who s bullish or whos bearish

[TelesnaAg]

When world annual.production and wheat stocks is.leas.than 650...then price go up...other than that its down to yr local market...

Ant...

 

[bankrupt]

world stocks figures misrepresent the true s&d context...

This is very bullish, shakerator, as is the more and more QE being put into commodity markets everywhere.

Nevertheless, I remain a cautious bear.

For my biggest marketing mistake ever, to date, was to remain bullish after Barclays suddenly and secretly took $10Bn out of commodities in the first week of December 2012.

Unfortunately, although we've banked with them for the last 75 years or so, they hadn't bothered to let me know.

 

[shakerator]

This is very bullish, shakerator, as is the more and more QE being put into commodity markets everywhere.

Nevertheless, I remain a cautious bear.

For my biggest marketing mistake ever, to date, was to remain bullish after Barclays suddenly and secretly took $10Bn out of commodities in the first week of December 2012.

Unfortunately, although we've banked with them for the last 75 years or so, they hadn't bothered to let me know.

well I predicted £200/t wheat by the end of this year over 2 years ago now, and I stick with that prediction.

Paper prices falling, physical steady to rising.

Merchant quote on EU/ Russia exports...

"Interestingly Algeria were unable to buy anything below replacement values despite constant comment on the size of the French surplus and in the face of fierce competition from Russia whose export pace remains strong albeit with their prices rising as the Rouble continues to strengthen".

I think we are going to see more and more of this. A discrepancy/ bigger basis between futures and physical trade. Stocks on paper vs stocks ready to ship en silo. Investors with no interest in delivery vs genuine hedging, forward buying.

Bring back proper forward contracts I say.

Bit like making bitcoin futures...its supposed to be outside financialisation !!

 

[franklin]

well I predicted £200/t wheat by the end of this year over 2 years ago now, and I stick with that prediction.

End of 2018?

 

[shakerator]

End of 2018?

I think so !

 

[horizontal]

I think so !

In which part of the UK? £15 differential between FW south of M4 and Shropshire / Yorkshire at the moment.

 

[4course]

In which part of the UK? £15 differential between FW south of M4 and Shropshire / Yorkshire at the moment.

id settle for£185 ie 15 below shakerators 200 and im up narth. last week was147 immediate collection,not as grim up here as folks make out, but im realistic in acknowledging we have less production and greater usage be it feed or industrial and logistics help as does longer summer daylight.Im of the view that if we all produced a little less we would be more profitable cos despite what the trade will have you believe that stretch of water is our saviour