u/Sea-Possibility8778

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-12.7%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -12.7% Long Return -12.7% Short Return -
Average Return
7d -1.6%
30d -11.2%
90d -10.2%
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Side
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Thesis
Theme
Source
1866.HK 1ST China XL... China XLX Fertiliser Ltd.
Long
Feb 24
$11.65
-12.7%
Deep value cyclical fertilizer play in China
Author argues China XLX Fertiliser is a classic cyclical deep value play: buy when margins are depressed and sentiment is weak, sell when margins expand and the market prices in peak earnings. The company benefits from strong domestic positioning in China, vertical integration managing input costs, and a dividend. If earnings normalize upward over the cycle, valuation could re-rate. Main risks are highly cyclical earnings, significant leverage, and China regulatory/environmental policy exposure.
Chemicals
REDDIT
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u/Sea-Possibility8778 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: RICHTER.BD, 1866.HK.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology