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Lohnt sich ein Investment in Archer-Daniels-Midland Co. zum jetzigen Zeitpunkt noch? - 500 Beiträge pro Seite

ISIN: US0394831020 | WKN: 854161 | Symbol: ADM
42,11
17.02.17
Tradegate
+1,93 %
+0,80 EUR

Antwort auf Beitrag Nr.: 23.114.437 von Yukon2071 am 27.07.06 15:08:48
Nein.

Archer Daniels darfst Du nicht mit einem Ethanol-Projekt-Wert verwechseln. Schau' Dir an, wie Pacific Ethanol, Xethanol und wie sie alle heißen, in den letzten zwei Monaten abgestürzt sind; das waren allerdings heißgelaufene Spekulationen.

Archer Daniels hat mehr als 9 Milliarden Umsatz (zum Vergleich z.B. Pac.Eth.: ca. 200 Mio. $ ... Investitionskapital ...) und eine Ertragshistorie wie General Electric (weiterführende Informationen: klick Dich mal bei www.nasdaq.com durch die Company News durch). Die Ethanol-Phantasie war hier nur eine nette Zusatzgeschichte für die ... ;)

Archer Daniels ist in Wirklichkeit ein langfristiger Getreiderohstoffplay.

Wenn Du bei einer günstigen Bank bist (ich zahle bei der Citibank für jede Order nur 9,99 €, egal, wie groß die Order ist, ob 200 € oder hastenichtgesehengroß), würde ich die Dividenden konsequent in die Aktie reinvestieren, an schwachen Tagen zukaufen und über die nächsten 5-10 Jahre halten.

Sowohl in USA als auch in Europa wächst vor dem Hintergrund der Energieprobleme die Kritik, dass Landwirte (auch iN USA!!!) tatsächlich Subventionen für das Brachliegen von Getreideanbauflächen erhalten. In Deutschland steigert sich der Rapsanbau von Jahr zu Jahr erheblich (aktuelle Meldung heute!), wg. Biodiesel. Nach dem Hype bei Edel- und Industriemetallen wird in den kommenden Jahren bei den Experten (Jim Rogers u.v.a.) mit erheblichen Preissteigerungen bei den Getreiderohstoffen gerechnet. Archer ist Weltmarktführer im Getreideanbau und sitzt für die Ethanolproduktion an der Quelle (Maisanbau). Wenn da einer definitiv profitiert, dann Archer, denn die Ethanolproduzenten haben den Mais nun mal gerade in den USA fleissig nachzufragen. In den Industrienationen wird von Deutschland bis USA die sukzessive Anhebung der gesetzlichen Beimischungspflicht von Ethanol zum Benzin diskutiert und umgesetzt (extrem: Brasilien, in Europa Schweden, in Deutschland könnte hier schon zum 01. August neue Nachricht kommen!). Das Scheitern der Doha-Runde (WTO-Verhandlungen) macht es für die Ethanol-Produzenten nicht attraktiv, Zucker aus Brasilien zu importieren (Importzölle, auch auf Ethanol aus Brasilien). Auch hat die USA die nationalen Agrarbeihilfen verteidigt, Profiteur: Archer (siehe Kursanstieg der letzten Tage).

Hier, bei den Getreiderohstoffen, liegt nach meiner Überzeugung ein Megatrend im Anfangsstudium, ähnlich wie 2001/2002 noch bei den Edel- und Industriemetallen.

Schau' Dir die Ertrags- und Dividendenhistorie von Archer seit 1960 mal an ... ;)

Wie gesagt: Sowas zockt man nicht kurzfristig, sondern lässt es über Jahre liegen, an schwachen Tagen zukaufen, Dividenden konsequent reinvestieren; das ist die Liga: Royal Dutch Shell, BP, Total, General Electric, etc.

Grüsse,
abs
Ach ja,

am 01.08. kommen auch Archer-Zahlen,

wer sich an diesem Tag erst informieren möchte,

kann diesen Tag noch abwarten,

ansonsten sehe ich keinen großen Sinn darin,

hier auf idealen Einstiegszeitpunkt zu warten.

Tipp: Ein Langfristinvestment kann man auch

sukzessive aufbauen und damit den cost-average-effect

bei der Ansparung von Fonds zumindest ansatzweise simulieren.

Bei Langfristinvestments lohnt sich das.

Setzt aber Anlagedisziplin voraus ... :laugh::laugh: ;)

Grüsse,

:cool: abs
Heute 2 % im Plus an der nyse - der Grund dürfte folgende Meldung sein.

Archer-Daniels To Build Biodiesel Plant In Brazil
27 Jul 05 11:41
DOW JONES NEWSWIRES

Archer-Daniels-Midland Co. (ADM) said Thursday it plans to build a biodiesel- production facility in Rondonopolis, Brazil, with an annual capacity of 180,000 metric tons.

The plant will be operational in the first half of 2007, ahead of the anticipated increase in demand due to the mandate that all diesel fuel sold in Brazil include 2% biodiesel beginning in 2008, and 5% biodiesel beginning in 2013, the Decatur, Ill., company said.

Biodiesel is a vegetable oil-based fuel made from renewable crops that burns cleaner than traditional petroleum-based diesel fuel.

Construction of the plant, which will be located adjacent to the ADM' existing soybean crushing plant in Rondonopolis and use soybean oil as its feedstock, is dependent on final engineering and permit approval, the company noted.

-Katherine Hunt; 415-439-6400; AskNewswires@dowjones.com


(END) Dow Jones Newswires

07-27-06 1141ET

Copyright (c) 2006 Dow Jones & Company, Inc.


Ich persönlich bin schon einige Zeit in dem Wert investiert. Meine Erfahrung in den vergangenen Monaten: ADM ist für einen erzkonservativen Wert eigentlich recht volatil: da geht es schon einmal 5 % rauf oder runter. So dürfte am kommenden Dienstag durchaus einmal ein solcher Sprung drin sein, wenn die Quartalszahlen positiv ausfallen. Viel hängt auch am Ethanol Spot Preis bei den Amis, der in letzter Zeit ziemlich zurückgekommen ist.
Mein Fazit: nach unten ist bei 40 Schluss, nach oben ist im nächsten halben Jahr viel Luft - warten wir mal erst die Hurrikansaison ab!
Antwort auf Beitrag Nr.: 23.117.352 von ambodenstaendig am 27.07.06 17:34:05
9 Milliarden $ Umsatz meint den letzten Quartalsumsatz ... :rolleyes: :laugh:

Letzter Jahresumsatz waren ca. 35 Mrd. $

Grüsse,
:cool: abs
Hier die Erwartungen für die morgigen Quartalszahlen:
NEW YORK (AP) - Agribusiness company Archer Daniels Midland reports earnings for the fiscal fourth quarter on Tuesday. The following is a summary of key developments and analyst opinion related to the period.

OVERVIEW: Archer Daniels Midland is the world's largest processors of oilseeds, corn and wheat, producing and selling soybean, peanut and other oilseed products. Ethanol production is a hot trend lately, as the federal government is pushing alternatives to gas and oil. But it remains to be seen whether profit from ethanol production will really materialize, or if the race to build ethanol plants will end up causing a glut in the market.

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In June, the Decatur, Ill.-based company said it will double capital spending to between $3.5 billion to $4 billion over the next few years over investments in new ethanol and biodiesel plants.

The company also said it would market all ethanol produced by Millennium Ethanol LLC at its 100 million gallon Marion, S.D. plant, currently under construction.

In May, the European Union's Court of Justice upheld a $56.6 million EU fine against the company for price-fixing on animal feed ingredients in the EU, stemming from a 1996 case.

Also in May, the company said t will add a palm oil refinery to its Hamburg, Germany plant and build a new dry-mill ethanol plant in Cedar Rapids, Iowa.

Meanwhile, competitor Bunge Ltd., a global soybean processor, in July reported a 73 percent second-quarter profit drop, hurt by farmer protests in Brazil, excess capacity in Argentina and reduced volumes and margins in international marketing. Additionally, the year-ago quarter benefited from a large gain.

BY THE NUMBERS: Analysts expect a profit of 52 cents on revenue of $9.78 billion, according to a Thomson Financial poll.

ANALYST TAKE: "We believe that ADM's expertise in agricultural processing positions the company as the leader in biofuels production," wrote ThinkEquity Partners analyst David Edwards in a note to clients. "We also think that worldwide economic growth should lead to higher protein diets, driving ADM's livestock-related businesses."

The company has advantages over others in terms of alternative fuels, including leading market share, cost-efficient production and "unmatched" logistics capabilities.

"In addition, we believe that ADM has the advantages of being strategically located and having superior hedging capabilities and strong technology assets," he added.

Edwards initiated ADM with a "Buy" rating and $50 price target on July 24. His quarterly profit estimate of 52 cents per share is in line with the consensus.

WHATS AHEAD: Archer Daniels Midland in July announced plans to build a biodiesel production plan using soybean oil in Brazil, which will be operational by the first half of 2007. The company plans to take advantage of a mandate in that country that diesel producers begin blending alternative fuel with their products.

Biodiesel is an alternative fuel made from vegetable oils. It burns cleaner than petroleum-based diesel.
Hier mal ein interessanter Vergleich zu PEIX (gelb) , ein reiner Bioethanolwert


Der Jahreschart der ADM schaut folgendermaßen aus:



Wie man sehen kann, sind die alten Hochs vom Mai nicht mehr weit entfernt. Sollten wir bei den Zahlen morgen eine Überraschung erleben, dann sehen wir hier ganz schnell neue Höchststände !
Und hier sind die Zahlen

Archer-Daniels 4Q Net Doubles On Oilseed, Ethanol Profits
01 Aug 05 07:40
DOW JONES NEWSWIRES

Archer-Daniels-Midland Co. (ADM) said fourth-quarter net income for the three months ended June 30 more than doubled to $410 million, or 62 cents a share, from $195 million, or 30 cents a share, in the year-ago period.

Revenue rose 1% to $9.55 billion.

Analysts surveyed by Thomson First Call forecast earnings of 52 cents a share and revenue of $9.78 billion for the agricultural giant.

The company cited better profit in its oilseeds processing business on improved market conditions in all geographic areas, as well as its corn processing operations to fuel its ethanol business.

"We have good momentum going forward and are well positioned to capitalize on our opportunities for continued growth," the company said.

-Steve Gelsi; 415-439-6400; AskNewswires@dowjones.com


(END) Dow Jones Newswires


Die Schätzungen sind um 10 % übertroffen - haleluja !!!
Und hier sind die Zahlen

Archer-Daniels 4Q Net Doubles On Oilseed, Ethanol Profits
01 Aug 05 07:40
DOW JONES NEWSWIRES

Archer-Daniels-Midland Co. (ADM) said fourth-quarter net income for the three months ended June 30 more than doubled to $410 million, or 62 cents a share, from $195 million, or 30 cents a share, in the year-ago period.

Revenue rose 1% to $9.55 billion.

Analysts surveyed by Thomson First Call forecast earnings of 52 cents a share and revenue of $9.78 billion for the agricultural giant.

The company cited better profit in its oilseeds processing business on improved market conditions in all geographic areas, as well as its corn processing operations to fuel its ethanol business.

"We have good momentum going forward and are well positioned to capitalize on our opportunities for continued growth," the company said.

-Steve Gelsi; 415-439-6400; AskNewswires@dowjones.com


(END) Dow Jones Newswires


Die Schätzungen sind um 10 % übertroffen - haleluja !!!
Antwort auf Beitrag Nr.: 23.117.352 von ambodenstaendig am 27.07.06 17:34:05hi!

- ambodenständig
gute analyse, die ich aus so sehe.

neimax hat sich hingegen geirrt.
es ging, wie wir heute wissen, deutlich unter $ 40.
aktuell notieren wir knapp über 30 dollar.

meine meinung:
ich gehe bei trendwechsel wieder rein.
im besten fall geht's in den nächsten monaten noch bis auf ca. 25 - 26 dollar runter.
so recht will ich's aber nicht glauben. der wert ist günstig bepreist - aber die charttechnik ist nicht zu unterschätzen.


gruss. €
Antwort auf Beitrag Nr.: 27.216.844 von Mant am 27.01.07 11:44:01hi!

ja, was ich euch noch fragen wollte:
wo kauft ihr den wert?

ich bis dato in den staaten - leider spesenintensiver.
(bis € 10.000.- gegenwert usd 31.- bei brokerjet, in frankfurt € 11,45)


gruss. €
Antwort auf Beitrag Nr.: 27.216.844 von Mant am 27.01.07 11:44:01Ich persönlich bin vor knapp einer Woche für 24,13 € wieder eingestiegen, recht massiv. Ich finde, die 31 $ halten schon einige Zeit. Und am 01. Februar werden die Zahlen veröffentlicht. Tipp: Zahlen werden vor US-Eröffnung verlautbart, vielleicht bei nasdaq.com unter "Company News" und "Extended Trading" gucken, was los ist, wenn Du auf Nummer Sicher gehen möchtest.

Ich meine aber, dass das Risiko nach unten jetzt sehr begrenzt ist, rechne aufgrund des im IV. Quartal sehr, sehr stark gestiegenen Mais-Preises auch mit sehr guten Zahlen; zuletzt waren die Zahlen ohnehin regelmäßig über den Markterwartungen.

Bei Citibank kostet mich die Order in Ffm nur 9,99 €, allerdings plus 0,08 % Maklerspesen. Xetra findet leider selten Handel statt (da zahle ich immer nur 9,99 €).

Grüsse,
abs
Antwort auf Beitrag Nr.: 27.232.239 von ambodenstaendig am 27.01.07 21:24:00sehe das ähnlich; zwischen 30-32,50$ haben sich in diesem und im vorigen jahr (feb) etwa einen monat lang sehr viele käufer eingedeckt; glaube also nicht, daß die gleich wieder hinschmeissen.
zudem kommen noch die zahlen und die bush-rede, die phantasie mitbringt.
bin vorletze woche auch eingestiegen...
Antwort auf Beitrag Nr.: 27.247.256 von vendaro am 28.01.07 13:34:00hi friends!

ich werd' sicherheitshalber mal einen trendwechsel abwarten, bzw. die zahlen.
die deutlich angezogenen maispreise können aber durchaus auch probelmatisch sein.


gruss. €
Antwort auf Beitrag Nr.: 27.276.661 von Mant am 29.01.07 17:41:37
In welcher Hinsicht könnte der gestiegene Maispreis problematisch sein ?

Archer Daniels produziert und verkauft den Mais doch und ist meines Wissens der größte Maisproduzent der Welt.

Problematisch ist dies doch eher für die reinen Ethanol-Produzenten, die auf die Zulieferung von Ethanol-Rohstoffen, u.a. eben Mais, angewiesen sind (also für Pacific Ethanol, usw.)

