOfficiall @ArifHabibLtd @akdsecurities Looo giii Sohail sabbb.... Koi arr dua krr leta.. Chasma is coming in Shariah category

@Muhamma10420762 @intelligent_pk @Invest_Kardo @StockCompounder @ARNOfficiall @ArifHabibLtd @akdsecurities non shariah 😞

@DoctorInPsx Thank you very much.....chasma bhi nazerr a gae.... Love u Dr sabb

#Colgate become shariah compliant They were sitting on piles of cash which were in FD that’s why it was non compliant, and it was for more than 3 years and recently news /opportunity to deploy those cash so i am assuming P&G is coming .

Important news for sugar investors. . Indirectly sindh govt are trying very hard to protect investors interest. . Imf give deadline of 30 June for sugar policy . Sindh govt oppose and wanted deregulation should be in steps. Must read this article. tribune.com.pk/story/2610094/…

@stockifyy4u @intelligent_pk @Invest_Kardo @StockCompounder @ARNOfficiall @ArifHabibLtd @akdsecurities Kya kre ya logg.. Unlike other industry inno n raw material (sugar cane) 90 days ma Lena hota... Other industry ka pass porra saal hota ha... Agrr sugar cane nhi la ga tou. farmers next year tkk crop nhi lgae ga. Phrr Mill closed.

@Invest_Kardo @intelligent_pk @stockifyy4u @StockCompounder @ARNOfficiall @ArifHabibLtd @akdsecurities Sir..... I tagged all analysts just to verify my working.. Baggase waliii story achii lgii iss lae iss lae dobara post ki chasma prr. Currently wheat and sugar deregulation ki batee ho rhi ha.. Chasma have 2nd largest floor mill after unity... Chasma is beneficiary boths sides

@Muhamma10420762 @intelligent_pk @stockifyy4u @StockCompounder @ARNOfficiall @ArifHabibLtd @akdsecurities I am getting. Increasingly interested in sugar but sugar is owners monopoly and not always a win for minority that risk factor remains always

Article written in 2024. Apply 2026 ma ho rha ha. #sugar deregulation .... Chasma.... Jdws.... Thal... dawn.com/news/1833383

@sulemaniya_ Sir you are covering sugar sector from years... Is it normal baggase prices are massively high.... Sugar companies like chasma and jdws have high inventory of baggase. Nearly 10x from last year.

Baggase earning is only applicable to large crushing mill. Reports of 100% price increases of baggase this year . It is replacing imported coal . Jdws also have high baggase

@FaseehDanish faseh bhaii kaee kyaal ha phrr ap ka... 10 ki eps nikal da ga baggase?? Half baggase khud use kre ga. Molasses kafii ha... Wheat arr ethanol ki energy kae lae 50%. Khud use kre ga... Remaining must be sold.

Special eiddy to my followers. x.com/i/status/20600…

@noproblem_et_al Only chasma and mirks showed exceptional results in this quarter.... Chasma being the 3rd largest listed mill is my first choice. And have no issue of shortage of cane..... But focus on deregulation of sugar sector policy news.

@Muhamma10420762 Best picks konsi hen sugar ki? Apki bhai 😃

Q.3 June will be highly profitable for sugar sector.. Ethanol is continue above 2 dollar. Margin are up 🆙 for ethanol. I give my best angle to research on sugar sector and best pick. Now it's up to how u eat and earn profits. Long good bye from psx as well as on X

@FaseehDanish 1% from last year.

@Muhamma10420762 You are saying Chashma's sugar recovery ratio is only 1%, I think it's 1st quarter report mentioned 10.7% approx

Shah Murad sugar.... Faseh bahii. Now u can get how margin of sugar sector ..... Now u apply this recovery ratio to chasma.... Chasma recovery ratio is 1% @FaseehDanish . Plus sir shml is loss in sugar segment only margin coming from ethanol.

@HusaaynShah @FaseehDanish Yes they are on full capacity No need of new plant just increase crushing days ... This group have also other mills in same kpk region which only produce Ethanol. Other mills are on under capacity

@Muhamma10420762 @FaseehDanish If am not wrong, their crushing capacity is 18k-19k They are already on 95% capacity utilization So ? New plant needed?

If this canal completed .... No one come close to chasma sugar .... Good luck to future looking investors of chasma sugar .... dawn.com/news/1945511

@FaseehDanish Look how much land is uncultivated because of low water in Di khan. Once this project completed it will improve availability of sugar cane around the area which chasma sugar covers.

@Muhamma10420762 Would this project increase earning capacity of Chashma sugar mill, if yes, how?

@FaseehDanish One thing is very clear. Kpk govt, federal govt, and ppp govt fully support this project... Even kpk demands earlier completion.

@Muhamma10420762 Please explain how it would impact the earning capacity of Chashma Sugar Mill