Wt Cotton Discussion Threads

[sllab101] 21/2/2008 22:08

Closed on the high.

[resource investor] 21/2/2008 21:51

Looks like we're in for a huge rise tommorow, it's up 3% tonight.

[resource investor] 21/2/2008 14:22

Cotton doing really well now!

[schober] 12/2/2008 19:41

source of world cotton data


China May Import Up to 4Mt of Cotton in 2008
By Interfax-China 31 Jan 2008

[sllab101] 25/1/2008 21:13

thats ok ok.

[sllab101] 25/1/2008 10:05

cmc do cotton.

[tashay2k] 24/1/2008 23:35

Can anyone recommend a platform for spreadbetting cotton?

[mustyair] 24/1/2008 16:59

It looks like a rocky ride. All softs pulling back, a good opportunity to add?

[resource investor] 21/1/2008 21:34

With days like today, no wonder they have had record inflows into ETF's. Their AUM is almost $3 billion now!

[resource investor] 21/1/2008 14:14

ETF Securities continues explosive growth in 2008

15/01/08


Record ETC inflows last week of $170m
Assets Under Management jump 25% in past 5 weeks
ETC trading volumes up 110% to $415 million per week
Strong demand for Agriculture and Precious Metals ETCs are continuing from 2007
ETF Securities Limited has seen total Assets Under Management (AUM) grow in the past 5 weeks by 25% to over $2.9 billion. Last week alone, ETF Securities experienced one of its biggest ever weeks for AUM growth of over $170 million. This demand has been a result of investors wanting to diversify their investment portfolio into other asset classes which exhibit low correlation to equities and bonds.

ETF Securities has also seen record flows into its new Forward (Exchange Traded Commodities) ETCs. The Forward ETCs, which were listed on the London Stock Exchange, Deutsche Borse and Euronext Paris in the last two months of 2007, are the first ever listed products to track new Dow Jones – AIG forward commodity indices. The forward ETCs are designed to provide investors with less volatility and more options regarding exposure to backwardation and contango in the commodity markets. As a result the Forward ETCs are proving popular among those seeking to make a strategic allocation to commodities. The Forward ETCs have gained over $130 million of assets since their launch in October 2007 with 200% growth in the past 4 weeks alone.

The asset growth is largely due to precious metals and agriculture ETCs, which have both seen the greatest AUM increase and also highest returns over the past 6 weeks. Combined, precious metals and agriculture ETCs have contributed to over 80% of the recent AUM growth.

Precious metal ETCs have now accumulated over $1.1 billion of assets since April 2007. In the past 6 weeks, precious metal ETCs have added $260 million or 43% of new assets during that time. The new assets have been shared equally amongst platinum, silver, gold and a precious metals basket. Over the same 6 week period commencing 3rd December 2007, platinum and palladium prices both rose by 8%, the gold price increased by 13% with silver earning a 15.5% return. In comparison, the S&P500 index fell by almost 5% while the FTSE 100 Index fell by approximately 3% over that same period.

Agriculture ETCs have now accumulated over $1.0 billion of assets since their launch in September 2006. In the past 6 weeks, agriculture ETCs have added over $300 million with $233 million or 37% of total new assets being added to three specific agriculture ETCs: ETFS Agriculture DJ-AIGCISM, ETFS Grains DJAIGCISM and ETFS Softs DJ-AIGCISM. Agriculture prices have also continued to rise in the first two weeks of 2008 after a number of them (for example wheat and soybeans) were the best performers in 2007. Prices of ETFS Agriculture DJAIGCISM, ETFS Grains DJ-AIGCISM and ETFS Softs DJ-AIGCISM are up 10% to 15% since 3rd December 2007.

Matching the rapid rate of AUM growth has been the increase in ETC trading volumes. European ETC trading volumes reached $415 million last week. This is up 112% from $195 million during the first week of December. The growth since the start of 2007 is even more impressive with average daily volumes increasing eight-fold from $10 million per day to $80 million per day.

With over 50 ETCs listed on 5 different exchanges in Europe and 3 different currencies, ETF Securities has made ETCs simple and accessible. ETCs have brought commodities to the average investor, making it possible to benefit from the additional diversification of non-correlated assets. With the DJ-AIG Commodities IndexSM, agriculture and precious metal prices out-performing US and UK equities by approximately 10% to 20% over the past 6 weeks, a 10% allocation to commodities could have improved a diversified portfolio's performance by approximately 1% to 2% (an annualised rate of over 10%).

Commenting on the response of investors for ETF Securities' explosive growth in 2008 , Nik Bienkowski, Head of Listing and Research, said:

"Continued equity market volatility combined with economic uncertainty regarding inflation and growth are weighing down equity markets. News regarding the effects of the sub-prime crisis with new reports of significant capital raisings being made by the world's major investment banks is adding to the flow of negative news surrounding the financial markets.

It is during these times that commodities and precious metals have tended to outperform. Analysis of historical returns has shown that due to commodities' low correlation with equities, commodities have tended to outperform equities when equities experience negative monthly and annual returns. On average, when equities experienced a negative 12-month return, commodities showed a positive 12-month return approximately 70% of the time.

As a result, ETF Securities' has experienced record growth of ETCs over the past six weeks, with precious metals and agriculture experiencing the greatest demand. Demand for precious metals and index ETCs also reflects investor's desire to allocate part of their portfolios from equities to commodities."


For further information, please contact:
Roman Townsend
Penrose Financial
Tel: [phone]

Notes to editors:

ETF Securities continues its series of conference calls for finance

[resource investor] 19/1/2008 09:26

Suga is one of the tips of the year.

[mustyair] 18/1/2008 15:38

Just a cotton picking minute, look at SUGA

[win2003] 15/1/2008 11:22

One posted yesterday on the CORN thread

[shoee62] 15/1/2008 09:14

big spike up yesterday, and back again today.
Does anyone know a good news/ market report for cotton and grains?

[resource investor] 14/1/2008 20:40

I can't beleive how much this has gone up today!
Hosede, no doubt grains may be slighty hyped up this year, there will always be violent, volatile ups and downs, but the general trend will always be up.
A, no-brainer, no-risk, one way bet IMVHO.

[win2003] 14/1/2008 14:00

...and then some

[win2003] 14/1/2008 14:00

...and then some

[hosede] 14/1/2008 13:10

All these soft commodities are soaring, but is it really on fundamentals or is it just speculation by hedge funds etc. moving into the next "big" thing. Its a great train to be on, but I suspect there will be a big reversal some time later this year and finding the right time to jump off will be crucial. It may push on again longer term but I'm not sure I want to be "locked in" and waiting