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Politics : Welcome to Slider's Dugout -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (5481)	6/10/2007 11:46:22 PM
From: hubris33	Read Replies (3) \| Respond to of 50708

Only one US stock that can be played on the Big boards with that commodity pick? Surely there is another? finance.yahoo.com Wonder what happens if thousands of SI readers rush in to by IPSU all at once? But wait, I thought the US Gubmint had a cap on the amount of sugar that could be imported or price controls or sumtin'? Doesn't that factor into the equation somehow? H3

To: SliderOnTheBlack who wrote (5481)	6/11/2007 1:40:34 AM
From: Uranium2007	Respond to of 50708

Slider...what are you smoking my man? You are acting like Balarie wrote this bullish article on Sugar on January 23rd of 2007!! In reality, he wrote that article on January 23rd of 2006. The "clues" are in his charts (that show data up to end of Jan 2006) and in his last paragraph of the article: <<...Unlike Sugar, Corn prices have still remained at historical lows. In fact, it has been one of the worst performing commodities in this bull market. Going forward, I expect corn prices to stage a vicious rally in 2006.>> A vicious rally in 2006? 2006? Say what? So Slider, YOU state: "Back on January 23rd, Balarie had another interesting take on Sugar with an article entitled: “Sugar and Corn – The New Oil of the Future.” You can read it here: wisdomfinancialinc.com For what it’s worth… Emanuel Balarie and Gary Dorsch are about the only two commentators on the gold permabull forums that I read regularly. Being who I am…and being what I am – that should mean something for the permabulls (vbg). Many of you may also recall that Balarie made the original call on Palladium back in the summer of 2005. We talked about it on here on SI. He may have been a few months early on the breakout call…but, he certainly nailed the longterm bottom. And here again on Sugar… he has been a little early on calling the turn..." That sure sounds to me like you are pushing this article to be read as having been published in January of 2007. I would call a year and a half more than "a little early". Tell me what I'm missin' here, friend. PS. Kona Gold?

To: SliderOnTheBlack who wrote (5481)	6/11/2007 9:49:58 AM
From: Fun-da-Mental#1	Respond to of 50708

Thanks.

To: SliderOnTheBlack who wrote (5481)	6/11/2007 11:13:58 AM
From: RonMerks	Read Replies (1) \| Respond to of 50708

Sugar looks chaeap and I'll look into it, but I really like the quote from Napolean the best regarding gold. ”Never interrupt your enemy when he is making a mistake.” -- Napoleon Bonaparte` Ron

To: SliderOnTheBlack who wrote (5481)	6/11/2007 11:25:31 AM
From: chainik	Respond to of 50708

Slider, why do you expect refiner IPSU to benefit from higher sugar prices?

To: SliderOnTheBlack who wrote (5481)	6/11/2007 11:29:07 AM
From: RonMerks	Respond to of 50708

Sugar looks cheap and I'll look into it, but I really like the quote from Napolean the best regarding gold. ”Never interrupt your enemy when he is making a mistake.” -- Napoleon Bonaparte` Ron

To: SliderOnTheBlack who wrote (5481)	6/11/2007 1:20:43 PM
From: ecrire	Read Replies (1) \| Respond to of 50708

Not sure why IPSU benefits from a rising Sugar price. They are refiners, not producers.

To: SliderOnTheBlack who wrote (5481)	6/11/2007 11:06:36 PM
From: Fun-da-Mental#1	Respond to of 50708

Another one is CPO, Corn Products International, a major producer of corn syrup (which is used interchangeably with cane sugar as a sweetener and source of ethanol). Chart looks good, valuation is reasonable. Fun-da-Mental

To: SliderOnTheBlack who wrote (5481)	6/30/2007 11:37:04 AM
From: CapitalistHogg™	Read Replies (1) \| Respond to of 50708

IPO REPORT: Brazilian Sugar Giant Cosan Files $2 Bln U.S. IPO money.cnn.com NEW YORK (Dow Jones) -- Cosan Ltd., the largest grower and processor of sugarcane in the world, filed Monday to raise up to $2 billion in a U.S. amid surging world demand for ethanol as a hedge against Middle East oil. Cosan ranks as the largest producer of ethanol in Brazil and the second largest in the world. In its IPO, the company cited industry trends including increased global demand for ethanol and growing sugar market opportunities. "Ethanol is an economically viable, cleaner-burning alternative to gasoline, derived from renewable sources and, therefore, the market for ethanol is expected to grow," the company said. While ethanol stocks have weakened on rising corn prices, the fuel still enjoys expansion status in the U.S. as an additive for gasoline. Ethanol made from sugar cane is also cheaper and at times more energy efficient than corn or soybeans. For now, imported ethanol faces a U.S. tariff, which helps protect profit margins from corn- and soybean-based ethanol. Credit Suisse (CS) , Morgan Stanley (MS) and Goldman Sachs (GS) earned berths and underwriters of the Cosan Ltd. IPO, which will trade on the New York Stock Exchange under the symbol CZZ. Cosan plans to use about $650 million in IPO proceeds for a new ethanol plant; and $500 million to expand existing sugar and ethanol plants, plus $325 million to build plants to generate electricity from left over sugar cane. The move comes a day after Cosan shares rose more than 6% in Brazil trades on reports that rival ethanol maker Archer Daniels Midland (ADM) would make a move to bid for the company. In a filing with U.S. regulators, Cosan said its competitive strengths include its position as a low cost producer; leading market position and strategic relationships with the Kuok Group in Asia and Sucden - both of which are shareholders in the company. Cosan reported net income of $346.5 million in fiscal year 2007 compared to a net loss of $72.8 million in fiscal year 2006. The company is controlled by Rubens Ometto Silveira Mello, its indirect controlling shareholder, chairman and chief executive officer, who will have the power to elect all of its directors and determine the outcome of "substantially all matters submitted to our shareholders for a vote or other approval," the company said.