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Bunge Limited Message Board

plumdum 5 posts  |  Last Activity: Oct 8, 2014 1:19 PM Member since: Nov 27, 2007
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  • plumdum by plumdum Oct 8, 2014 1:19 PM Flag

    Good article on SYMX in their fall issue. Google cornerstonemag to find.

    Sentiment: Buy

  • plumdum by plumdum Oct 8, 2014 12:20 PM Flag

    If the BOD decides to go the strategic alternative route, what do you think the non-distressed sale of the company would fetch?

    Sentiment: Buy

  • Reply to

    Back Under a Buck?

    by matt8633 Sep 23, 2014 10:43 AM
    plumdum plumdum Sep 24, 2014 12:37 PM Flag

    I think a short term catalyst is methanol pricing. It has been trending up, with today's east china spot price at 2665 yuan per mt, but the shangdong spot price usually is a few percent lower. This is the highest since march 14. I guess breakeven is around 2800, so a little higher and stable prices going through the next quarter and it should be feasible to run ZZ and Yima at full capacity. The average methanol price for the current quarter is close to last quarter, so November 11 earnings release should about duplicate the last one.

    Sentiment: Buy

  • Revenue ZZ $5,906,000 on 16,875 mt
    $350,000 of other revenue = $6,256,000 total revenue

    ZZ cost of sales $6,547,000
    G&A $2,050,000
    Stock Comp. $350,000
    Dep. & Amort. $580,000
    Total Cost $9,527,000

    Net Loss $3,271,000 on 73 million shares = (.045)

  • Reply to

    Vacuum

    by jemer1234 Aug 5, 2014 12:42 PM
    plumdum plumdum Aug 5, 2014 10:09 PM Flag

    I must rebut some of your BS.
    The company said they would not announce anything on K-Electric until it was a certainty, probably late this year.
    With ZZ, the raw material inputs (coking gas and lignite) prices have tracked down with methanol pricing, and the plant has ran near max capacity for over half of last quarter, so breakeven to a small profit is possible.
    We may get a press release confirming a Yima restart before the earnings release.
    I have read complaints about the ZCM website not being updated with news since December. True with the english version, but the chinese version is up to date, and it appears they are being very aggresive with the joint venture clean coal initiative, although I use google translate and the wording is somewhat confusing at times.
    It is possible we get an update with possible contracts as soon as the ZCM lockup is released.

BG
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