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GLG News by Sugar Experts

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Fertilizer Musical Chairs Coming to Sad End- Agrium & CF Industries Last Offers

November 6, 2009

Agrium increases cash portion of bid in final attempt to buy CF Industries | www.chicagotribune.com

Since the beginning of the year Agrium Inc.  and CF Industries Holdings  Inc.  have been seeking to make a major acquisition in consolidation effort after drop in sector share prices. This week new offers went out and we might be reaching an end to this round of efforts as the outlook for the sector finally appears to be touching bottom. 

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Omega-3 Soybean Oil Closer To Commercial Reality For Monsanto and Solae

November 1, 2009

Solae, LLC and Monsanto Company reach important regulatory milestone that advances the development of foods containing the world's first stearidonic acid (SDA) omega-3 soybean oil product | www.seedquest.com

The GRAS certification of Monsanto's new omega-3 Soybean Oil is a major step not only for Monanto and their partner on this product, Solae LLC, but a it could also help pave the way to the acceptance of GMO crops around the world. The product still needs to be developed and marketed correctly as it is SDA and not EPA or DHA.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

"Where's the Beef?" Will Meat Lose Global Favor?

October 30, 2009

Vegetarian diet is better for the planet, says Lord Stern | www.guardian.co.uk

The production of meats is responsible for 18% of man made green house gas emissions and 25% of man made methane emissions. No wonder there is talk that eating beef is not very green. WIll sustainable farming and green consumers move away from meats and towards a vegetarian diet? 

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Farmer Bill Gates Defends Biotech Crops and Pushes For Sustainability

October 18, 2009

Gates chides critics, defends biotech crops « Des Moines Register Staff Blogs | The Des Moines Register | blogs.desmoinesregister.com

The Bill & Melinda Gates Foundation is putting big bucks behind a push to improve farming in Africa and the rest of the thrid world; he includes biotech crops as part of the solution.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Are Things Getting Hot Down Under? Everyone Interested in AWB !

September 29, 2009

RPT-DEALTALK-Bunge seen most likely partner for Australia's AWB | sg.news.yahoo.com

Bunge Ltd , Archer Daniels Midland, Cargill, Nobel Group , Louis Dreyfus, Glencore International and even Gavilon LLC could be interested or already in talks with AWB for a possible acquisition of more then just their Geneva grain trading operations. It would seem logical that someone might be interested in these assets, but who would it be?

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Noble To Become Major Agriculture Player with $850 Million From China Investment

September 21, 2009

Noble to Sell $850 Million Shares to China Investment (Update1) - Bloomberg.com | www.bloomberg.com

The question was who was looking to invest in Noble when it stopped trading. We now know that China Investment Corporation has invested $850 million in Noble to expand their agriculture supply business, boosting them into the big league.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cargill Sells Seara in Brazil- What Else For Sale

September 17, 2009

Marfrig to acquire Cargill poultry unit Seara | www.allaboutfeed.net

Cargill the largest agribusiness company in the world continues to rearrrange assets this year, following sale of feed manufacturing mills in Spain and Portugal to Nutreco, it is now selling its poultry and pork operations in Brazil to Marfrig. What is Cargill up to?

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sugar- Cosan A Big Winner: Who Else Wins and Who Loses?

August 16, 2009

Cosan sees sugar price firm for another crop | www.reuters.com

Cosan the largest sugar producer in Brazil is reporting record profits thanks to the jump in global sugar prices. Prices could remain near or above the current 28 year high into next year, helping sugar producers with good production as well as producers of HFCS, while hurting candy, beverage and food processors.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Bunge Makes Public Offering - No New Interest In Corn Products

August 12, 2009

Analysts say Bunge public offer could fund Corn Products buyout try, but odds are against it | finance.yahoo.com

Bunge Ltd. has announced a public offering of 10 million shares. Some media have immediately questioned if this could be preparation for a second attempt to acquire Corn Products International, even when the announcement states the funds are to be used to repay debt and for general corporate expenses.  Analysts, including this writer, agree that such a deal is not very likely at this time.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Corn, Soybean, Palm Oil & Sugar Could Be Impacted By El Nino And/Or Early Frost

August 9, 2009

El Nino to Lift Palm Oil, Sugar Prices, Deutsche Says | www.bloomberg.com

Weather is always of concern to crops. This year the world is very susceptible to possible impact of an early frost in the corn and soybean growing regions, while palm and sugar crops could be impacted by a moderate to strong El Nino. Companies that would be impacted include ADM, Cargill, Bunge Ltd., Louis Dreyfus, Wilmar, Asian Agri, Sime Darby, Tate & Lyle, Corn Products International, Unilever, Mars, Coca Cola, PepsiCo, Tyson, Biofuels Corporation, Neste Oil, IOI Group and BLD Plantation BHD.

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