Insofern kann ich das "Problem" nicht nachvollziehen. :confused::confused:

:cool: abs
nur die ruhe - vor den earnings geht bei den amis manchmal runter, damit es nach den earnings, sind die gut, steigen kann - geht es vor den zahlen hoch, kannst du sicher sein, dass es danach runter geht
Ob Kalifornien oder Minnesota - die Ethanolgesetzgebung schreitet in den einzelnen US-Bundesstaaten jetzt fort. Minnesota schreibt jetzt 20 % Ethanol-Anteil vor. Zum Vergleich: Umweltbesserwisser Deutschland hat dieses Jahr gerade erst einmal knapp 5 % Pflichtbeimischung (Ethanol bzw. Biogas) angeordnet ... (und während in den USA Flexible-Fuel-Fahrzeuge bereits in Auflage von mehreren Millionen produziert sind - Toyota will jetzt GM und Ford mit Massiv-Einstieg folgen -, überlegt VW gerade, das Hybrid-Fahrzeug einzustampfen ...)

Ethanol bill is in Legislature's fast lane
by Laura McCallum, Minnesota Public Radio
February 15, 2005


Supporters of the ethanol bill say the higher mandate will increase demand for Minnesota corn and create jobs in rural Minnesota. This plant is in Bingham Lake, Minn. (MPR Photo/Mark Steil)

A bill moving through the Minnesota Legislature would double the state's ethanol mandate. Minnesota law currently requires all gas sold in the state to contain 10 percent of the corn-based fuel. That would increase under the proposal to 20 percent by the year 2012. Some lawmakers say the legislation is moving so quickly that legitimate concerns over the mandate are being brushed aside.


St. Paul, Minn. — The 20-percent-ethanol mandate breezed through the Minnesota Senate, where it passed 54-to-12 last week with little debate.

Gov. Pawlenty supports the bill, and it has cleared two House committees. But there is opposition to the bill on a couple of fronts. The oil industry opposes mandating ethanol content, and the automobile industry questions the impact on cars.



Worried about Atrazine

Sandy Neren, of the Alliance of Automobile Manufacturers, says warranties won't cover cars that use the "E-20."

"At the present time, the way cars are manufactured right now, we can't extend the warranty to E-20. And the simple reason for that is, we've never tested it, we don't know what will happen," she said.

Neren points out that the sale of E-20 is illegal; Minnesota would need to get a federal waiver to sell the higher ethanol content gasoline. The bill's supporters say they're confident Minnesota would get a waiver.

Some DFL lawmakers are also raising environmental concerns. In the House Environment and Natural Resources Committee, Rep. Carlos Mariani, DFL-St. Paul, questioned whether more ethanol would mean more use of Atrazine by corn growers. He says studies have linked the weed killer to frog deformities, and he worries it may be seeping into the state's groundwater.

"We do know that atrazine is being used in at least half of our corn crop here. And if that's what we need to use to produce a fuel that I'm selling to my constituents as a good clean environmental fuel, given the fact that we've got some disturbing studies, that's disturbing to me, and it's going to be disturbing to my constituents," he said.

Mariani says lawmakers should discuss the Atrazine issue before the bill moves forward.



Doesn't think Atrazine related to bill

But an attempt to amend the bill to restrict Atrazine use was stopped when committee chair Tom Hackbarth said it was unrelated to the ethanol mandate. The bill's sponsor, Rep. Greg Davids, R-Preston, says he doesn't think the debate over Atrazine is connected to his bill.

"The opponents of this bill will use any tactic possible, and I haven't seen the evidence that we have a problem there. In fact, we're using much less Atrazine now than we did 10 years ago. And this will continue to go down, but the ag sector still needs that to get the yields that they need," he said.

Davids says he will continue to work with opponents of the bill as it moves forward.

Rep. Jean Wagenius, DFL-Minneapolis says she will continue to push for adding Atrazine restrictions to the ethanol mandate. She says the two issues are linked.

"We should have discussed the Atrazine and the implications for children and our drinking water. A million Minnesotans drink groundwater that's untested, untreated, and assume it's good, because they assume folks are watching out to make sure it's good," she said.

The company that makes Atrazine says its product is safe. Supporters of the ethanol bill say the higher mandate will increase demand for Minnesota corn and create jobs in rural Minnesota. Minnesota would be the first state in the country to mandate 20-percent ethanol in gasoline.
Manchmal lohnt es sich, das Original zu lesen - und nicht die doch meist durch allerlei Intentionen das Original verfälschenden Sekundär-Berichterstattungen ... ;)

Home > News & Policies > January 2007





For Immediate Release
Office of the Press Secretary
January 23, 2007

President Bush Delivers State of the Union Address
United States Capitol
Washington, D.C.




President's Remarks





State of the Union 2007
2007 State of the Union Policy Initiatives



9:13 P.M. EST

THE PRESIDENT: Thank you very much. And tonight, I have a high privilege and distinct honor of my own -- as the first President to begin the State of the Union message with these words: Madam Speaker. (Applause.)

In his day, the late Congressman Thomas D'Alesandro, Jr. from Baltimore, Maryland, saw Presidents Roosevelt and Truman at this rostrum. But nothing could compare with the sight of his only daughter, Nancy, presiding tonight as Speaker of the House of Representatives. (Applause.) Congratulations, Madam Speaker. (Applause.)

Two members of the House and Senate are not with us tonight, and we pray for the recovery and speedy return of Senator Tim Johnson and Congressman Charlie Norwood. (Applause.)

Madam Speaker, Vice President Cheney, members of Congress, distinguished guests, and fellow citizens:

The rite of custom brings us together at a defining hour -- when decisions are hard and courage is needed. We enter the year 2007 with large endeavors underway, and others that are ours to begin. In all of this, much is asked of us. We must have the will to face difficult challenges and determined enemies -- and the wisdom to face them together.

Some in this chamber are new to the House and the Senate -- and I congratulate the Democrat majority. (Applause.) Congress has changed, but not our responsibilities. Each of us is guided by our own convictions -- and to these we must stay faithful. Yet we're all held to the same standards, and called to serve the same good purposes: To extend this nation's prosperity; to spend the people's money wisely; to solve problems, not leave them to future generations; to guard America against all evil; and to keep faith with those we have sent forth to defend us. (Applause.)

We're not the first to come here with a government divided and uncertainty in the air. Like many before us, we can work through our differences, and achieve big things for the American people. Our citizens don't much care which side of the aisle we sit on -- as long as we're willing to cross that aisle when there is work to be done. (Applause.) Our job is to make life better for our fellow Americans, and to help them to build a future of hope and opportunity -- and this is the business before us tonight.

A future of hope and opportunity begins with a growing economy -- and that is what we have. We're now in the 41st month of uninterrupted job growth, in a recovery that has created 7.2 million new jobs -- so far. Unemployment is low, inflation is low, and wages are rising. This economy is on the move, and our job is to keep it that way, not with more government, but with more enterprise. (Applause.)

Next week, I'll deliver a full report on the state of our economy. Tonight, I want to discuss three economic reforms that deserve to be priorities for this Congress.

First, we must balance the federal budget. (Applause.) We can do so without raising taxes. (Applause.) What we need to do is impose spending discipline in Washington, D.C. We set a goal of cutting the deficit in half by 2009, and met that goal three years ahead of schedule. (Applause.) Now let us take the next step. In the coming weeks, I will submit a budget that eliminates the federal deficit within the next five years. (Applause.) I ask you to make the same commitment. Together, we can restrain the spending appetite of the federal government, and we can balance the federal budget. (Applause.)

Next, there is the matter of earmarks. These special interest items are often slipped into bills at the last hour -- when not even C-SPAN is watching. (Laughter.) In 2005 alone, the number of earmarks grew to over 13,000 and totaled nearly $18 billion. Even worse, over 90 percent of earmarks never make it to the floor of the House and Senate -- they are dropped into committee reports that are not even part of the bill that arrives on my desk. You didn't vote them into law. I didn't sign them into law. Yet, they're treated as if they have the force of law. The time has come to end this practice. So let us work together to reform the budget process, expose every earmark to the light of day and to a vote in Congress, and cut the number and cost of earmarks at least in half by the end of this session. (Applause.)

And, finally, to keep this economy strong we must take on the challenge of entitlements. Social Security and Medicare and Medicaid are commitments of conscience, and so it is our duty to keep them permanently sound. Yet, we're failing in that duty. And this failure will one day leave our children with three bad options: huge tax increases, huge deficits, or huge and immediate cuts in benefits. Everyone in this chamber knows this to be true -- yet somehow we have not found it in ourselves to act. So let us work together and do it now. With enough good sense and goodwill, you and I can fix Medicare and Medicaid -- and save Social Security. (Applause.)

Spreading opportunity and hope in America also requires public schools that give children the knowledge and character they need in life. Five years ago, we rose above partisan differences to pass the No Child Left Behind Act, preserving local control, raising standards, and holding those schools accountable for results. And because we acted, students are performing better in reading and math, and minority students are closing the achievement gap.

Now the task is to build on the success, without watering down standards, without taking control from local communities, and without backsliding and calling it reform. We can lift student achievement even higher by giving local leaders flexibility to turn around failing schools, and by giving families with children stuck in failing schools the right to choose someplace better. (Applause.) We must increase funds for students who struggle -- and make sure these children get the special help they need. (Applause.) And we can make sure our children are prepared for the jobs of the future and our country is more competitive by strengthening math and science skills. The No Child Left Behind Act has worked for America's children -- and I ask Congress to reauthorize this good law. (Applause.)

A future of hope and opportunity requires that all our citizens have affordable and available health care. (Applause.) When it comes to health care, government has an obligation to care for the elderly, the disabled, and poor children. And we will meet those responsibilities. For all other Americans, private health insurance is the best way to meet their needs. (Applause.) But many Americans cannot afford a health insurance policy.

And so tonight, I propose two new initiatives to help more Americans afford their own insurance. First, I propose a standard tax deduction for health insurance that will be like the standard tax deduction for dependents. Families with health insurance will pay no income on payroll tax -- or payroll taxes on $15,000 of their income. Single Americans with health insurance will pay no income or payroll taxes on $7,500 of their income. With this reform, more than 100 million men, women, and children who are now covered by employer-provided insurance will benefit from lower tax bills. At the same time, this reform will level the playing field for those who do not get health insurance through their job. For Americans who now purchase health insurance on their own, this proposal would mean a substantial tax savings -- $4,500 for a family of four making $60,000 a year. And for the millions of other Americans who have no health insurance at all, this deduction would help put a basic private health insurance plan within their reach. Changing the tax code is a vital and necessary step to making health care affordable for more Americans. (Applause.)

My second proposal is to help the states that are coming up with innovative ways to cover the uninsured. States that make basic private health insurance available to all their citizens should receive federal funds to help them provide this coverage to the poor and the sick. I have asked the Secretary of Health and Human Services to work with Congress to take existing federal funds and use them to create "Affordable Choices" grants. These grants would give our nation's governors more money and more flexibility to get private health insurance to those most in need.

There are many other ways that Congress can help. We need to expand Health Savings Accounts. (Applause.) We need to help small businesses through Association Health Plans. (Applause.) We need to reduce costs and medical errors with better information technology. (Applause.) We will encourage price transparency. And to protect good doctors from junk lawsuits, we passing medical liability reform. (Applause.) In all we do, we must remember that the best health care decisions are made not by government and insurance companies, but by patients and their doctors. (Applause.)

Extending hope and opportunity in our country requires an immigration system worthy of America -- with laws that are fair and borders that are secure. When laws and borders are routinely violated, this harms the interests of our country. To secure our border, we're doubling the size of the Border Patrol, and funding new infrastructure and technology.

Yet even with all these steps, we cannot fully secure the border unless we take pressure off the border -- and that requires a temporary worker program. We should establish a legal and orderly path for foreign workers to enter our country to work on a temporary basis. As a result, they won't have to try to sneak in, and that will leave Border Agents free to chase down drug smugglers and criminals and terrorists. (Applause.) We'll enforce our immigration laws at the work site and give employers the tools to verify the legal status of their workers, so there's no excuse left for violating the law. (Applause.)

We need to uphold the great tradition of the melting pot that welcomes and assimilates new arrivals. (Applause.) We need to resolve the status of the illegal immigrants who are already in our country without animosity and without amnesty. (Applause.) Convictions run deep in this Capitol when it comes to immigration. Let us have a serious, civil, and conclusive debate, so that you can pass, and I can sign, comprehensive immigration reform into law. (Applause.)

Extending hope and opportunity depends on a stable supply of energy that keeps America's economy running and America's environment clean. For too long our nation has been dependent on foreign oil. And this dependence leaves us more vulnerable to hostile regimes, and to terrorists -- who could cause huge disruptions of oil shipments, and raise the price of oil, and do great harm to our economy.

It's in our vital interest to diversify America's energy supply -- the way forward is through technology. We must continue changing the way America generates electric power, by even greater use of clean coal technology, solar and wind energy, and clean, safe nuclear power. (Applause.) We need to press on with battery research for plug-in and hybrid vehicles, and expand the use of clean diesel vehicles and biodiesel fuel. (Applause.) We must continue investing in new methods of producing ethanol -- (applause) -- using everything from wood chips to grasses, to agricultural wastes.

We made a lot of progress, thanks to good policies here in Washington and the strong response of the market. And now even more dramatic advances are within reach. Tonight, I ask Congress to join me in pursuing a great goal. Let us build on the work we've done and reduce gasoline usage in the United States by 20 percent in the next 10 years. (Applause.) When we do that we will have cut our total imports by the equivalent of three-quarters of all the oil we now import from the Middle East.

To reach this goal, we must increase the supply of alternative fuels, by setting a mandatory fuels standard to require 35 billion gallons of renewable and alternative fuels in 2017 -- and that is nearly five times the current target. (Applause.) At the same time, we need to reform and modernize fuel economy standards for cars the way we did for light trucks -- and conserve up to 8.5 billion more gallons of gasoline by 2017.

Achieving these ambitious goals will dramatically reduce our dependence on foreign oil, but it's not going to eliminate it. And so as we continue to diversify our fuel supply, we must step up domestic oil production in environmentally sensitive ways. (Applause.) And to further protect America against severe disruptions to our oil supply, I ask Congress to double the current capacity of the Strategic Petroleum Reserve. (Applause.)

America is on the verge of technological breakthroughs that will enable us to live our lives less dependent on oil. And these technologies will help us be better stewards of the environment, and they will help us to confront the serious challenge of global climate change. (Applause.)


A future of hope and opportunity requires a fair, impartial system of justice. The lives of our citizens across our nation are affected by the outcome of cases pending in our federal courts. We have a shared obligation to ensure that the federal courts have enough judges to hear those cases and deliver timely rulings. As President, I have a duty to nominate qualified men and women to vacancies on the federal bench. And the United States Senate has a duty, as well, to give those nominees a fair hearing, and a prompt up-or-down vote on the Senate floor. (Applause.)

[...]
Antwort auf Beitrag Nr.: 27.310.489 von vendaro am 30.01.07 23:24:54hi!

