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Non-Tech : Farming
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To: Tommaso who wrote (1362)6/19/2008 12:28:06 AM
From: patron_anejo_por_favor  Read Replies (1) of 4448
 
Worst case? They never sell a drop of ethanol here, Brazil continues to grow GDP at 10%/annum for the next 5 years, they sell and grow domestically (and to Chindia) and shareholders all get rich......

Best case: Ethanol tariff is lifted completely (it will happen eventually....maybe in response to high domestic food costs), they ship a billion gallons/year to the U.S. on top of domestic consumption. Shareholders all get rich.

I'm in for about a 2.5% position. Looks like a long term buy & hold to me.
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