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Delfi
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Buoyant outlook
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Elf2000
Elite |
19-Feb-2026 23:00
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📉 Cocoa futures keep dropping (2025&ndash 2026)
1) Demand destruction &ndash chocolate makers buying less
High cocoa prices in 2024&ndash 2025 made chocolate expensive.
Consumers bought less &rarr factories processed less cocoa (&ldquo grindings&rdquo fell globally).
Lower demand = prices fall.
➡ ️ Europe grindings &minus 7.2%, Asia &minus 16% YoY in 2025
When demand slows, futures traders expect weaker consumption &rarr they sell futures &rarr price drops.
2) Supply outlook improving (weather + harvest recovery)
Earlier prices surged because crops failed in West Africa.
Now conditions improved:
Better rainfall and harvest expectations in West Africa
New production from Ecuador
Crop recovery after disease/drought
All these increase supply expectations &rarr bearish for price.
�
foodingredientsfirst.com +1
3) Market moving from deficit &rarr possible surplus
After years of shortage, analysts now see the market rebalancing:
Rising output + weaker demand &rarr potential surplus seasons
Surplus outlook pushes futures lower
�
ING THINK +1
4) Prices correcting from crazy 2024 bubble highs
Important point: cocoa was at record extreme highs before.
Prices doubled in 2024 due to crop disease & weather shocks
Current fall is a normal correction, not a collapse
�
ABC News +1
So futures look &ldquo crashing&rdquo mainly because they&rsquo re falling from abnormal peaks.
5) Real-world signals confirm weak market
Recent news shows:
Global futures nearly 50% down
Unsold cocoa piling up in Ivory Coast warehouses
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eddyeddy
Master |
11-Feb-2026 19:42
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More to go , 1.29 minimum . | ||||
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muifan
Supreme |
06-Feb-2026 09:37
Yells: "Take the leap of faith dont regret 20 years later!" |
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World biggest chocolate manufacturer released earnings.
If not for mass market selling down, could have gone higher. Turnaround story for Delfi , $1.20 target :) Hershey Co NYSE: HSY
USD+18.59 (9.03%)today
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Alignment
Elite |
05-Feb-2026 19:57
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Delfi only had limited cocoa hedges on so we' ll be seeing the benefits of the big fall in prices in their results soon. | ||||
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Cadence88
Veteran |
05-Feb-2026 16:00
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Coffee and Cocoa are different ley
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muifan
Supreme |
05-Feb-2026 14:30
Yells: "Take the leap of faith dont regret 20 years later!" |
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After yesterday cocao price crash 6%, at this price level ,
Delfi was trading at $1.40 , the bbs know this and have been whaling in since morning ? of cos helped by the re rating of food empire make this look ridiculously cheap
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eddyeddy
Master |
05-Feb-2026 14:17
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Silver Queen very tasty . | ||||
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muifan
Supreme |
05-Feb-2026 09:26
Yells: "Take the leap of faith dont regret 20 years later!" |
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Last:0.91  +0.03Read the report on food empire by DBS and you will know why this is moving today. $1.10 is consider cheap LOL
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Alignment
Elite |
27-Jan-2026 18:57
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Anyone could be buying. When the cocoa price was last at current levels the Delfi share price was over S$1.10 | ||||
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tonytony
Veteran |
26-Jan-2026 18:28
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Accumulation by BB ? | ||||
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eddyeddy
Master |
26-Jan-2026 10:03
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Fairly strong buying today! | ||||
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Alignment
Elite |
23-Jan-2026 11:25
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Yes if it stays at this level then 2026 financials going to be much better. | ||||
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tonytony
Veteran |
22-Jan-2026 20:15
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Cocoa price drop to 4435 now , new low in last 2 years. Delfi should benefit low cocoa price | ||||
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stockpicker
Master |
09-Dec-2025 08:27
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This company has a good fundamental with strong quick and current ratios and little debt. Technical charts showed neutral. The company has a good accrual ratio based on cash flow, indicating that it generates more cash than profits, which is a positive sign. Should be able to shoulder the coming economic storm without much difficulties. | ||||
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eddyeddy
Master |
04-Dec-2025 16:09
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With this shaffaling, it is paving the path for the Chuangs to sell out and retired. Non of the younger Chuangs are interested to take over the business | ||||
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tonytony
Veteran |
04-Dec-2025 08:19
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Offer price should be more than 1.20 | ||||
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tonytony
Veteran |
03-Dec-2025 21:06
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The Chuang sold away their 51.99 % as expected , who is the new controlling shareholder ? | ||||
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eddyeddy
Master |
25-Nov-2025 16:48
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Buyers have good appetites | ||||
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Alignment
Elite |
25-Nov-2025 11:52
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Costs will fall as cocoa prices keep dropping further. | ||||
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tonytony
Veteran |
25-Nov-2025 11:17
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BBS show hands now | ||||
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