- ambodenstaendig
ich sehe bei adm auch keine rohstoffversorgungsprobleme.
da sitzt der händler ja quasi an der quelle.

doch ich denke, die erhöhten maispreise werden sich nicht einfach so 1:1 weitergeben lassen.
das ist meine befürchtung.
ohne die regelung in den usa zu kennen.


gruss. €
Na, da halte ich mich aber lieber an die jüngsten Zahlen eines kleineren Konkurrenten ... ;), danach dürfte bei ADM als Marktführer auch eher von einem Profit von den höheren Preisen zu rechnen sein.

Archer-Daniels-Midland Co
Corn Products Profit Rises on Higher Sweetener Prices (Update3)

By Jeff Wilson

Jan. 30 (Bloomberg) -- Corn Products International Inc., a maker of grain-based sweeteners and starches, said fourth- quarter profit surged 40 percent on increased prices and sales in North America. The shares rose the most in two months.

Net income rose to $32.9 million, or 43 cents a share, from $23.5 million, or 31 cents, a year earlier, Westchester, Illinois-based Corn Products said today in a statement. Analysts expected 41 cents, based on five estimates in a Bloomberg survey. Sales rose 17 percent to a record of $686.7 million.

The price of high-fructose corn syrup, a sweetener used in soft drinks and food, is rising as demand grows, said Craig Ruffolo, a vice president for McKeany-Flavell Co., a food industry consultant in Oakland, California. Producers including Archer Daniels Midland Co. are using as much as 94 percent of their output capacity, well above a normal high point of 85 percent, Ruffolo said.

``Tight capacity-utilization rates have driven large price increases and trumped higher corn costs,'' David Driscoll, an analyst for Citigroup Global Markets in New York, said in a report to investors today. Driscoll maintained his buy rating on the company made in October.

Corn Products forecast a profit gain this year of 13 percent to 23 percent to between $1.84 and $2.01 a share. The company, in its statement, cited higher prices, increased demand in North America, South America, Pakistan, Thailand and China, and hedging of corn costs.

Shares Rise

Shares of Corn Products rose $1.25, or 3.8 percent, to $34.08 at 4:22 p.m. in New York Stock Exchange composite trading, the biggest gain since Nov. 30.

Corn Products has jumped 37 percent in the past year, reaching a record $37.49 on Dec. 6, less than two weeks before Mexico eliminated a 20 percent tax on corn sweetener used in soft drinks. The tax, enacted in 2002, was ruled illegal by the World Trade Organization in March 2006.

``Mexico will be the wild card for high-fructose corn syrup producers,'' Ruffolo said.

Sales in 2006 rose 11 percent to a record $2.62 billion, the company said. Net income for the year rose 38 percent to $124 million, or $1.63 a share, from $90 million, or $1.19, in 2005. The results topped the company's October forecast of $1.58 to $1.62, and the $1.59 estimate by six analysts in the Bloomberg survey.

Higher Prices

``Our U.S. and Canadian businesses have again achieved significantly higher contract prices in 2007,'' Chief Executive Officer Sam Scott said in the statement. ``Our firm-price and fee-based book of business in both the U.S. and Canada is appropriately hedged.''

Decatur, Illinois-based Archer Daniels Midland is the biggest producer of high-fructose corn syrup, Ruffolo said. Cargill Inc., based in Wayzata, Minnesota, is the second-largest producer, followed by London-based Tate & Lyle Plc and Corn Products, he said.

Corn Products was spun off by Bestfoods in December 1997. Bestfoods was acquired in 2000 by Rotterdam-based Unilever NV, the world's second-biggest food and detergent maker.

To contact the reporters on this story: Jeff Wilson in Chicago at jwilson29@bloomberg.net .

Last Updated: January 30, 2007 16:25 EST
Verstehe ich das richtig, dass ADM hauptsächlich Abnehmer von Agrarrohstoffen ist?
Heisst das nicht, dass man von steigenden Rohstoffpreisen nicht wirklich profitiert?
Überhaupt wenn der Anstieg auf Ernteausfälle zurückzuführen ist und die eigene Produktion betroffen ist? Oder hat man auch große Lager vorrätig, die einen Preisanstieg partizipieren lassen und Ausfälle abfedern?

mfg
Noch circa ein halbe Stunde bis zu den Zahlen.

RT bereits über 25 € im Geld, keine Stücke mehr im Brief!

Realtime-Kurs01.02.07 Kurs € Zeit Volumen
Geld 25,10 13:24:07 300 Stk.
Brief n.a. 13:24:07 n.a. Stk


Gutes Omen, denke ich ...

:D:cool: abs
im vorbörslichen Handel schon 2 $ höher bei 34 $ !!!

Siehe www.nasdaq.com (Symbol: ADM):

Pre-Market Trade Reporting Thursday February 01


Pre-Market
Last: $ 34 Pre-Market
High: $ 34.90
Pre-Market
Volume: 3,400 Pre-Market
Low: $ 33.10

Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
07:30 $ 34 200
07:29 $ 33.90 100
07:29 $ 33.80 100
07:28 $ 33.10 100
07:28 $ 33.20 100
07:28 $ 33.30 100
07:28 $ 33.40 100
07:28 $ 33.50 100
07:28 $ 33.60 200
07:28 $ 33.70 200
07:28 $ 33.80 200
07:28 $ 33.60 900
07:25 $ 34.80 100
07:25 $ 34.70 100
07:25 $ 34.60 100
07:25 $ 34.50 100
07:25 $ 34.40 100
07:25 $ 34.30 100
07:25 $ 34.20 100
07:25 $ 34.10 100
07:25 $ 34 100
07:24 $ 34.90 100







1
Sensationelles Ergebnis, zumindest hervorragend ... :laugh: ;)

Siehe (www.bloomberg.com):

ADM:US
Archer-Daniels-Midland Co
ADM Net Rises 20 Percent on Higher Ethanol, Corn Syrup Prices


By Daniel Goldstein

Feb. 1 (Bloomberg) -- Archer Daniels Midland Co., the world's largest grain processor, said second-quarter profit rose 20 percent, more than expected, on higher prices for the ethanol and sweeteners it produces from corn.

Net income rose to $441.3 million, or 67 cents a share in the three months ended Dec. 31, from $367.7 million, or 56 cents, the Decatur, Illinois-based company said today in a statement. Sales rose 18 percent to $11 billion. The average estimate of seven analysts surveyed by Bloomberg was for profit of 64 cents.

``We continue to see encouraging trends at ADM's major businesses including high fructose corn syrup, oilseeds and agricultural services, and believe ADM's outlook could prove considerably better than what the market appears to be factoring in,'' Citigroup analyst David Driscoll said in a note to investors before results were released.

Shares of Archer Daniels rose 52 cents, or 1.7 percent, to $32 yesterday in New York Stock Exchange composite trading. The stock has fallen 31 percent since reaching a record $46.71 on May 11.

-- Editor: Enoch

To contact the reporter on this story: Daniel J. Goldstein in Washington at dgoldstein1@bloomberg.net .

Last Updated: February 1, 2007 07:21 EST



Anmerkung: Einige Analysten hatten vorher die Erwartung auf 45 Cents pro Share gesenkt ...

Die Aktie ist m.E. jetzt klar unterbewertet.

Grüsse,
:cool: abs
Archer Daniels Midland Reports Second Quarter Results



DECATUR, Ill., Feb. 1 /PRNewswire-FirstCall/ -- Archer Daniels Midland (NYSE: ADM)

-- Net earnings for the quarter ended December 31, 2006 increased 20 % to
$ 441 million - $ .67 per share from $ 368 million - $ .56 per share
last year.

"We had record results for the quarter and six months," said ADM
Chief Executive Officer and President, Patricia A. Woertz. "We are
particularly pleased with the strong performance from all segments.
And, we continue to make progress along our strategic path. Our
future opportunities are great."



-- Second quarter segment operating profit increased 46 % to $ 767 million
from $ 524 million last year.

- Oilseeds processing operating profit increased on improved market
conditions in all geographic regions.
- Corn Processing operating profit increased due to increased ethanol
and sweetener selling prices partially offset by increased net corn
costs.
- Agricultural Services operating profit increased due to improved
global merchandising and transportation results.
- Other segment operating profit increased primarily due to improved
Financial results.



Die höheren Maispreise haben einen noch höheren Profit verhindert (insofern: Sorry, Mant ;) ...), wurden aber durch höhere Ethanol und Süßmittel-Preise weitgehend ausgeglichen. Umso bemerkenswerter die Rekordergebnisse.

:) abs
Archer Daniels Midland Q2 Profit Up 20% - Quick Facts



(RTTNews) - Archer Daniels Midland (ADM) said that second quarter net earnings increased 20% to $ 441 million or $0.67 per share from $368 million or $0.56 per share last year. On average, 8 analysts polled by First Call/Thomson Financial expected earnings of $0.60 per share

Net sales rose 18% to $10.97 billion from $9.29 billion in the same quarter last year. Four Wall Street analysts' consensus revenue estimate came in at $9.52 billion

:eek::eek:

:D abs
Prudential Financial Reiterates Archer Daniels Midland At Overweight With $43 Price Target

(RTTNews) - Prudential Financial Reiterates Archer Daniels Midland (ADM) At Overweight With $43 Price Target

Noch 20-25 % Luft.

:cool: abs
Hier eine genauere Analyse mit Bezug auf die gestiegenen Mais-Preise, welche im Vorfeld ja zu entsprechender Skepsis bei ADM geführt hat und den Kurs zu Unrecht von 45,46 $ auf 31,32 $ geführt hat:

(Quelle: www.nasdaq.com bzw. Wall Street Journal)


3rd UPDATE: Archer-Daniels-Midland's 2Q Earnings Rise 20%


(Adds comments from analysts in the ninth, 12th and 13th paragraphs and updates stock price.)

By Desiree J. Hanford

Of DOW JONES NEWSWIRES

Archer-Daniels-Midland Co.'s (ADM) fiscal second-quarter earnings rose 20%, as higher ethanol, starch and sweetener selling prices were partially offset by an increase in corn costs.

The agricultural-processing company said Thursday before the markets opened that it earned $441.3 million, or 67 cents a share, during the quarter ended Dec. 31. That compares with $367.7 million, or 56 cents a share, in the year- year earlier period.

Sales rose 18% to $10.98 billion from $9.3 billion.

ADM easily beat Wall Street's expectations. Analysts polled by Thomson Financial expected, on average, for the Decatur, Ill., company to earn $386.4 million, or 60 cents a share, on revenue of $9.52 billion.

The company's "continued strong momentum" underscores its ability to "manage through challenging and changing market conditions," President and Chief Executive Patricia A. Woertz said during a conference call. "We remain very confident about our strategic direction, and we continue to make progress along that strategic path," she added.

ADM's stock was recently trading up $3.43, or 10.7%, at $35.43 on composite volume of 13.6 million shares, twice the average daily volume.

ADM's shares have been under pressure in recent weeks because of declining crude prices, but those prices have reversed course in the last week and crude oil futures hit a four-week high on Wednesday. Ethanol prices typically move in the same direction as crude oil and gasoline prices. With ethanol revenue under pressure and corn costs increasing, profit margins have been squeezed at ADM and other ethanol makers.

All four of ADM's business segments posted improved operating profits compared with the year-earlier period.

The "broad strength" over all the segments is something investors have been overlooking, Citigroup analyst David Driscoll said in a research note. Investors "had become overly bearish on ADM in recent months with the slide in petroleum prices and the increase in corn prices," he said.

Corn processing, ADM's largest segment by dollars, had a 42% increase in operating profits to $335.5 million. Within corn processing, bioproducts operating profit rose 55% to $189.3 million and sweeteners and starches operating profit increased 28% to $146.2 million.

The improvement in operating profits for corn processing came from improved margins of about $75 million, $33 million of which came from sweeteners and starches and $42 million from bioproducts, Chief Financial Officer Douglas Schmalz said. The margin improvement came from higher selling prices for each of the three, partially offset by higher corn costs, he said. Volumes were comparable with the year-earlier period, Schmalz added.

Corn processing was the segment of most concern given recent corn prices, Merrill Lynch analyst Diane Geissler said in a research note. "Today's result underscores management's expertise in operating through difficult market conditions," she added.

Current spot corn prices are "well above" those in the second fiscal quarter of last year, CFO Schmalz said during the call. ADM anticipates that its ethanol prices for the current fiscal quarter will be similar to those it got for its second-quarter shipments, he said.

Although ADM doesn't know what size of the worldwide corn crop will be next year, current crop prices give farmers incentive to plant additional corn acres, Schmalz said.

ADM is largest producer of corn-based ethanol in the U.S. The company has seven ethanol plants in the U.S.

High corn prices affect ADM twice, in its ethanol business and its high- fructose-corn-syrup business. Corn for March delivery closed Wednesday at $4.04 a bushel, down 3/4 cents.

Operating profit in ADM's oilseeds processing business rose 50% to $192 million, driven mainly by a $94 million improvement in margin, with volumes being up slightly from the year-earlier period, Schmalz said. As for current market conditions for oilseeds, crop availability looks good, with the U.S. having an "adequate" supply of soybeans and South America's crop appearing to be at a level that will meet ADM's needs, he said.

Agricultural services had operating profit of $122.8 million, a 31% increase from the year-earlier period. The company cited improved earnings of global grain merchandising operations and better operating results of transportation operations as the reason for the increase.

Operating profit in ADM's segment that includes food, feed, industrial and financial rose 78% to $116.7 million.

In his State of the Union Address last week, President Bush called for reducing gasoline usage in the U.S. by 20% during the next decade. To do that, Bush proposed setting a mandatory fuels standard to require 35 billion gallons of renewable and alternative fuels by 2017, more than five times the previous target.

Neither Citigroup's Driscoll nor Merrill Lynch's Geissler own shares of ADM. Citigroup and Merrill Lynch make a market in the stock, and both firms have done investment banking work for the company in the last 12 months. Merrill Lynch expects to receive or intends to seek that work from ADM within the next three months.

-By Desiree J. Hanford, Dow Jones Newswires; 312-750-4135; desiree.hanford@ dowjones.com


(END) Dow Jones Newswires
02-01-071316ET
Copyright (c) 2007 Dow Jones & Company, Inc.
Quartalsdividende + 15 %.
Hört sich auch sonst alles sehr gut an.


ADM Board of Directors Names Chief Executive Officer Patricia A. Woertz Chairman of the Board, Votes to Increase Cash Dividend and Adopts Majority Voting Policy



DECATUR, Ill., Feb. 6 /PRNewswire-FirstCall/ -- The Board of Directors of Archer Daniels Midland Company (NYSE: ADM) announced today that Chief Executive Officer and President Patricia A. Woertz has been elected Chairman of the Company's Board of Directors. Ms. Woertz, who was named CEO and President in April 2006, succeeds G. Allen Andreas who resid from the Board. Independent Director Patrick Moore continuegnes in the role of Lead Director.

