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OMN's sitting at R108.39 after a minor pullback, but the real question is whether agricultural chemicals can maintain momentum as fertilizer cycles soften and input costs pressure margins. At current valuations, you're banking on operational leverage when volumes recover, yet the
OMN catching a bid at 111.65 on what looks like short covering rather than fundamental repricing. The chemicals play is still nursing weak margins and oversupply headwinds, so you need a meaningful phosphate recovery or cost restructuring to justify pushing higher from here.
Been reading the latest results, crop nutrition segment holding up decently
Did some homework on the latest results, balance sheet holding up decent
OMN at R110 is looking decent value if you're holding for the medium term. Fertilizer cycle is turning and their crop nutrition segment has solid margins when input costs stabilize. I put an order at R108 last week, didn't get filled but not crying about it either. Good day to top up if you believe the rand stays weak, makes exports sweeter for them.
been digging through the latest MD&A and the fertilizer cycle still looks strong for OMN, especially with global crop prices holding up and local rand weakness actually helping export margins. the balance sheet cleaned up nicely after they paid down debt, so they're not overleveraged heading into what could be a tighter supply year. at R110.47 you're not paying a stupid premium compared to the global peers, and the crop nutrition segment is actually printing decent returns on capital now. long term if agricultural commodity prices stay reasonable the group should keep compounding through the c
OMN up 0.63% today but it's been choppy lately, is anyone else holding or did you guys bail out already?
Has anyone else noticed Omnia went up a bit today? I'm trying to understand if fertilizer companies are a good bet for growing my kids' education fund or should I rather stick to something I know better?
OMN's break below the 50-day moving average at R9,600 on declining volume triggers my exit rule, liquidating the position despite the fertiliser cycle remaining structurally supportive because the systematic framework prioritises capital preservation over thematic conviction.
Picked up OMN at the R9550 support level this morning as it bounced off the 200-day, and the +1.22% already feels like the market confirming there's some momentum building back into the chemicals space.
OMN up 0.90% today at R9735, eish that's a small move. Can someone explain what makes the fundamentals look good or bad for chemicals companies like this one?
Omnia's structural headwinds remain formidable. The ammonia complex is trapped in a deflationary supercycle driven by Chinese overcapacity and lower energy curves, whilst rand weakness provides only cyclical relief on export pricing. With fertiliser demand tied to agricultural co
My debit order landed again this morning so I picked up some more OMN at R9293, these small gains day to day don't move me but the monthly contributions just keep stacking.
OMN's minor pullback to R9254 feels like noise given the rand's weakness against the dollar, which structurally supports input cost pressures for the fertilizer and chemicals play, so I'm not reading much into a 68 basis point dip on what's likely thin afternoon turnover.
OMN at R9307 up 1.13% but that's just noise — waiting to see if they can actually grow earnings or this stays a value trap.
Dumped half my OMN at R9600 last week, watching if it finds support below R9400 before considering a re-entry on fertiliser demand uptick.
OMN up 1.34% to R9526 but still lagging chemical peers like Sasol through this rally. Fertilizer demand holding it up while industrial chemicals struggle.