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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: bruwin who wrote (43510)	7/23/2011 6:56:29 AM
From: Mr.Gogo	Read Replies (1) \| Respond to of 78667

One of the most avid whistle blower on this subject is Jeremy Grantham. Here is his last writing: docs.google.com Georgi

To: bruwin who wrote (43510)	7/23/2011 10:43:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 78667

Hi Bruwin - I am always looking for the Ag play that presents a value twist.. I have been studying "Salicornia farming" which is a grass like plant that grows in salt water. en.wikipedia.org From Wikipedia:"... Salicornia bigelovii can be grown using saltwater and its seeds contain high levels of unsaturated oil (30 percent, mostly linoleic acid) and protein (35 percent), [7] [8] it can be used to produce animal feedstuff and as a biofuel feedstock on coastal land where conventional crops cannot be grown. Adding nitrogen-based fertiliser to the seawater appears to increase the rate of growth and the eventual height of the plant, [9] and it has been suggested that the effluent from marine aquaculture (e.g. shrimp farming) could be used for this purpose. [7]...". Global Seawater Inc in Mexico is a company that has some farms located in the Sea of Cortez where they use an integrated approach to grow shrimp, salicomia that produces vegetable oil and protein feed youtu.be I have not found a pure investment play yet but the concept of an integrated farm operation makes a lot of sense especially when they can use marginal farm land. The corporate farm operation as we know it is quite efficient and produces ever growing yields. Farms have used new technologies including genetic hybrid plant stocks to highly mechanized machinery to produce these high yields. The next step IMO is to integrate these highly efficient & productive operations using the marginal lands (usually those contaminated by sea water) around the world. Abundant labor is available but the "integrated technology package" is not. The need to produce high protein foods to feed (& power) the world will drive the economics in this equation. I suspect at some point the big players like DD, MON & DE will play a big part in the development of these new technologies. I am looking for the one that has yet to be discovered. EKS

To: bruwin who wrote (43510)	7/23/2011 10:57:17 AM
From: tom pope	Read Replies (1) \| Respond to of 78667

Dew Diligence has a board on IH that follows this subject among others under the rubric "The Global Demographic Tail Wind". siliconinvestor.com

To: bruwin who wrote (43510)	7/23/2011 11:02:09 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78667

OMG, Bruwin was unbanned from Value Investing! What's the world coming to! :))) I am mostly not interested in investing in agri companies. Most of them move through boom-bust cycles. And, no, this time (or TIME? ;)) is not different and you guys are late to the party (see finance.yahoo.com or finance.yahoo.com or practically any other agri company) If anyone wants to read a detailed and balanced view of world food issues, read The Economist special report: economist.com . Note that there are about 10 pages/articles in the report, you'll have to click links on right-middle starting from " How much is enough?", etc. It's not apparent from the casual glance that these links lead to the continuation of the report - the organization of Economist site sucks. However, the content is rather good.