The Board declared a cash dividend of 11.5 cents per share on the Company's stock payable March 9, 2007 to Shareholders of record February 16, 2007. This is an increase of one and one-half cents a share. This is ADM's 301st consecutive quarterly payment, a record of 75 years of uninterrupted dividends. As of December 31, 2006 there were 653,447,466 shares of ADM stock outstanding.

In addition, the Board will be implemented through amendments to the Company's Bylaws and Coadopted a majority voting policy for election of directors thatrporate Governance Guidelines.

"Our leadership transition has progressed very successfully and faster than anticipated," said G. Allen Andreas. "Under Patricia's leadership, ADM continues to deliver outstanding results for shareholders, customers and employees. As I look forward, the time is right for me to step down and for Patricia to assume the role of Chairman."

"Our decision to name Patricia as the Chairman reflects the Board's confidence in her strong leadership and strategic direction for the Company," said Patrick Moore.

"ADM today is an industry leader that is positioned for continued growth," said Patricia Woertz. "It is because of Allen's leadership that we are in this position. I am honored to work with an outstanding team of colleagues; we will continue to appreciate Allen's legacy as we embark on the next phase of ADM's global leadership in BioEnergy and agricultural processing."

Mr. Andreas joined Archer Daniels Midland Company in 1973. He served as Treasurer, Chief Financial Officer of European Operations, and Vice President and Counsel to the Executive Committee before being appointed a Member of the Office of the Chief Executive in 1996. He was named Chief Executive Officer in 1997, assumed the position of Chairman in 1999 and was elected President in 2005. In 2006, Mr. Andreas retired from the positions of Chief Executive and President while continuing his service as Chairman of the Board of Directors.

Ms. Woertz is Chairman, Chief Executive Officer and President of Archer Daniels Midland Company. Patricia is focused on extending the Company's strong financial momentum and accelerating the growth of its BioEnergy business while expanding the Company's premier position in the agricultural processing value chain.

Prior to joining ADM in April 2006, Ms. Woertz spent 29 years in the energy industry, most recently as Executive Vice President of Chevron Corporation where she led its global refining, marketing, lubricant, supply and trading operations.

Archer Daniels Midland Company (ADM) is the world leader in BioEnergy and has a premier position in the agricultural processing value chain. ADM is one of the world's largest processors of soybeans, corn, wheat and cocoa. ADM is a leading manufacturer of biodiesel, ethanol, soybean oil and meal, corn sweeteners, flour and other value-added food and feed ingredients. Headquartered in Decatur, Illinois, ADM has over 26,000 employees, more than 240 processing plants and net sales for the fiscal year ended June 30, 2006 of $37 billion. Additional information can be found on ADM's Web site at http://www.admworld.com/ .

SOURCE Archer Daniels Midland Company
Antwort auf Beitrag Nr.: 27.580.137 von Kurumba am 10.02.07 15:46:57hallo kurumba,


nun südzucker beobachte ich auch schon etwas länger.
hat eine ähnliche position wie adm; ist auch ein "agrar-konzern", der halt (soweit ich weiß) anbaut, verarbeitet und vertreibt (gesamte wertschöpfungskette); aber eben mit dem schwerpunkt zuckerrüben.
die ethanolsparte verläuft meines wissens bei südzucker komplett
über die tochtergesellschaft "cropenergies", bei adm wiederum über den mutterkonzern (richtig, oder?). wenn du also auf steigerunngen, die aus dem erhanolbereicht herkommen spekulierst, wäre vielleicht das investment in cropenergies sinnvoller?
Antwort auf Beitrag Nr.: 27.580.137 von Kurumba am 10.02.07 15:46:57
Dann lieber direkt in Cropenergies. Vom Tief nach Bekanntgabe sehr positiver Unternehmensdaten schon vom Tief bei 6,50 auf über 8 € erholt (Emissionspreis: (8,50).

Südzucker muss gegenwärtig EU-Beschränkungen im Zuckeranbau meistern.

ADM wesentlich breiter aufgestellt. Sicherlich das konservativste Engagement für einen Ethanolplay. Umsätze Disney-like!

Die Ethanolgeschichte hat denen jetzt aber sogar einen echten Umsatzschub beschert. Siehe Umsatzreihen 2005-2007 (nasdaq.com). Das schlägt sich offenbar auch im Gewinn nieder. Siehe Gewinnreihen 2005-2007.

Ich würde mich daher von den kurzfristigen Gewinnmitnahmen nicht irritieren lassen.

Cropenergies kann man sich allerdings auch ins Depot legen - das $-Währungsrisiko fällt weg, aber auch volatiler.

Grüsse,
:) abs
wißt ihr, was ich denke? adm wird kurzfristig auf 32.25$ dollar runtergetrieben, südzucker auf 14 euro - dann aber gehts zügig bergauf, zumindest ,wenn der ölpreis auf die 70$ dreht-
bin in beiden werten drin - habe keine zeit, jede minute hier abzupassen -

gruß -kurumba
Hallo,
Kurze Meinungsäußerung zu ADM:
Die Aktie ist unter Druck geraten, weil der Mais(Corn)Preis so explodiert ist. Dadurch und durch den nachgebenden Ölpreis ist die Verarbeitungsspanne zu Aethanol zusammengeschmolzen. ADM ist einer der größten Aethanolhersteller der Welt, aber auch sehr groß im Getreidehandel - alles was mit Getreide zu zun hat.
Im Gegensatz dazu die Fa "Bunge", die ihren Schwerpunkt in der Verarbeitung/Handel von sojabohnen hat. Diese Kultur hat nicht so angezogen und hat die Gewinnspanne nicht so belastet. Die Auswirkung sieht man am Kursverlauf.
Nun zu Südzucker: Die gesamte Aethanolschiene wurde in CropEnergy gebündelt. Wobei die Mutter, also Südzucker die Versorgung mit dem Rohstoff organisiert. (@ vendaro: Südzucker ist Verarbeiter, nicht Produzent)
Südzucker selbst ist ein sehr potentes Unternehmen, welches sich in den vergangenen Jahren still und leise eine beherrschende Position auf dem Zuckermarkt in West- UND in Osteuropa aufgebaut hat. Aber nicht nur Zucker, man hat sehr früh angefangen zu differenzieren, Zucker wird auch in alle möglichen Produkte zerlegt, um neue Verkaufsschienen zu bedienen.
Zum Beispiel produziert die größte Zuckerfabrik Südzuckers in Offstein/Pfalz keinen Zucker für den Markt, sondern der gesamte Zucker dieses Werkes wird in alle möglichen richtungen weiterverarbeitet und auch so vermarktet.
Seit einigen Jahren arbeitet man auch an Produkten zur kalorienarmen Ernährung (Siehe Verfettung der Bevölkerung)
auch von diesem Kuchen will man abschneiden.
Außerdem wurde eine sehr provitable Fruchtschiene aufgebaut. Um dieses Geschäftsfeld kümmert sich schwerpunktmäßig die Tochter Agrana.
Wenn man also vergleicht, dann ist Südzucker wirklich die einzige europäische Alternative zu Archer Daniels und Bunge.
Gruß ritterberny
Antwort auf Beitrag Nr.: 27.660.667 von ritterberny am 12.02.07 15:15:49
Äh,

der Maispreis ist vor allem im letzten Quartal sehr stark gestiegen.

ADM hat aber für dieses Quartal ein Rekordergebnis verkündet.

Also paßt das nicht so ganz, was Du da wortreich erklärst.


Ansonsten:

Bunge, Deere, Monsanto sind natürlich auch gute Basisinvestments ;)

:cool: abs
Antwort auf Beitrag Nr.: 27.660.667 von ritterberny am 12.02.07 15:15:49
... ich sehe derzeit eher in der österreichischen Agrana das europäische Pendant.

Südzucker hat ja die Ethanolsparte mit Cropenergies ausgegliedert.

Und es gibt das EU-Problem mit Zuckerquoten usw. Deshalb ist ja Südzucker derzeit etwas gedrückt. Gerade darum aber auf Watchlist wie zuvor ADM! Noch sehe ich aber noch nicht ganz den Einstiegszeitpunkt bei Südzucker ...

abs
Antwort auf Beitrag Nr.: 27.677.763 von Kurumba am 13.02.07 12:27:38Analystenworte in Gottes Ohr, klar -

aber Goldman Sachs ist nicht irgendein zweitrangiges Haus (mit zweitrangig meine ich die deutschen Großbanken ... :laugh::laugh: ;) ...)


Südzucker Conviction Sell List

New York (aktiencheck.de AG) - Die Analysten von Goldman Sachs stufen die Aktie von Südzucker (ISIN DE0007297004/ WKN 729700) unverändert mit "sell" ein und sehen das Kursziel bei 15 EUR.
Der Titel sei auf die "Conviction Sell List" gesetzt worden. Der Kursverfall im Anschluss an die Veröffentlichung der Quartalszahlen spiegle noch nicht in ausreichendem Maße den Geschäftsrückgang und das Ertragsrisiko wider.

Die Lebensmittelbranche sollte im laufenden Jahr mit einem soliden Ergebnisanstieg Fortschritte machen. Dagegen dürften die Gewinne von Südzucker ohne Berücksichtigung von Sondereffekten in den beiden Geschäftsjahren 2007 und 2008 zurückgehen.

Positiv beeinflussen könnten den Aktienkurs nur eine EU-Entscheidung zugunsten des Zuckermarkts oder eine aggressive Neuordnung des Unternehmens.

Vor diesem Hintergrund empfehlen die Analysten von Goldman Sachs die Aktie von Südzucker weiterhin zu verkaufen. (25.01.2007/ac/a/d)
Analyse-Datum: 25.01.2007
Bevor jemand fragt, was das alles noch mit ADM zu tun hat:

Die Überzeugung der Anleger von einer Aktie spiegelt sich darin, dass man im entsprechenden WO-Thread ganz in Ruhe verschiedene andere Werte diskutiert - und über die Aktie, um die es eigentlich geht, nicht mehr allzuviel Worte verliert ... :laugh::laugh::laugh:

;) abs


P.S.: Die meisten WO-Einträge findet sich bekanntlich zu Trash-Aktien ... :laugh::laugh:
Archer Daniels Midland Co. (ADM) Friday said its $1.15 billion of convertible senior notes due 2014 were priced at an initial conversion rate of 22.8343 shares per $1,000 principal amount.

The Decatur, Ill., bioenergy company expects total net proceeds of about $1.134 billion, which it plans to use in part to repurchase about $370 million common shares.

The company also expects to use $299 million of proceeds to fund convertible note hedge transactions.
Any remaining proceeds will be used for working capital and general corporate purposes.
Na, da gab es heute tatsächlich noch mal Nachkaufkurse - dank dem schwachen Gesamtmarkt.

Inzwischen hat ADM den Intraday-Rebound, wie er bei schwachem Gesamtmarkt bei guten, konservativen Aktien üblich ist. :D#

;) abs
Könnte ein neuer Impuls sein - JETZT KOMMT BUSH!

Bisher habe ich ihn hauptsächlich mit Halliburton verbunden,
langsam verbinde ich ihn auch mit Archer Daniels ... :laugh::laugh: ;)

Hier der aktuelle Artikel, Quelle: www.foxnews.com:

Bush to Form Alliance With Brazil to Promote Ethanol Fuel
Sunday , March 04, 2007


SAO PAULO, Brazil —

Just an hour's drive outside this traffic-choked metropolis where President Bush kicks off a Latin American tour Thursday, sugar cane fields stretch for hundreds of miles, providing the ethanol that fuels eight out of every 10 new Brazilian cars.

In only a few years, Brazil has turned itself into the planet's undisputed renewable energy leader, and the highlight of Bush's visit is expected to be a new ethanol "alliance" he will forge with Brazilian President Luiz Inacio Lula da Silva.

The deal is still being negotiated, but the two leaders are expected to sign an accord Friday to develop standards to help turn ethanol into an internationally traded commodity, and to promote sugar cane-based ethanol production in Central America and the Caribbean to meet rising international demand.

Across Latin America's largest nation, Brazilian media are billing the Bush-Silva meeting as a bid to create a new two-nation "OPEC of Ethanol," despite efforts by Brazilian and American officials to downplay the label amid concerns that whatever emerges would be viewed as a price-fixing cartel.

Meanwhile, political and energy analysts warn that any agreements reached between Brazil and the United States are unlikely to have short-term effects. And the deal itself could end up largely symbolic because of reluctance by Washington to address a key point of friction: A 53 cent-per-gallon U.S. tariff on Brazilian ethanol imports.

"For the Brazilians, the tariff has utmost priority," said Cristoph Berg, an ethanol analyst with Germany's F.O. Licht, a commodities research firm. "They will agree with developing biofuel economies around the world, but the first thing they will say is 'We want to do away with that tariff."'

No one is expecting Bush to give ground on the tariff. The politically sensitive issue essentially subsidizes American corn growers who are rapidly ramping up ethanol production amid Washington's encouragement of renewable biofuels to ease U.S. dependence on imported petroleum.

But the visit will help Bush and Silva join forces to promote the politically popular issue of renewable energy simply by gathering in a place where ethanol is king.

At every gas station in this city of 18 million, drivers can fill up with gasoline or ethanol. Ethanol came courtesy of a 1970s decision by Brazil's former military dictators to subsidize production and require distribution at the pumps.

A 1980s Brazilian fad with cars that ran only on ethanol petered out when oil prices fell in the early 1990s. But the fuel came back into vogue in 2003 when automakers started rolling out cars "flex-fuel" cars that run on gasoline, ethanol or any combination of the two.

With international oil prices reaching record highs, Brazilian drivers turned to the cars; most choose ethanol, because it costs about half the price of gas.

The ethanol industry is now making profits like never before amid heavy foreign investment. Just last week, Brazil's state-run oil firm, Japan's Mitsui & Co. and a Brazilian construction firm signed a memorandum of interest to study the construction of a pipeline in Brazil that would be used to help export ethanol to Japan.

Brazil is the world's top exporter, though U.S. ethanol production still surpasses Brazil. But Brazil has an edge over the United States for future production because ethanol can be produced more cheaply with sugar cane than the corn used by U.S. farmers to make ethanol.

And increased use of corn for ethanol is prompting international corn price increases, prompting Silva to tell reporters last week he would tell Bush, "Why make ethanol out of corn? Why don't we feed the corn to the chickens."

Bush has set a goal of 35 billion gallons a year of ethanol and other alternative fuels, such as soybean-based biodiesel, by 2017 — a fivefold increase over current requirements.

But production of ethanol from U.S. corn is expected to fall far short of meeting such an increase, and experts doubt even land-rich Brazil would be able to fill the gap along with help from Central America and the Caribbean. So Bush envisions a major speedup of research into production of "cellulosic" ethanol made from wood chips, switchgrass and other feedstocks.

Ethanol proponents hope Bush and Silva will nonetheless come up with a framework to sharply boost ethanol production in the nations between Brazil and the United States, encouraging more foreign investment.

And coming up with technical standards to define quality levels for ethanol is key to turn it into a commodity that could be traded like oil.

