Wt Grains Discussion Threads

[giant steps] 19/8/2011 13:07

19th August 2011



"As reported, Ukraine's grain harvest will total 47-50 million tonnes in 2011 according to various assessments against 39.3 million tonnes in 2010."

[giant steps] 12/8/2011 17:01

Reminder LKI 5.75p-6.25p

[giant steps] 28/6/2011 07:56

Reminder 28th June 2011


Continental Farmers Group (CFGP)



Extract

"
Admission to AIM and ESM markets and €16.7 million Placing
· Placing of 63,935,680 Ordinary Shares
· Market capitalisation on admission of €42.7 million
· Proceeds to be used principally to expand the Group's farming operations
and increase its leasehold land bank to 50,000 hectares in Ukraine.
"

[giant steps] 13/6/2011 10:44

Reminder 13th June 2011 - £40m valuation, set for flotation


Continental Farmers Group



"
The float is expected to raise proceeds to fund expansion, fuelling the company's plans to increase its leasehold land bank in the Ukraine to more than 50,000 hectares within five years.
"

[giant steps] 07/6/2011 21:56

LKI [Landkom] signs of breakout from downtrend

[giant steps] 07/6/2011 21:22

LKI - Landkom

Rapeseed forward sales in 2010 $318/t ex works
28th June 2010

Rapeseed forward sales in 2011 $575/t ex works !!
6th June 2011



A near doubling in the forward sales price, not to be ignored.

[giant steps] 29/5/2011 20:00

27th May 2011



Reminder : June is typically Ukraine's wettest summer month, according to the meteorologist.

[giant steps] 26/5/2011 15:59

25th May 2011

[giant steps] 26/5/2011 15:58

Reminder from LKI 25th May 2011



Spring planting completed - total land planted up 30% to 52,000 hectares

[giant steps] 21/5/2011 19:08

UKRAINE Only

1st April 2011



"
Investors have backed hopes for Ukraine agriculture with a near-$400m cash injection, pouring $140m into an acquisition warchest raised by Kernel Holding, and $250m to support expansion plans at farm operator Mriya Agro.
"

13th May 2011

M&A activity picking up in promising agribusiness sector
Extract
'
With demand for Ukrainian farming and food businesses destined to grow in pace with global food demand, experts predict that international agribusiness groups from the West and as far away east as China will in coming years sharply boost their presence in Ukraine via M&A transactions.

With such dynamics at play, Ukraine's agribusiness sector is on course for a period of consolidation that could, in turn, bring in the billions of U.S. dollars in fresh investment that are needed to turn this nation once described as the "Breadbasket of Europe" into a top world food supplier.
'

[giant steps] 21/5/2011 19:08

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17th May 2011

18th May 2011

20th May 2011

20th May 2011

[hazelton] 08/1/2009 13:49

I am waiting for a pullback on this and ones like it.

[dasv] 25/3/2008 20:21

For those of you who read Moneyweek, here's a supposedly defensive stock they tipped back in September 2007. Tipped at 17, now 10.85.

I almost invested in it but was put off by various lawsuits: Biovail was accusing hedge funds of concerted shorting attacks (moneyweek did not mention this):-

[dasv] 16/3/2008 15:47

I'm guessing support at 420 then below that about 390.

[brando69] 16/3/2008 15:36

technically this chart is looking a bit dodgy... could be some serious retracement short-term to correct the hyper rise of late.

[hazelton] 16/3/2008 14:27

dasv ,

I agree with you about buy and hold in AIM. I did well out of TAN but WNG and a few others just died while I held. Others that I had sold soon fell to bits. I think that there is a time for buy and hold but its not with AIM shares at the top of a bull market.


Does anyboby know much about these leveraged versions of grain commodities like LAGR and LGRA ($versions) behave like ?

H

[chrismcglone] 16/3/2008 01:46

Same here dasv. That is my intention.

[dasv] 15/3/2008 17:21

My original intention in investing here was to hedge against devaluation of USD and GBP (I believe GBP will go the same was as USD in 2008 :( and we will end up with 1:1 parity with the Euro).

In the end it turned out to be a rather more volatile investment than I had predicted and so took profit when the chart started to look precipitous.

I would however be interested in re-entering lower in due course.

[chrismcglone] 15/3/2008 13:53

Meant to add, i know it's 'old' news but contacts i have in the Middle East and Asia have informed me that it may be about to rear it's head big time.

Still haven't taken a position here by the way so not ramping.

[chrismcglone] 15/3/2008 13:49

Commodities in general still have a long. long way to go for a variety of reasons. Here's just one which may have a major impact on wheat.

[hodginsjkp] 12/3/2008 23:04

Have a look at Sadia (SDA)
All this and Brazil

[dasv] 12/3/2008 10:42

LS - I've created a new thread for discussions of all things Macro and economic. That way we can continue our discussion without being "off-topic here". I look forward to your insight, opinions and investment ideas at the new thread:-


"Macro trends in the UK/US and global economies - and relevant stock picks"