Wt Coffee Discussion Threads

[lcairns1] 02/6/2010 02:57

i'm looking at coffee land in southern brazil, will post anything of interest

[jackpipe] 02/6/2010 02:45

Storms in guatemala threaten coffee crop. Sorry no link, I'm sure google can turn something up.

[andrewbaker] 01/6/2010 16:39

Not much interest here it seems, but coffee good commodity to follow at this time.

[stublue] 21/1/2010 13:44

Coffee set to go in 2010? Fundamentals are bullish and chart wise, its looking nice on the weekly chart.
I've bought 1/3 of my position anyhow, and will add after seeing how it develops. Have set 'auto rollover' on March contract so am expecting to stay long all of/most of year. Heres some bullish commentary:
--------------------------------------------------------------------

Life Time Trading Range 41.50 Cents - $337.50 per Pound

Trades on The ICE 2:30 AM – 1 PM CDT

Rain is generally welcomed in the Coffee growing areas of Brazil. After the dry season that is! This year there has not been a dry season. The relentless rain has just wreaked havoc with Coffee's growing cycle. Concern regarding 2010's crop size has become the centralized theme in the Coffee industry. As I have highlighted in past analysis, the lack of a dry season caused poor flower development and has led to a variety of issues. Some of which are as follows; much of the crop is harvested by machinery today. Generally only one pass over the growing areas is required. This harvest will be different because the cherries that encase the beans will be maturing at different times. Growers cannot afford to send mechanized equipment out to harvest multiple times. Coffee growers will have a difficult time fertilizing at the proper times due to the uneven growth cycle. This will affect the quality and quantity of the new crop.

Exchange stocks are at lows not seen since 2003. High quality Brazilian Coffee is in tight supply and only getting tighter. Columbian and Central American supply tightness is now making itself known. Cold weather last week may have caused crop damage in the higher altitude growing areas of Mexico and Central America. There has been very little commercial selling in recent days. The Coffee market is locked and loaded with bullish fundamentals. The last time this type of situation occurred, Coffee futures climbed above 3.00!

[kaos3] 15/8/2009 08:09

yes. I agree. btw - do you know any quoted cofee producers?

[shavian] 15/8/2009 08:06

From Manraaj Singh in The Right Side newsletter:

El Niño's arrival is bad news for anyone invested in Peru. But it is brilliant news for anyone invested in the right commodities. Agricultural prices are probably going to see big gains. Because the harder El Niño hits crop production, the higher their prices should go.

As I have said here in The Right Side before, coffee is definitely one to watch. A huge part of its production is concentrated in Latin America and could be vulnerable to weather disruptions. A simple way for betting on that is through the London-listed ETFS Coffee Fund (ticker: COFF).

Anyone else monitoring this ??

[abundance99] 20/3/2008 13:14

Cotton and sugar heading for similar sorts of positions. They rose less than grains and have fallen more. Better value IMHO.

[abundance99] 20/3/2008 13:14

Coffee now below the longer term trend line. Starts to look a bargain at these levels. Entering the 'despair' phase of the short lived bull market. Will be looking to buy soon I think.

[doogey] 09/1/2008 20:51

Check out

Brazils coffee output expected to fall short of demand in 2008.

[resource investor] 06/1/2008 14:01

I've got a huge amount invested in CORN, but coffee is looking very tempting at the moment.

[jackpipe] 23/10/2006 08:20

Coffee is looking interesting at the moment. Any views?
How can one trade, other than the COFF ETF?

[alexx] 11/3/2005 10:27

anybody noticed, price is going ballistic on 6 month chart, still looks very cheap on 20-year chart

came to my attention because of doing this experiment

[a.fewbob] 08/11/2004 21:51

Thanks energyi.

[energyi] 07/11/2004 22:09

Dollar weakness is more likely IMO...

= =

Here's EWI's latest chart on Coffee

[a.fewbob] 24/10/2004 23:38

Energyi,

What do you think would happen to commodities (specifically gold, silver and coffee) if China had a hard landing?
Are you worried about such a prospect?

[energyi] 17/10/2004 20:20

No position currently....

Here's Marc Faber's latest:

Turning to commodities, we note that some prices have
come off rather abruptly. Soybeans are a good example of
what happens when the Chinese suddenly step aside from
their normal buying pattern. Of our recommended
breakfast commodities, sugar and coffee have recently
entered a correction phase. (Coffee, however, seems to
have again stabilised and is likely to resume its bull
market.) In the meantime, it looks as if orange juice
has made a major low and we would use any weakness to
add to positions.

We still remain confident that oil prices will rise in
the long run, as demand is likely to continue to
increase, while supplies will level off or decline.

[a.fewbob] 21/9/2004 21:08

No its at 70. Is 68 a technical barrier? Do you have a position?

[andixx] 20/9/2004 23:20

you got your stop at 68?

[a.fewbob] 20/9/2004 22:20

Do you have a position in coffee E? I bought in today for a long term punt. One of the few things Faber is a fan of and he is often correct.

[a.fewbob] 19/9/2004 20:29

It was indeed. Wonderful thing hindsight!

I think its worth a gamble.

[energyi] 18/8/2004 18:45

Back to 69 cents- Time to Buy again?

Sep.04: 66.10 - 66.90 -2.70
Dec.04: 69.50 - 70.50 -2.50

(from Finspreads)

[energyi] 09/8/2004 17:03

5 waves down from high (IMO)...
May need to wait awhile