"I think its Brazilian know how and American know how, there's a lot of cross fertilization that can take place," said Brian Dean, executive director of the Interamerican Ethanol Commission.

The commission counts among its directors Florida Gov. Jeb Bush, the president's brother, as well as former Brazilian agriculture minister Roberto Rodrigues and Luiz Moreno, president of the Inter-American Development Bank.

Increasing ethanol production in the region is also expected to be a major topic in Guatemala later this month when the bank holds its annual meeting, Latin America's top yearly economic gathering.

"We see a marketplace in ethanol that can create an enormous amount of economic growth and prosperity in the United States and the rest of the world," Dean said.
Antwort auf Beitrag Nr.: 28.118.209 von ambodenstaendig am 05.03.07 02:06:48Für mich zentraler Satz:

Across Latin America\'s largest nation, Brazilian media are billing the Bush-Silva meeting as a bid to create a new two-nation "OPEC of Ethanol," :D

:cool: abs
Moin @all,

DGAP-DD: Archer Daniels Midland Company deutsch


Mitteilung über Geschäfte von Führungspersonen nach §15a WpHG

Directors'-Dealing-Mitteilung übermittelt durch die DGAP.
Für den Inhalt der Mitteilung ist der Mitteilungspflichtige verantwortlich.
------------------------------------------------------------------------------

Angaben zum Mitteilungspflichtigen

Name: Preiksaitis
Vorname: Raymond V.
Firma: Archer Daniels Midland Company
Funktion: Group Vice President

Angaben zum mitteilungspflichtigen Geschäft

Bezeichnung des Finanzinstruments: Common Stock
ISIN/WKN des Finanzinstruments: US34831020
Geschäftsart: Sale
Datum: 28.02.2007
Kurs/Preis: 34,3963
Währung: USD
Stückzahl: 16755
Gesamtvolumen: 576310,00
Ort: NYSE

Zu veröffentlichende Erläuterung:

Direct ownership

Angaben zum veröffentlichungspflichtigen Unternehmen

Emittent: Archer Daniels Midland Company
4666 Faries Parkway
IL 62526 Decatur
USA
ISIN: US0394831020
WKN: 854161
Index:


Ende der Directors'-Dealing-Mitteilung (c)DGAP 05.03.2007
Antwort auf Beitrag Nr.: 28.128.281 von ambodenstaendig am 05.03.07 16:34:36hallo!

es ist ruhig geworden um adm.
der kurs dümpelt inzwischen seitwärts.

in europa bauen sich biodiesel- und ethanolüberkapazitäten auf.

akt. kuse: usd 33,70

gruss. €
Antwort auf Beitrag Nr.: 28.128.281 von ambodenstaendig am 05.03.07 16:34:36hi!

- ambodenständig
sag, zum aktienrückkauf!
die haben schulden wie ein stabsoffizier, zahlen dividende und wollen aktien rückkaufen?
mit welchem geld? das geht nur per kreide!
das stösst mir sauer auf.


gruss. €
Antwort auf Beitrag Nr.: 28.374.426 von Mant am 19.03.07 17:12:19
"Schulden wie ein Stabsoffizier" ? :laugh::laugh:

Quatsch mit Soße. Hast offenbar keine Ahnung von der Aktie.

Zahlen seit über 75 Jahren ununterbrochen Dividende, ist wahrscheinlich Weltrekord.

Letztes Ergebnis und Umsatz deutlich über Analystenerwartungen.

Informier Dich erst einmal auff www.nasdaq.com (Kürzel: ADM).

Gute Englischkenntnisse vorausgesetzt.

:cool: abs
Für Chartisten:

ADM steht kurz vor Durchbrechung der 200-Tage-Linie.

Der Charttechniker meint dann: Sicheres Ausbruchssignal.

(Anmerkung: Ich glaube nur an Chartlinien, soweit sie

Fundamentaldaten widerspiegeln - was sie in gewisser Weise auch

tun)

:cool: abs
Korrektur:

Die Chartsignale sind jetzt alle da!

Siehe:

Die letzten Chartsignale Weitere Chartsignale Signalart Datum/Zeit Bullish Bearish
Kurs über EMA 200 2007-03-21 16:21:15 x
MACD kreuzt bullish 2007-03-20 17:27:35 x
Kurs über EMA 100 2007-03-20 17:27:35 x

So gut sah es lange nicht aus!

;) abs
Ölpreis weiter stabil hoch,

Mais heute minus 10 % (!!!),
Weizen minus 8 %.

Gewinnmarge für ADM vergößert sich,
auch die nächsten Quartalsberichte
sind für positive Überraschungen gut!

:) abs
Heute auf www.nasdaq.com:


Equity Futures Flat Despite AA Surprise & Citi's Restructuring


For the third straight session, equity futures are flat in early trading. Alcoa's earnings surprise Tuesday after the close has AA shares up in the pre-market, but Dow futures are unmoved. ...

[...]

+ ADM: Citigroup reiterated its Buy rating on ADM, following a meeting with management. Citi sees strong ethanol fundamentals.

[...]
Wenn das die Ansicht der Citigroup nach einem Meeting mit dem Management ist, - strong ethanol fundamentals -, dürfte es wohl am 01. Mai wieder hervorragende Zahlen geben.

Übrigens halte ich ADM auch aus folgendem Vergleich heraus für völlig unterbewertet:

DISNEY hatte im letzten Geschäftsjahr einen Jahresumsatz von über 34 Mrd. $, Archer Daniels von 36 Mrd. $.

DISNEY konnte aber nur einen Gewinn pro Aktie von 1,60 $ erzielen, Archer dagegen von 2 $. Im laufenden Geschäftsjahr hat Archer nach zwei Quartalen bereits 1,28 $ erzielt, der Qauartalsumsatz lag bei fast 11 Mrd. $ (während Disney noch bei über 9 Mrd. $ pro Quartal verharrt), d.h. Archer dürfte seinen Jahresumsatz auf knapp 40 Mrd. $ und seinen Gewinn pro Aktie auf 2,60 $ steigern können.

Disney notiert bei 35 $, entspricht einem KGV von 22 (35 ./. 1,60).

Archer notiert jetzt bei 38 $, entspricht einem geschätzten KGV für 2006/07 von 14,6 (38 ./. 2,6). Wenn der Gewinn nicht nocht weiter steigt. Das ist nicht besonders viel angesichts einer fast 100-jährigen Ertrags- und Dividendenhistorie.

Der Hammer ist aber, dass von Archer viel weniger Aktien auf dem Markt sind als von Disney.

Disney weist demzufolge eine Marktkapitalisierung (Anzahl der Aktien mal Kurs) von 71 Mrd. $ auf,

Archer dagegen von lediglich 24 - 25 Mrd. $.

D.h. Disney wird fast dreimal so hoch am Markt bewertet wie Archer, obwohl Archer höhere Umsätze macht und höhere Gewinne erzielt!!!

Schon erstaunlich, wie auch an der Börse der Bekanntheitsgrad eine Rolle spielt, das Geschäft mit Agrarrohstoffen ist schließlich noch beständiger als mit der Micky Maus!

Meine conclusio: Hier liegt noch eine Menge Potenzial in der Aktie.

Grüsse,
abs
Das könnte den Maispreis auf Sicht wieder herunterbringen bzw. den zuletzt gesehenen Preisanstieg weiter dämpfen und damit, bei weiter hoch notierendem Ölpreis, die Marge für ADM vergrößern.

Aber natürlich hat alles - wie stets - gleich mehrere Seiten:

(Quelle: Financial Times Deutschland, www.ftd.de, heute)

US farmers plan massive shift into corn
von Kevin Morrison (London)
The move brings the food-versus-fuel debate further into focus, as more arable land in the US is used for fuel crops than for food at a time when global food demand is growing.

US farmers plan to increase their corn-growing area by the largest amount seen over a 12-month period in more than 100 years, as they try to cash in on the rush for ethanol, the US Department of Agriculture said.

The massive shift could produce the largest ever corn crop, affecting US and global agriculture industries. The expansion of the corn-growing area comes at the expanse of soybean, which is also grown in the heartland states of the corn belt, and will also affect the cotton-growing areas of Arkansas, Louisiana and Mississippi. Cotton planting in the US is expected to fall to its lowest level since 1989.

The move also brings the food-versus-fuel debate further into focus, as more arable land in the US is used for fuel crops than for food at a time when global food demand is growing owing to increased wealth and rising populations.

Grain analysts said the reduction in soybean growing could lead to falling stockpiles, which could push up prices and result in livestock farmers paying more for animal feed made from soybeans. It also puts more pressure on Brazilian and Argentine soy farmers to increase production to fill the void in export markets likely to be left by the US.

Although US farmers are planning to grow more corn, the amount harvested will be dependent on the weather. James Bower, an analyst at Bower Trading, said there was a concern that the La Niña weather phenomenon, which can lead to heavy rain during the planting season, in March and April, and a dry summer might affect the corn crop.

"I don't want to be sensationalist, but I have some very good meteorologists working with me and they keep saying, 'Look out for La Niña'," Mr Bower said in a conference call following the release of the USDA report.

The report said US farmers intended to grow 90.5m acres of corn this year which, if fully realised, would be the biggest corn-growing area in the US since 1944. Farmers' choice of crop is driven by price. The doubling in the corn price over the past year, as well as increasing yields per acre for corn, means the cash return per acre surpasses that for other crops. This trend has been stimulated by the surge in ethanol demand.

This year, the USDA estimates US demand for corn for ethanol production will rise 50 per cent to 3.2bn bushels. US ethanol demand has been boosted by government legislation on its use as a blender with conventional petrol.

Government financial support for new ethanol production plants and corn-growers has also helped the growth of the industry over the past five years. Based on the USDA corn yield forecasts, potential US corn production could be well over 13.5bn bushels - a record for the world's largest corn producer.
Antwort auf Beitrag Nr.: 28.848.237 von Stoni_I am 16.04.07 23:12:44
Das ist richtig, hat mich 3 % an Rendite gekostet, trotzdem in € Anstieg von 24,13 auf 28,10 - das ist in Ordnung.

Und US-Anlagen dürften während einer Dollarschwäche sinnvoller sein als während einer Dollarstärke - denn im Pendelrückschlag liegt ja das Risiko. Anders ausgedrückt: bei jetzt 1,35 $/€ ist das Dollarrisiko bedeutend geringer als noch vor Jahren bei 0,80 $/€, nicht wahr ?

Jetzt werden auch GE, Coke, American Express, Citigroup usw. wieder interessant.

:cool: abs
Antwort auf Beitrag Nr.: 28.848.691 von ambodenstaendig am 16.04.07 23:31:33Das ist Ansichtssache.

Der Wechselkurs kann ja auch in relativ kurzer Zeit von 1,35 um 10 % auf 1,48 steigen. Das sind dann mal locker 10 % Verlust, wenn die Aktie nicht entsprechend um 10 % steigt. Einfach ärgerlich.

Du schreibt in Deinem Posting z.B. noch 1,35 Doller/Euro. Gestern waren es 1,355, aktuell schon 1,3577.

Ich werde wohl mein ADM-Invest reduzieren. Schade. Aber meine Erfahrung sagt mir, das man gegen die Währung nicht gegenankommt. Wenn, dann nur mit der Währung.
Antwort auf Beitrag Nr.: 28.861.179 von Stoni_I am 17.04.07 17:02:35
Tut mir leid, kann ich nicht nachvollziehen.

Bei 0,80 €/$ war doch das Währungsrisiko rein objektiv viel, viel größer als jetzt bei 1,35 €/$, nur die Stimmung der Marktteilnehmer war anders.

Du handelst also nach Stimmung ?

Na ja, mir soll's egal sein.

Coca-Cola übrigens heute auch mit sehr schönen Ergebnissen über Erwartungen, feiern nach langer Stagnation auch ein Revival.

abs
Antwort auf Beitrag Nr.: 28.862.509 von ambodenstaendig am 17.04.07 18:03:50Ich kaufe eine Aktie in der Erwartung, sie in der Zukunft zu einem höheren Preis wieder verkaufen zu können. Ich denke, das ist normal so. :D

Wenn in der Zukunft aber z.B. der Wert in Euro 10 % wegen eines ungünstigen Wechselkurses verliert, mindert das meine Performance um 10 %. Wenn der Wert an sich um 20 % zulegt, mag das noch in Ordnung sein. Wenn er um 10 % zulegt, aber nicht.

Wechselkurs heute schon 1,361 Euro/Dollar. Momentan jeden Tag ein bißchen mehr. Gar nicht gut. :(
Antwort auf Beitrag Nr.: 28.889.605 von Stoni_I am 18.04.07 23:00:54
Tja, schau' mer mal, dann sehen wir schon.

Übrigens: mit der Argumentation könntest Du NIE in eine Fremdwährungsanlage investieren.

Und jetzt bei 1,35 oder 1,36 ist das Risiko ganz objektiv wesentlich geringer als bei 0,80 (interessanterweise war aber die Stimmung ganz umgekehrt, bei 0,80 hieß es, man sollte jetzt in US-Aktien investieren ... :rolleyes::rolleyes: )

Ich habe bei 0,80 $/€ nicht im Traum daran gedacht, noch in US-Aktien zu investieren.

Also meine Meinung: Wenn, dann jetzt US-Aktien, das Währungsrisiko kann ich nie ganz ausschließen, ich kann es nur minimieren.

Aber jeder so, wie er will. ;)
Quelle: www.nasdaq.com (company news), heute

ADM ADM
Archer-Daniels-Midland Company NYSE

Metabolix and ADM to Produce Mirel(TM), the World's First Biobased and Fully Biodegradable Plastic


CAMBRIDGE, Mass., April 23 /PRNewswire-FirstCall/ -- Metabolix Inc. (Nasdaq: MBLX), a leader in the use of bioscience to provide sustainable, clean solutions for plastics, fuels and chemicals, and ADM (NYSE: ADM), the global leader in BioEnergy and a premier agricultural processor, announced that they will jointly produce Mirel(TM) Natural Plastics. Mirel is a family of high performance natural plastics that are biobased, sustainable and completely biodegradable.

Metabolix and ADM are commercializing Mirel through their joint venture, Telles(TM,) named for the Roman goddess of the Earth. Telles is now building its first commercial scale plant in Clinton, Iowa. This plant is expected to start up in 2008 and will produce Mirel at an annual rate of 110 million pounds.

Jim Barber, President and CEO of Metabolix, said, "Today marks an important step in providing consumers with products made of plastics that don't harm the environment. We are now commercializing biobased, renewable alternatives to petroleum-based plastics that will reduce our reliance on oil and the impact petroleum use has on climate change."

John Rice, ADM Executive Vice President, said, "As the global leader in BioEnergy, ADM is committed to providing biobased solutions to help meet the demand for products traditionally made from petroleum. Mirel natural plastics are an important step forward as they provide natural, sustainable products for the plastics market."

Mirel is a versatile brand of natural plastics produced from renewable resources like corn sugar that provides an alternative to traditional, oil-based plastics. But unlike oil-based plastics, Mirel will biodegrade harmlessly back to nature in a wide range of environments such as soil, compost, rivers, and oceans.

