Bunge is in a great space however the executive management operate that company like a regional player in a global market . They underperform most all others in the buisness compatatives and as such they need to change something . Selling the fertiliser buisness at the bottom of the market and buying into sugar at the top is just an example of a few billion dollar blunders . Again I love the space but these guys dont seem to be able to perform and this has been going on for about 4 years now . one story after another .