Food Processing and Agriculture | Forum profile

I was stopped out of my fertilizer stocks in early October and have none now. I watch and wait. There will be an opportunity here eventually, but for now I just watch them drop, day after day after day...

Agribusiness Chartbook: November 2008 from Credit Suisse In file-12.pdf Link: http://www.sendspace.com/file/q3zzrn

Credit Suisse analysis of the current fertilizer market - November In file-8.pdf. Link: http://www.sendspace.com/file/pxmw5i

http://rosemanblog.sovereignsociety.com/ Needs to get fixed, and soon.

Feed the World -- and Boost Returns Donald Coxe, Global Portfolio Strategist, BMO Financial Group By ROBIN GOLDWYN BLUMENTHAL AN INTERVIEW WITH DONALD COXE: He's convinced that we are in the midst of the greatest commodities bull market of all time. His hunger: food. ONCE A WEEK, LOADS OF INSTITUTIONAL INVESTORS DROP whatever they're doing to tune in to Donald Coxe's strategy ...

Bunge (BG) is selling at two-thirds of book value and is off about 75% from its highs, though has risen from its bottom: http://finance.yahoo.com/q/ks?s=BG Still at a 4-year low. Looks to me a great way to play ag.

Archer Daniels 1Q Net More Than Doubles On Higher Prices >ADM Last update: 11/4/2008 7:37:37 AM DOW JONES NEWSWIRES Archer Daniels Midland Co.'s (ADM) fiscal first-quarter net income more than doubled as sales surged on higher prices. Shares were up 9.9% to $23.20 in premarket trading as results handily topped analysts' estimates. For the quarter ended Sept. 30, the agribusiness ...

Verasun slides into bankruptcy: Biofuel dysfunction: Verasun files for bankruptcy By CHRIS MORRISON, VentureBeat October 31, 2008 Verasun, an ethanol maker once cited by venture capitalist Vinod Khosla as one of the most innovative in the ethanol industry, appears to be disintegrating in what could become a case study of the dangers inherent in the biofuel industry. The publicly-...

Students in U.K. Schools Grow Food Amid Credit Crisis - By Jonathan Browning and Tom Biesheuvel Oct. 31 (Bloomberg) -- Growing food is on the curriculum at Leaden Hall private school for girls in southwest England, and students can thank the credit crisis. ``Pupils are growing potatoes, tomatoes, runner beans and courgettes,'' said Diana Watkins, the head teacher of the school of 231 ...

I suppose so. I read a story about how Brazilian soybean growers have been having trouble getting credit to buy fertilizer for the next crop.

Credit Suisse analysis of the current fertilizer market - November In file-8.pdf. Link: http://www.sendspace.com/file/pxmw5i

http://rosemanblog.sovereignsociety.com/ Needs to get fixed, and soon.

I was stopped out of my fertilizer stocks in early October and have none now. I watch and wait. There will be an opportunity here eventually, but for now I just watch them drop, day after day after day...

Agribusiness Chartbook: November 2008 from Credit Suisse In file-12.pdf Link: http://www.sendspace.com/file/q3zzrn