More than 350 billion pounds of plastic is produced each year and nearly 10 percent of total U.S. oil consumption -- about two million barrels a day -- is used to make plastic each year. Its manufacture contributes to the world's growing dependence on oil and greenhouse gas emissions. Additionally, plastics significantly impact the global ecosystem since they do not biodegrade in soil, landfills, rivers or oceans.

Telles expects that its customers will market their natural plastic products co-branded with the Mirel name and logo. "We are optimistic that Mirel's name and distinguishable heart-shaped leaf will become the trusted mark consumers look for in environmentally-responsible plastics," said Barber.

Mirel can be used as an alternative to petroleum-based plastic in a wide variety of conversion processes, including injection molding, paper coating, cast film and sheet, blown film, and thermoforming. Metabolix is currently working with more than 40 prospective customers on more than 60 applications, including consumer products, packaging, single use disposables, and products used in agriculture and erosion control.

About Mirel(TM)

Mirel is a family of high performance Natural Plastics that are biobased, sustainable and totally biodegradable. Mirel is produced from renewable resources such as corn sugar using a fully biological fermentation process, producing a versatile range of biobased natural plastics with excellent durability in use but that also biodegrade benignly in a wide range of environments. Upon exposure to biologically active environments like soil, compost or oceans, Mirel will biodegrade over time leaving no harmful byproducts.

Mirel is an excellent alternative to petroleum-based plastics in a wide variety of conversion processes including injection molding, papercoating, sheet, cast film and sheet, blown film and thermoforming.

About Metabolix

Founded in 1992, Metabolix, Inc. is an innovation driven bioscience company providing clean, sustainable solutions for the world's needs for plastics, fuels, and chemicals. The Company is taking a systems approach, from gene to end product, to integrate sophisticated biotechnology with advanced industrial practice, and is now developing and commercializing environmentally sustainable and totally biodegradable Natural Plastics as a clean alternative to petroleum-based plastics. In addition to its microbial fermentation platform for production of Natural Plastics, Metabolix is also developing a proprietary platform technology for co-producing, in biomass energy crops such as switchgrass, Natural Plastic and biomass for biofuels such as ethanol and for chemical products. For more information, please visit http://www.metabolix.com. (MBLX-G)

About Archer Daniels Midland Company

Archer Daniels Midland Company (ADM) is the world leader in BioEnergy and has a premier position in the agricultural processing value chain. ADM is one of the world's largest processors of soybeans, corn, wheat and cocoa. ADM is a leading manufacturer of biodiesel, ethanol, soybean oil and meal, corn sweeteners, flour and other value-added food and feed ingredients. Headquartered in Decatur, Illinois, ADM has over 26,000 employees, more than 240 processing plants and net sales for the fiscal year ended June 30, 2006 of $37 billion. Additional information can be found on ADM's Web site at http://www.admworld.com/.

About Telles(TM)

To commercialize Mirel natural plastics, Metabolix and ADM formed a joint venture, which operates under the name Telles. Telles is responsible for the manufacturing, marketing and sales of Mirel.

SOURCE Archer Daniels Midland Company
Eine weitere Wachstumssparte ?

Two Words: Biodegradable Plastics
By Jack Uldrich
April 27, 2007

One of the all-time great movie lines comes from the 1965 hit, The Graduate, when a family friend pulls Dustin Hoffman's character aside at his college graduation party and whispers, "I've got one word for you: plastics." Updated for 2007, that line might read, "I've got two words for you: biodegradable plastics."

Just yesterday, Metabolix (Nasdaq: MBLX) and Archer Daniels Midland (NYSE: ADM) announced a 50-50 joint venture, Telles, to commercialize biodegradable plastics made from corn starch, under the brand name Mirel. Telles expects to produce 110 million pounds of Mirel by the second half of 2008.

In the grand scheme of plastics, this is chump change. Every year, America consumes 350 billion pounds of plastic. But replacing even a fraction of these plastics with their biodegradable cousins could create a huge opportunity for profit.

That should become especially true as the public grows more aware of biodegradable plastics' environmental benefits. Manufacturing plastic currently consumes about 10% of all the oil used in the U.S.. Switching to corn-based plastics could help reduce our reliance on foreign fossil fuels, at least marginally. These plastics' ability to decompose should also reduce the burden permanent plastic currently imposes on solid waste systems across the country.

As it stands right now, Metabolix and ADM don't have a monopoly on this market. Cargill-Dow -- a joint venture of Cargill and Dow Chemical (NYSE: DOW) -- has been working on biodegradable plastics for some time, as have DuPont (NYSE: DD) and BASF (NYSE: BF), but I'm guessing that the field can sustain more than one player.

Metabolix and ADM have indicated that they're currently working with more than 40 different prospective customers. I'd encourage investors to look for additional news on this front; if Telles can begin lining up major consumer product producers or users such as Procter and Gamble (NYSE: PG) and McDonald's (NYSE: MCD) -- which are always seeking ways to improve their environmental profiles -- "biodegradable plastics" could translate into two more words: healthy profits.

To track more promising, potentially profitable discoveries on the frontiers of science, try Motley Fool Rule Breakers free for 30 days.

Fool contributor Jack Uldrich wishes his wife's credit cards were made of quickly degradable plastic. He doesn't own stock in any of the companies mentioned in this article. Dow Chemical is a Motley Fool Income Investor pick. The Fool has a strict disclosure policy.
Eine weitere Wachstumssparte ?

Two Words: Biodegradable Plastics
By Jack Uldrich
April 27, 2007

One of the all-time great movie lines comes from the 1965 hit, The Graduate, when a family friend pulls Dustin Hoffman's character aside at his college graduation party and whispers, "I've got one word for you: plastics." Updated for 2007, that line might read, "I've got two words for you: biodegradable plastics."

Just yesterday, Metabolix (Nasdaq: MBLX) and Archer Daniels Midland (NYSE: ADM) announced a 50-50 joint venture, Telles, to commercialize biodegradable plastics made from corn starch, under the brand name Mirel. Telles expects to produce 110 million pounds of Mirel by the second half of 2008.

In the grand scheme of plastics, this is chump change. Every year, America consumes 350 billion pounds of plastic. But replacing even a fraction of these plastics with their biodegradable cousins could create a huge opportunity for profit.

That should become especially true as the public grows more aware of biodegradable plastics' environmental benefits. Manufacturing plastic currently consumes about 10% of all the oil used in the U.S.. Switching to corn-based plastics could help reduce our reliance on foreign fossil fuels, at least marginally. These plastics' ability to decompose should also reduce the burden permanent plastic currently imposes on solid waste systems across the country.

As it stands right now, Metabolix and ADM don't have a monopoly on this market. Cargill-Dow -- a joint venture of Cargill and Dow Chemical (NYSE: DOW) -- has been working on biodegradable plastics for some time, as have DuPont (NYSE: DD) and BASF (NYSE: BF), but I'm guessing that the field can sustain more than one player.

Metabolix and ADM have indicated that they're currently working with more than 40 different prospective customers. I'd encourage investors to look for additional news on this front; if Telles can begin lining up major consumer product producers or users such as Procter and Gamble (NYSE: PG) and McDonald's (NYSE: MCD) -- which are always seeking ways to improve their environmental profiles -- "biodegradable plastics" could translate into two more words: healthy profits.

To track more promising, potentially profitable discoveries on the frontiers of science, try Motley Fool Rule Breakers free for 30 days.

Fool contributor Jack Uldrich wishes his wife's credit cards were made of quickly degradable plastic. He doesn't own stock in any of the companies mentioned in this article. Dow Chemical is a Motley Fool Income Investor pick. The Fool has a strict disclosure policy.
Morgen gibt es Zahlen.

Gut für Archer, die weitere Zukunft betreffend:

Grain Futures Tick Lower

By Simon Constable
TheStreet.com Staff Reporter
4/30/2007 11:43 AM EDT
Click here for more stories by Simon Constable

Bank of America
Charles Schwab

Zecco.com
Fidelity Investments

E*TRADE FINANCIAL
TD AMERITRADE


Grain prices were slipping Monday as forecasts of favorable weather improved the prospects for higher crop yields, leading to concerns that there would be bigger-than-expected supplies at harvest time.
July-dated corn futures were off 8 cents at $3.66 a bushel in recent action on the Chicago Board of Trade, while contracts for hard red winter wheat were lower by 10 cents at $4.91 a bushel in trading on the Kansas City Board of Trade.

The PowerShares DB Commodity Index Tracking Fund (DBC - Cramer's Take - Stockpickr), which follows agricultural products, as well as other commodities, was lower by 0.9%.

"We are getting the weather we need right now for improved crops of wheat," says Larry Glenn of Glenn Commodities in Wichita, Kan. He says conditions are expected to be warm, with modest moisture in Kansas, Texas and Oklahoma, the key growing areas for hard red winter wheat.

He also says drier weather in the corn-belt areas of Iowa, Illinois and Indiana will allow the sowing of corn seed. There is expected to be a dramatic increase in the acreage of corn planted this season, Glenn adds.

The firms that sell agricultural products were mixed, with Archer Daniels Midland (ADM - Cramer's Take - Stockpickr - Rating) barely changed, Bunge (BG - Cramer's Take - Stockpickr - Rating) slightly down and Corn Products International (CPO - Cramer's Take - Stockpickr - Rating) up 2.2%.

Elsewhere in the grain basket, Citigroup dinged shares of fertilizer-maker Agrium (AGU - Cramer's Take - Stockpickr - Rating) down to a hold rating from buy, sending the shares lower by almost 5% recently.
Americas größter Ethanol- Produzent, Archer-Daniels (Nachrichten) Midland Co., hat im dritten Quartal seines Finanzjahres seinen Gewinn um vier Prozent gesteigert. Wesentliche Beiträge zu dem besseren Ergebnis lieferten vor allem höhere Ethanol- und Ölpreise, sowie eine steigende Erträge bei verkauften Wirtschaftsgütern.

Der Nettogewinn stieg in dem am 31. März beendeten dritten Quartal stieg im Vergleich zur Vorjahresperiode von 347,8 Millionen Dollar oder 53 Cent pro Aktie auf 362,9 Millionen Dollar oder 56 Cent pro Aktie. Das Ergebnis beinhaltet einen Gewinn von 33 Millionen Dollar aus dem Verkauf der Tochterfirma Arkady. Die Nettoverkäufe legten um 25 Prozent von 9,12 Milliarden auf 11,38 Milliarden Dollar zu. Analysten laut First Call erwarteten im Vorfeld einen Umsatz von 9,65 Milliarden Dollar.

Einen weiteren Beitrag zu Ergebnisverbesserung lieferte die effektivere und sparsamere Verarbeitung von Mais, die gleichzeitig auch die steigenden Preise dieses Rohstoffs auffing. Andere Bereiche wie die Ölsaatenproduktion als auch der landwirtschaftliche Dienstleistungsbereich mußten wegen fallender Preise und geringerer Umsätze leichte Rückgänge hinnehmen.


Umsatz gestiegen, Gewinn egtl ruecklaufig, wohl deshalb der Abschlag heute in NY...
Antwort auf Beitrag Nr.: 29.081.924 von vendaro am 01.05.07 16:02:18
Zur Hervorhebung im Fettdruck: ADM hat auch besondere Kosten im letzten Quartal gehabt, hebt sich summa summarum auf.

Börse reagiert erst einmal enttäuscht, da das Eps, Gewinn po Aktie mit 0.56 $ trotz der Steigerung ggüb. Vorjahresquartal unter den Analystenerwartungen von 0.62 $ bleibt.

Hätte ein viel schlechteres Ergebnis erwartet, als ich die ersten Kurse sah ... :confused:

Die Umsätze sind jetzt mit 11,38 Mrd. $ enorm gestiegen, bis Mitte 2006 hatte man über Jahre 8,5-9,5 Mrd. $ - das zeigt eigentlich, dass ADM ganz gut wächst.

Die sehr hohen Maispreise im I. Quartal einerseits und der schwächere Ölpreis im I. Quartal andererseits haben die Gewinnmarge leider geschwächt.

Hatte schon überlegt, vor den Zahlen lieber erst einmal zu verkaufen (auch wg. 01.Mai-Feiertag in Dtld.), bei einem EK von 24,13 € hätte ich erst einmal einsacken können.

Andererseits wäre es wohl falsch, jetzt (morgen ... :( ...) zu verkaufen, wenn ich mir die Zahlen im einzelnen anschaue, halte ich die Reaktion in NY für ziemlich überzogen, sicherlich auch Gewinnmitnahmen nach dem vorigen, starken Kursanstieg.

Hier die Unternehmensmeldung im Originalwortlaut:

ADM ADM
Archer-Daniels-Midland Company NYSE

Archer Daniels Midland Q3 Profit Rises 4%; Top Line Grows 25% - Update


(RTTNews) - Before the bell Tuesday, Archer Daniels Midland Co. (ADM), a merchandiser of agricultural commodities and products, reported a 4% rise in third-quarter earnings, backed by a 25% rise in net sales and other operating income, which exceeded Wall Street analysts' forecast. The Decatur, Illinois-based company's quarterly earnings also included a gain from the sale of its Arkady food ingredient business. The net sales and other operating income growth was supported by higher operating profits generated by the company's Corn Processing segment and food, feed and industrial operations.

The company reported third-quarter net earnings of $362.89 million, up 4% from $347.8 million a year ago. The company's earnings per share for the quarter rose 6% to $0.56 from $0.53 in the prior-year quarter. On average, 10 analysts polled by First Call/Thomson Financial estimated earnings of $0.62 per share for the quarter. For the sequentially preceding quarter, the company earned $441.27 million or $0.67 per share.

Archer Daniels said that the net earnings for the recent quarter included a gain of $33 million on the sale of the company's Arkady food ingredient business. The first quarter of 2007 also included a LIFO charge of $23 million, compared to a LIFO income of $1 million a year earlier.

The company's year-ago quarter results included a $4 million charge for the abandonment and write down of long-lived assets in Oilseeds Processing, a gain of $8 million related to the closure and sale of a citric acid plant and a cost of $15 million related to the sale and discontinuance of the Irish feed business.

The company's quarterly net sales and other operating income reached $11.38 billion :eek::eek::eek:, a 25% increase from $9.12 billion in the third quarter of 2006. Wall Street analysts had a consensus revenue estimate of $9.65 billion for the quarter. The company's net sales and other operating for the second quarter were $10.98 billion.

The company also recorded segmental operating profit of $593.13 million, 8% growth from $549.49 million in the same quarter of last year. As per the company, the operating profits for the Oilseeds Processing segment decreased $8 million to $169 million during the quarter. The decline in the segmental operating profit was due to lower softseed and biodiesel processing margins.

The company's operating profit from the Corn Processing segment was $252 million, an increase of $33 million from the prior-year quarter. Archer Daniels said that lower operating costs, coupled with higher selling prices for starch, sweetener and ethanol, contributed to the earnings improvement for the Corn Processing segment, partially offset by higher net corn costs.

