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To: Sergio H who wrote (3045)12/7/2011 1:05:55 PM
From: Sergio H
   of 3344
 
FARMERS BUYING MORE NEW IRON

agriculture.com

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To: Sergio H who wrote (3034)12/8/2011 7:09:49 AM
From: Dennis Roth
   of 3344
 
Monsanto Co (MON)
Alert: Pricing Pain for Volume Gain Succeeding; Buy
7 December 2011 ¦ 7 pages
citigroupgeo.com

Another Sign of Strong Momentum– Today’s 5¢ increase in 1Q guidance highlights
the strength of Latin America plantings and overall improved momentum for MON. The
stock underperformed the broader market today as we think investors may be
disappointed that the company did not increase full year guidance as well. However,
we believe management is being conservative. The company is poised to gain share in
the US this year with nearly 300+ varieties of Roundup Ready 2 Yield soybeans and
over 100 SmartStax corn hybrids in the market, and early indications are that US order
book volumes have increased Y/Y. In addition, the approval of refuge-in-a-bag for
SmartStax and VT Double Pro offers incremental pricing opportunities, and our channel
checks indicate farmers are interested in these products. MON’s competition does not
have a product portfolio which can compete across all these features, in our view.

Guidance Details– MON now expects 1Q EPS of $0.15-$0.20, compared to previous
guidance of $0.10-$0.15 (our estimate is $0.14 and consensus is $0.13). The primary
reason for higher EPS is stronger than expected sales in Latin America. Plus, MON has
benefitted from a change in cotton pricing in Australia which has accelerated sales. The
company confirmed full year EPS guidance of $3.34-$3.44 (compared to our $3.50
EPS estimate).

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From: Dennis Roth12/9/2011 10:57:57 AM
1 Recommendation   of 3344
 
Fertilizer Update
Industry Overview
Alert: Potash Capacity Clarity Positive for MOS
8 December 2011 ¦ 9 pages
ir.citi.com

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To: Dennis Roth who wrote (3051)12/10/2011 5:53:25 PM
From: LoneClone
   of 3344
 
Dennis, the link is to a different file.

Thanks again for posting there.

LC

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From: Julius Wong12/12/2011 7:03:36 AM
   of 3344
 
Funds Reduce Bets on Rising Food Costs to Lowest in 27 Months: Commodities
By Elizabeth Campbell - Dec 12, 2011

Hedge funds cut bullish bets on agricultural prices to the lowest level in more than two years on signs of expanding global supplies.

A measure of speculative positions across 11 products from wheat to coffee to cattle fell 3.6 percent to 258,071 futures and options in the week ended Dec. 6, Commodity Futures Trading Commission data show. That’s the lowest since September 2009. Bullish wagers on corn fell 11 percent to a 17-month low, and bearish ones on cocoa increased for a fourth week.

World food prices tracked by the United Nations retreated for a fifth consecutive month in November, the longest decline in more than two years. The U.S. government said Dec. 9 that combined global inventories of corn, soybeans and wheat will be 3.2 percent larger than anticipated a month earlier. Cocoa capped its longest slump in 50 years last week on increasing supplies from Ivory Coast, the world’s biggest producer.

“We’ve got all the harvest data, and there’s not a lot of catalysts that are going to turn around the direction of agricultural prices,” said Peter Sorrentino, a senior fund manager at Huntington Asset Advisors in Cincinnati, which oversees $14.5 billion of assets.

bloomberg.com

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To: Dennis Roth who wrote (3043)12/12/2011 8:12:30 AM
From: Dennis Roth
1 Recommendation   of 3344
 
NPK Weekly
Caution Prevails as Fertilizer Markets Remain Soft
11 December 2011 ¦ 12 pages
citigroupgeo.com

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To: LoneClone who wrote (3052)12/12/2011 8:29:39 AM
From: Dennis Roth
   of 3344
 
You'll just have to go without it. I can't find the original link any more.

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To: Dennis Roth who wrote (3055)12/12/2011 11:06:31 AM
From: LoneClone
   of 3344
 
No probs, believe me. Thanks again for the amazing downloads you share!

LC

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From: E_K_S12/14/2011 12:56:48 PM
   of 3344
 
Buffett’s Surging Silo Sales Boost Cargill Costs
bloomberg.com

From the article:"...Corn-belt farmers like Ruh have pushed up U.S. oilseed and grain storage capacity to the highest in two decades, enriching bin makers from GSI Holdings Corp. to Brock Grain Systems, which is controlled by Warren Buffett’s Berkshire Hathaway Inc., while raising costs for Cargill Inc. and other grain traders. "We are looking for 2012 to be a huge demand for storage," said Doug Niemeyer, a general manager at Brock, which is a unit of Berkshire’s CTB Inc....".

-------------------------------------------------------

I bought AGGZF to get exposure in in the grain storage industry.

Ag Growth International Inc. (AGGZF.PK)
Ag Growth International, Inc. (AFN.TO)
finance.yahoo.com

EKS

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From: Dennis Roth12/15/2011 2:49:24 PM
1 Recommendation   of 3344
 
Fertilizer Update
Near-term Softness Likely Until Spring Planting Approaches
15 December 2011 ¦ 19 pages
citigroupgeo.com

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