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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Ken W who wrote (850)	1/3/2003 11:58:41 PM
From: Crossy	Read Replies (1) of 23958

Ken, Eggshape - well in this case I should ask you for input on the "tools of the trade" - the "industry wisdom". #1 For example I was able to obtain Futures Quotations on "world sugar" but not on domestic sugar. World sugar now seems to have firmed around 10% over the last months (March 2003 contract) - I wonder whether US "domestic" sugar prices concrurred in the movemement, any idea where to get that data ? Did the US domestic sugar futures contract MArch 2003 move up also ?? If yes, should be good for margin #2 Is CEO Peiser's stipulation correct : Working capital needs for beet plants in Michigan or Midwest are higher than for Californian plants due to compressed crop season ?? #3 I get the impression that IPSU is trying to "emphasize downstream activities" doing more for brand promotion. What's your take on this ? I did notice some R&D activity on IPSU to increase product varieties. "Co-crystallinates", and niche sugar products, even "organic farming" type of stuff. Any idea what the premium of such kind of "variety products" is over conventional sugar as a percentage ?? Even a new sales topgun was hired to support this mission. #4 it seems Imperial will try to hike "branded" output at the expense of private-label business. If succesful, should be quite good for margins. Again, could anyone provide here some evidence wrt. US grocery facts what the percentage premium (in % of net sales price) of IPSU-owned brands over white-goods type of packaged sugar is ?? to all out here- feel free to answer. These are first hand data, I (as an European) have a hard time to get a hand at.. ..always willing to learn.. rgrds CROSSY

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