Further, the company's Agricultural Services segment recorded operating profits of $41 million for the quarter, down by $38 million from the year-ago quarter, hurt by a $39 million decrease in global merchandising and handling results.

Archer Daniels' operating profit from other segment reached $132 million for the quarter, up $57 million from the same quarter of last year.

For the nine months ended on March 31, 2007, the company's net earnings rose to $1.21 billion or $1.83 per share from $901.81 million or $1.38 per share in the prior-year period. The year-over-year increase in the earnings and per share earnings were 34% and 33%, respectively. The company also posted net sales and other operating income of $31.80 billion for the nine-month period, an 18% rise from $27.05 billion in the same quarter of last year. Among others in the industry, White Plains, New York-based agribusiness and food company Bunge Ltd. (BG), on April 26, said that its first-quarter net income fell to $14 million or $0.05 per share from $58 million or $0.48 per share in the year-ago quarter. The company's net sales climbed to $8.2 billion from $5.6 billion a year ago.

On April 24, Westchester, Illinois-based Corn Products International, Inc. (CPO) reported a surge in first-quarter net income to $50 million or $0.66 per share from $23 million or $0.31 per share in the same period of last year. During the quarter, the company's sales increased 24% to $761.9 million from $614.8 million in the prior-year quarter.

ADM closed Monday's trade at $38.70, down $0.31, on a volume of 5.79 million shares. In Pre-Market trading, the company's shares dropped $1.70 or 4.39% to $37.00.
Jetzt im 2. Quartal müsste sich eigentlich die Gewinnmarge wieder verbessern, da die Maispreise etwas (ca. 10 %) zurückgekommen ist, der Ölpreis dagegen entsprechend wieder gestiegen ist.

In der Driving Summer Season bleibt der Ölpreis eigentlich hoch (habe auf CNBC gerade gesehen, dass Lagerbestände auf einem 6-Monats-Tief sind, während Nachfrage anzieht), zum Maispreis siehe mein Posting # 82, die Corn Futures dürften wohl nicht weiter anziehen (gute Ernten).

Also, nach der ersten Aufregung sehe ich das wieder viel gelassener, die Erwartungen waren wohl unter den Analysten etwas überspannt - ärgert mich nur, dass ich kurz vorher nicht rausgegangen bin, um wieder neu einzusteigen, hatte schon so eine Ahnung in der Richtung, für einen konservativen Wert war ADM zuletzt fast zu gut gelaufen.

Grüsse,
:cool: abs
Der Outlook scheint mir entsprechend gut zu sein:


News & Analysis: Business News

Grainy Picture at ADM

By TSC Staff
5/1/2007 7:07 AM EDT

Archer Daniels Midland (ADM - Cramer's Take - Stockpickr) posted a mixed third quarter, blowing past sales estimates but falling short on the bottom line.


The Decatur, Ill., grain processor made $363 million, or 56 cents a share, for the quarter ended March 31, up from the year-ago $348 million, or 53 cents a share. Sales rose to $11.38 billion from $9.12 billion a year earlier.
Analysts surveyed by Thomson Financial were looking for a 62-cent profit on sales of $9.65 billion.

"We performed well in a challenging quarter," said CEO Patricia A. Woertz. "We are particularly pleased with continued strong performance in our corn processing segment. Our results also benefited from actions to strategically align our portfolio and our outlook on future opportunities remains quite strong."

Operating profit rose 8% from a year ago, as oilseeds processing operating profit was hit by lower softseed and biodiesel processing margins. Agricultural services operating profit decreased due to lower global merchandising and handling results.

But corn processing operating profit increased due to lower operating costs and increased ethanol and sweetener selling prices partially offset by increased net corn costs.



Scheint mir heute ein falscher Alarm an der Börse zu sein,
wohl eher Gelegenheit für Neueinsteiger.

abs
ADM ADM
Archer-Daniels-Midland Company NYSE

2nd UPDATE: ADM 3Q Net Up But Misses Street Views; Stock Down

(Updates throughout including comments from conference call, context and latest share price.)

By Desiree J. Hanford

Of DOW JONES NEWSWIRES

Archer Daniels Midland Co.'s (ADM) fiscal third-quarter net income rose 4.3%, boosted by its corn-processing business but hurt by its agricultural services segment.

Earnings came in below Wall Street's expectations, causing a steep decline in ADM's share price. The stock was recently trading at $36.39, down 6%, or $2.31.

Still, executives said during a conference call that they remain optimistic about opportunities both in the short term and long term.

"We are particularly pleased with these results during a particularly challenging quarter," ADM Chairman and Chief Executive Patricia A. Woertz said during a conference call with analysts. "We continue to take actions to align our portfolio with the company's strategic direction. Our view going forward is quite optimistic."

The Decatur, Ill., agricultural-processing company has been a primary beneficiary over the past few years of increased interest in ethanol, as demand increases and the U.S. government promotes its use as an alternative to traditional fuels. ADM is the largest ethanol producer in the U.S.

In the latest quarter, ADM's net income increased to $362.9 million, or 56 cents a share, from $347.8 million, or 53 cents a share, in the year-earlier period. Revenue for the quarter that ended March 31 rose 25% to $11.38 billion from $9.12 billion a year earlier.

Analysts polled by Thomson Financial expected, on average, for ADM to earn $ 403 million, or 62 cents a share, on revenue of $9.65 billion. Corn processing operating profit rose 15% to $251.8 million. ADM said lower operating costs and increased starch, sweetener and ethanol selling prices boosted results, but were partially offset by an increase in corn costs during the quarter.

As for current market conditions, sweetener selling prices will be up during the calendar year, Chief Financial Officer Douglas Schmalz said. Ethanol prices during the fourth quarter of April through June should increase from the price levels that were seen during the third quarter, he said.

Oilseeds processing operating profit fell 4.6% to $168.5 million, hurt by reduced softseed and biodiesel processing margins. Those declines were partially offset by better fertilizer improved fertilizer margins in South America, Schmalz said.

Currently, crop availability in the segment looks good, Schmalz said. North American industry levels are high, and the expected growing biodiesel demand is supporting price levels, he said.

Agricultural services operating profit fell 48% to $40.5 million, which ADM attributed to a decline in global merchandising and handling results. The results also show the effect of weather, inventory handling costs and logistics, Schmalz said.

ADM continues to see "solid demand" for storage and handling, Schmalz said. In addition, there are regional imbalances in the global grain markets and that could present some opportunities to the company, he said.

Other segment results, which include the food, feed and industrial business as well as financial operations, rose 75% to $132.3 million, boosted by a $33 million gain from the sale of the Arkady food-ingredient business.

-By Desiree J. Hanford, Dow Jones Newswires; 312-750-4135; desiree.hanford@ dowjones.com

(Jonathan Vuocolo contributed to this report.)


(END) Dow Jones Newswires
05-01-071105ET
Copyright (c) 2007 Dow Jones & Company, Inc.
Antwort auf Beitrag Nr.: 29.083.460 von ambodenstaendig am 01.05.07 17:58:10da gebe ich dir recht - sehe den abschlag auch fuer etwas uebertrieben - werde morgen ggf nachfassen...

weisst du, wie hoch der anteil bei adm am eigenen und wie hoch am zugekauften mais ist? bei diesen hohen preisen waere das ja interessant zu wissen...
"Denn die Amerikaner zögen 13 Prozent ihrer Umsätze und 40 Prozent ihres Gewinns aus der Maisverarbeitung"
Antwort auf Beitrag Nr.: 29.084.683 von vendaro am 01.05.07 18:55:16
Archer ist führend im Agrarprocessing, heißt, dass ADM mit den Farmern eine Vielzahl von - langfristigen - Abnahmeverträgen haben und den ganzen Rest im Wertschöpfungsprozess besorgen.

Insofern mildern sich die Folgen des hohen Maispreises signifikant durch die Marktmacht von Archer im Vergleich zu reinen Ethanolproduzenten. Die Verbindung der Farmer zu Archer ist von der Stärke ungefähr so wie bei Landmaschinen zu Deere ...

Ein typisches Beispiel dafür, warum man beim Marktführer bleiben sollte.

Tja, ich nehme die Delle jetzt mit ... ;)

:cool: abs
Tja, ein Analyst ist schon mal Deiner Meinung, Vendaro ... ;)

UPDATE: Archer Daniels Midland Stock Falls After Profit Misses Target

By Steve Gelsi

NEW YORK (Dow Jones) -- Archer Daniels Midland shares fell more than 6% Tuesday after the corn and soy bean processing giant's earnings missed Wall Street targets on lower ethanol margins and other factors.

ADM (ADM) said fiscal third-quarter net earnings rose 4.3% to $362.9 million, or 56 cents a share, from $347.8 million, or 53 cents a share, a year earlier.

The latest period includes a gain of $33 million, mostly from the sale of its Arkady food ingredient business. Sales increased 25% to $11.38 billion from $ 9.12 billion.

Analysts surveyed by Thomson Financial expected Archer Daniels Midland to earn 62 cents a share on sales of $9.65 billion for the third quarter ended March 31.

Prudential Equity Group analyst John M. McMillin said in a note to clients Tuesday the results were "a little disappointing...but we would still buy into any weakness."

Earnings from operations were 51 cents a share, not including a capital gain of 5 cents a share, below Prudential's estimate of 58 cents a share and well below the consensus of 61 cents a share.

A higher tax rate ate up 3 cents a share of ADM's earnings, and a last-in, first-out accounting charge cost 2 cents a share.

Bioproducts, which is mostly ethanol, had a sequential earnings drop to $125 million from $189 million.

Prudential cut its 200 profit estimate to $2.40 a share from $2.47 a share.

Archer Daniels Midland stock fell 6% to $36.27.


(END) Dow Jones Newswires
05-01-071618ET
Copyright (c) 2007 Dow Jones & Company, Inc.
Einen habe ich noch, von der Citigroup ;), ... (der Ordnung halber angemerkt sei, dass sie 1 % in ADM halten).

Im corn-processing & Ethanol war man übrigens ganz gut (bei niedrigerem Maispreis wäre es halt noch besser gewesen), weniger gut waren die agricultural services.


ADM ADM
Archer-Daniels-Midland Company NYSE


Updates with analyst comments, context about corn acreage, the latest share price and share prices of other ethanol producers.)

By Desiree J. Hanford

Of DOW JONES NEWSWIRES

Archer Daniels Midland Co.'s (ADM) fiscal third-quarter net income rose 4.3%, boosted by its corn-processing business but hurt by its agricultural services segment.

Earnings came in below Wall Street's expectations, causing a steep decline in ADM's share price. The stock was recently trading at $36.29, down 6.2%, or $ 2.41, on heavy volume.

Still, executives said during a conference call that they remain optimistic about opportunities both in the short term and long term.

"We are particularly pleased with these results during a particularly challenging quarter," ADM Chairman and Chief Executive Patricia A. Woertz said during a conference call with analysts. "We continue to take actions to align our portfolio with the company's strategic direction. Our view going forward is quite optimistic."

The Decatur, Ill., agricultural-processing company has been a primary beneficiary over the past few years of increased interest in ethanol, as demand increases and the U.S. government promotes its use as an alternative to traditional fuels. ADM is the largest ethanol producer in the U.S.

In the latest quarter, ADM's net income increased to $362.9 million, or 56 cents a share, from $347.8 million, or 53 cents a share, in the year-earlier period. Revenue for the quarter that ended March 31 rose 25% to $11.38 billion from $9.12 billion a year earlier.

Analysts polled by Thomson Financial expected, on average, for ADM to earn $ 403 million, or 62 cents a share, on revenue of $9.65 billion.

Citigroup analyst David Driscoll said he's disappointed in the quarter's results, but he's not totally surprised given that his estimate was below the consensus and that ADM's business "always contains a good bit of volatility."

"However, despite today's results, we continue to see a solid long-term road ahead in ethanol, corn sweeteners and oilseed processing given strong, positive long-term trends," Driscoll said in a research note.


Corn, Ethanol Prospects

Corn processing operating profit rose 15% to $251.8 million.
ADM said lower operating costs and increased starch, sweetener and ethanol selling prices boosted results, but were partially offset by an increase in corn costs during the quarter.

As for current market conditions, sweetener selling prices will be up during the calendar year, Chief Financial Officer Douglas Schmalz said. Ethanol prices during the fourth quarter of April through June should increase from the price levels that were seen during the third quarter, he said.

Corn prices are up year over year, but they've been falling recently given that ethanol demand is expected to push acreage higher. Recent wet weather has delayed plantings, but dry weather this week should allow farmers to catch up. The USDA reported that 23% of the U.S. corn crop was planted as of April 29, well below the 48% seeded in 2006 and the five-year average of 42%. Traders and analysts had expected planting 27% to 35% complete.

On March 30, the Agriculture Department said in its prospective plantings report that farmers intend to sow 90.5 million acres of corn this growing season, the highest U.S. corn acreage since 1944.

Oilseeds processing operating profit fell 4.6% to $168.5 million, hurt by reduced softseed and biodiesel processing margins. Those declines were partially offset by better fertilizer improved fertilizer margins in South America, Schmalz said.

Currently, crop availability in the segment looks good, Schmalz said. North American industry levels are high, and the expected growing biodiesel demand is supporting price levels, he said.

Agricultural services operating profit fell 48% to $40.5 million, which ADM attributed to a decline in global merchandising and handling results. The results also show the effect of weather, inventory handling costs and logistics, Schmalz said.

ADM continues to see "solid demand" for storage and handling, Schmalz said. In addition, there are regional imbalances in the global grain markets and that could present some opportunities to the company, he said.

Other segment results, which include the food, feed and industrial business as well as financial operations, rose 75% to $132.3 million, boosted by a $33 million gain from the sale of the Arkady food-ingredient business.

Shares of other ethanol producers were also in the red Wednesday. Shares of VeraSun Energy Corp. (VSE) were recently trading at $19.76, down 17 cents, or 0.9%, and shares of Andersons Inc. (ANDE) were recently at $45.29, down $1.16, or 2.5%.

Citigroup owns 1% or more of ADM's stock and it has received investment banking compensation from the company in the last 12 months.

-By Desiree J. Hanford, Dow Jones Newswires; 312-750-4135; desiree.hanford@ dowjones.com

(Jonathan Vuocolo and Joe Poncer contributed to this report.)


(END) Dow Jones Newswires
05-01-071159ET
Copyright (c) 2007 Dow Jones & Company, Inc.
Rating-Update: Graz (aktiencheck.de AG) - Die Experten von Jaindl & Mautz stufen die Aktie von Archer Daniels Midland (ISIN US0394831020/ WKN 854161) mit dem Rating "stark kaufen" ein. (03.05.2007/ac/a/u)
Antwort auf Beitrag Nr.: 29.116.845 von ambodenstaendig am 03.05.07 18:02:28Hey Ambodenstaendig und alle ADM-Freunde!


Wen die Mais- oder Ethanolfutures interessieren,
der kann hier vergleichen:

http://www.cbot.com/cbot/pub/page/0,3181,1213,00.html


Ethanol wird in Dollar pro Gallone (ca. 4,54l) und Mais in Cent pro Bushel (56 pounds = etwa 2,8 Gallonen) angegeben.

Ich persoenlich bin heute bei Pacific Ethanol raus (keine Beratung oder Gebashe!), weil die Futures stark gangezogen haben
und PEIX eben zu eng aufgestellt ist. Im Gegenzug habe ich ADM nachgelegt, weil wir hier eine breitere Streuung haben.

Allen hier ivestierten "stay long"!
Schlecht heute das Umfeld, einer der größten Ethanol-Produzenten der USA, Verasun Energie (VSE) hat heute überraschend ein leichtes Ergebnisminus (ca. 300T$) verkündet, Ursache: die hohen Maispreise.

Umso höher ist eigentlich das Q1-Ergebnis von ADM, besonders im Ethanol-Bereich, einzuschätzen, aber das drückt natürlich den Kurs erst einmal.

Gut heute:

Weitere Rohstoffe Name Zeit Kurs Diff. Proz.
Mais 17:04 366,00 -24,00 -6,15 % ;)

Dollar auch mal wieder rückläufig.

Die Nachricht von VSE bestätigt mich nur in der Ansicht, dass ein Pure Ethanol Play zu risikobehaftet ist; mit dem Big Player im Agrarsektor ADM fährt man deutlich sicherer und besser.

Grüsse,
abs
Antwort auf Beitrag Nr.: 29.215.918 von ambodenstaendig am 08.05.07 17:10:41
Im Gegensatz zu Verasun Energy hat heute ein anderer großer Pure Ethanol Play, die kalifornische Pacific Ethanol überraschend positive Zahlen vermeldet. :)

Pacific Ethanol werde ich ab morgen wohl mal für eine Weile traden.

Archer Daniels bleibt natürlich meine Ehefrau.

;) abs
Folgende aktuelle Analyse zu den Maispreisen, auch im Hinblick auf die Ethanol-Phantasie, ist ganz interessant; nach dieser Analyse wäre nicht mit einem neuerlich Preis-Hype bei Mais zu rechnen, wäre gut für die Ethanol-Hersteller.


Unsere Short-Empfehlung auf Mais vor einigen Wochen zu Kursen im Bereich von etwa 400 US-Cents war vom Timing her annähernd optimal. Leser, die diese Trading-Idee umgesetzt haben, können sich derzeit bereits über stattliche Gewinne freuen. Ist es sinnvoll, diese jetzt schon mitzunehmen oder lohnt sich der Einstieg auf der "kurzen Seite" für "Nachzügler" selbst auf dem nunmehr reduzierten Niveau noch?



Höhere Endbestände erwartet

Hauptverantwortlich für den jüngsten "Kurssturz" war einmal mehr das US-Landwirtschaftsministerium (USDA). Im letzten "Supply & Demand Report" hoben die Behörden ihre Schätzungen bezüglich der amerikanischen Mais-Endbestände für die laufende 2006/07er Saison von zuvor 752 auf nunmehr 877 Millionen Scheffel an. Die im Vorfeld befragten Analysten hatten lediglich mit einem Anstieg auf 839 Millionen Scheffel gerechnet. Dadurch erhöht sich das Ending Stock to Use Ratio auf etwas komfortablere acht Prozent. Nichtsdestotrotz ist das der geringste Wert in den zurückliegenden elf Jahren. Ähnlich sieht es auf globaler Ebene aus: Hier sollen die Übertragsraten von 124 auf 92 Millionen Tonnen fallen. Dies entspricht einem Verhältnis zwischen Vorräten und Verbrauch von 13 Prozent.

Witterungsprobleme verursachen Verzögerungen bei Aussaat

Etwas "Rückenwind" bekamen die "Mais-Bullen" durch die Nachricht, dass die ungünstigen Witterungsverhältnisse in Bundesstaaten wie Kansas, Illinois, Missouri oder Indiana die Aussaat stark behindert haben. Eigentlich müssten zu dieser Jahreszeit bereits neun Prozent der neuen Saat auf den Feldern sein. Tatsächlich sind es aber nur etwa vier Prozent. Einige Händler rechnen daher damit, dass sich die verzögerte Aussaat in einer insgesamt verringerten Anbaufläche niederschlagen könnte. Konkrete Zahlen wurden in diesem Zusammenhang auch gleich genannt: Zwischen 16 und 28 Prozent soll die tatsächliche Anbaufläche möglicherweise unter den letzten Vorhersagen des USDA liegen. Bestätigen sich diese Befürchtungen dürften die Ernteerträge und damit natürlich auch die Endbestände deutlich niedriger ausfallen als zuletzt angekündigt.

Reduzierung der Anbaufläche dennoch unwahrscheinlich

Wir erachten dieses Szenario jedoch nicht als übermäßig wahrscheinlich: Gegenwärtig sind die Wetterbedingungen in weiten Teilen des amerikanischen "Corn Belt" ganz ausgezeichnet. Vor allem haben die Schneefälle der letzten Wochen die Böden ausreichend mit Feuchtigkeit versorgt. Für die nächste Zeit sagen Meteorologen warme Temperaturen und nur wenig Niederschläge voraus. Damit sind die klimatischen Bedingungen für die Aussaat fast schon optimal. Insofern ist es sehr gut möglich, dass die Verzögerungen aufgeholt werden können und sich die Anbauflächen doch in den vom USDA prophezeiten Regionen bewegen werden.

Dürre-Katastrophe nicht in Sichtweite

Zumindest zum momentanen Zeitpunkt gehen wir nach wie vor von einer überdurchschnittlich hohen US-Ernte aus. Trotz aller "Ethanol-Fantasie" dürfte es daher keine echten Versorgungsengpässe geben. Lediglich eine ausgeprägte Dürreperiode während der Wachstumsphase könnte daran etwas ändern. Völlig auszuschließen ist eine solche angesichts der zunehmenden "Klima-Kapriolen" natürlich nicht. Zeichnet sich eine solche in den nächsten Monaten ab, können Anleger ihre Short-Positionen immer noch zügig glattstellen. Gegenwärtig jedenfalls sprechen die Fundamentals eher für weiter fallende Notierungen als für eine "Neuauflage" der "Mais-Rallye".

Bruch der zentralen Unterstützung abwarten

Charttechnisch stellt sich die Situation dagegen weniger eindeutig dar: Zwar ist der langfristige Aufwärtstrend "Geschichte" und stattdessen hat sich eine intakte Abwärtsbewegung herausgebildet. Auch notiert Mais zur Auslieferung im Juli relativ deutlich unter seiner 38-Tage-Linie. Positiv ist jedoch zu vermerken, dass die Unterstützung bei etwa 370 US-Cents mehrfach erfolgreich verteidigt wurde. Der MACD generiert aktuell noch ein Kaufsignal und auch der steigende Williams ist mit -45 (über -50) in den "bullischen" Bereich vorgedrungen. Lediglich das fallende Momentum von knapp 99 (unter 100) spricht mit etwas Fantasie für weiter rückläufige Notierungen. Kritische Akteure könnten das Momentum aber auch als neutral bezeichnen.

Unter technischen Gesichtspunkten drängt sich ein sofortiger Short-Einstieg nicht unbedingt auf. Ein solcher sollte erst bei einem nachhaltigen Bruch der Support-Marke von 370 US-Cents in Betracht gezogen werden. Wer bereits investiert ist, scheint gut beraten, den Stopp oberhalb der Resist-Marken von 385 bzw. 400 US-Cents zu platzieren bzw. nachzuziehen. Sollte Juli-Mais über das angesprochene Niveau ansteigen, könnte es zunächst noch einmal bis auf 425 US-Cents hoch gehen, bevor dann die endgültige Korrektur bis Jahresende einsetzt.



Marc Nitzsche ist Chefredakteur des Rohstoff-Trader Börsenbriefs. Der Börsenbrief ist ein Spezialist für Rohstoffe und bietet konkrete Kaufempfehlungen mit Analysen und Kursprognosen. Mehr Infos unter: www.rohstoff-trader.de

Der obige Text spiegelt die Meinung des jeweiligen Kolumnisten wider. Die Smarthouse Media GmbH übernimmt für dessen Richtigkeit keine Verantwortung und schließt jegliche Regressansprüche aus.

-mn-

© Aktiencheck.de AG
George Soros folgt abs ;) und hat Archer kürzlich seinem Portfolio hinzugefügt:

Quelle: http://www.thestreet.com/_nasdaq/newsanalysis/stockpickr/103…

Top Stocks From Buffett, Icahn and Soros
[...]

Page 3

Soros Watch

George Soros, the 27th richest American according to Forbes, is one of the most successful hedge fund investors ever. In his latest filing with the Securities and Exchange Commission, disclosed just last week, he unveiled several new holdings and changes to his portfolio. For the full update, check out the George Soros portfolio on Stockpicker.

Given his progressive politics, it makes sense that Soros has been betting on alternative sources of energy. In particular, he has decided to invest in corn and trees. One of his newer investments is Archer Daniels Midland (ADM - Cramer's Take - Stockpickr - Rating), which has a P/E of 15, a PEG of 1.7 and a yield of 1.3%.

Soros' tree investment is Weyerhaeuser (WY - Cramer's Take - Stockpickr - Rating), which also happens to be owned by SAC Capital Partners, a fund that has returned a purported 40% per year.

Here's my approach: Study the new holdings of the super investors, try to buy on dips -- that is, at lower prices than the investors -- and also try to anticipate what the investors might be doing.

In a recent video that Jim Cramer and I made for TheStreet.com TV, we discussed what Buffett's next rail plays might be. Jim was right and I was wrong; however, my play did end up in Carl Icahn's portfolio. These guys swarm in packs, and it can't hurt to study their styles.
Dykstra: Feasting on ADM's Options

By Lenny Dykstra
Special to TheStreet.com
6/12/2007 9:26 AM EDT
Click here for more stories by Lenny Dykstra

With the all-out bullish run seemingly done for now, recent winning deep in-the-money stock plays present excellent buying opportunities again.

For instance, on May 8 I highlighted Archer Daniels Midland (ADM - Cramer's Take - Stockpickr) as a play on the high price of gas and the rapidly growing interest in alternative energy. Ethanol still presents the most easily produced and readily available alternative to gasoline.
That's why ethanol companies such as Pacific Ethanol (PEIX - Cramer's Take - Stockpickr) and VeraSun Energy (VSE - Cramer's Take - Stockpickr) screamed higher last year at this time, as did ADM. Now these companies are all trading far closer to their 52-week lows than their highs, but the similarities end there: Unlike the pure ethanol plays, ADM has an array of agricultural products.

The company is using its diversity to strengthen its position in the ethanol market. The company is building a biodiesel plant in Brazil, which not only enables ADM to produce a larger and cheaper supply of bio-diesel, it also allows the company to forge closer ties with Brazil, the world's leading ethanol exporter with a highly developed ethanol infrastructure.

Access to Brazil would allow ADM to partner with a country that knows how to make ethanol usage widespread and efficient and can provide much cheaper production costs.

ADM also appears in Stockpickr's S&P 500 Dividend Aristocrats, which is composed of companies that have consistently raised their dividend over the past 25 years. This shows a commitment to increasing shareholder value. In addition, George Soros, an investor who knows how to find cheap opportunities, has recently begun accumulating a position in ADM.

At yesterday's close of $34.38, the stock is even cheaper than the last time I picked the company and scored a quick win. In order to capitalize on this new opportunity, I will place a limit order to buy 10 December 30 calls (ADMLF) for $6.00 or better.
Game of Life
People often relate life to a roller-coaster, whereby life's unexpected twists, turns, ups and downs parallel a roller-coaster's convoluted shape. One day you could be at the top, and the next day you could be at rock bottom. One thing is for sure -- life is not as straightforward as it may seem. Twists and turns appear inevitably, and life demands adaptations and modifications to its initial plan.
For some, the ride is rather smooth, and for others the ride is inconveniently bumpy. Ben Carpenter recently got an unexpected ride when his electric wheelchair somehow attached to the grill of a truck. Carpenter, who suffers from muscular dystrophy, was crossing an intersection when the light turned green and a truck in oncoming traffic unknowingly snatched the handles of Ben's wheelchair.

The truck traveled for several miles as motorists called 911, astonished by the object lodged onto the front of the vehicle. Carpenter didn't think he'd live through the traumatic ride. A pair of undercover police officers happened to witness the incident and pulled the truck over after a few miles.

The driver of the semitrailer was in disbelief when the police officers told him why he was being pulled over. Carpenter was unharmed but was taken to a hospital as a precaution.

While this incident was certainly a glitch on the track, the lesson is universal. Every moment of every day is a part of our journey, and with each up and each down, with each twist and each turn, our rides suddenly change. There's no going backward on a roller-coaster, so looking behind us achieves nothing; our only choice is to move forward.

The Players Club realizes the enigmatic and inexplicable nature of life. By guaranteeing recurring cash flow to professional athletes, through our strategic partner, we hope to make professional athletes' financial rides more certain.
Folgender Artikel, bezogen auf einen Bericht aus dem "Wall Street Journal", bringt zwei wichtige & gute Informationen:

- Archer steht wohl kurz davor, einen "move" zu zuckerbasiertem Ethanol als weiteres Standbein zum maisbasierten Ethanol zu machen und sich so etwas unabhängiger von den Maispreisen zu machen;
die Produktionskosten sind bei zuckerbasiertem Ethanol laut Artikel nur zwei Drittel so hoch; zu diesem Zwecke wird man in Brasilien einsteigen, d.h. eine Beteiligung an dem größten Ethanolproduzenten Brasiliens, Cosan SA, wohl zu einer Mehrheit ausgestalten;

- die USA haben den Schutzzoll auf importiertes Ethanol von 54 Cents pro Gallone bis 2010 verlängert; nach den jüngsten Treffen von Bush mit Lula war dies keineswegs klar.

ADM ADM
Archer-Daniels-Midland Company NYSE


Archer-Daniels-Midland Likely To Enter Brazil's Sugar-cane-ethanol Market; Explores Variety Of Strategies, Says WSJ - Update

(RTTNews) - Decatur, Illinois-based ethanol producer Archer-Daniels-Midland Co. (ADM) is preparing to enter the sugar-cane-ethanol business in Brazil, Wall Street Journal reported on Friday, citing the company officials. The grain and ethanol giant is exploring a variety of strategies, ranging from building sugar-cane mills and ethanol plants up to acquiring sugar-cane companies, the report indicated.

ADM's senior vice president of strategy, Steve Mills, reportedly said in an interview that the company has not given up the option of an outright purchase of Cosan SA, the largest producer of ethanol in Brazil. ADM owns a small stake in Cosan.

Mills also said that sugar-cane ethanol is now "a key component" of ADM's short-term strategy. However, he did not give specifics regarding how much money the company will invest and how soon the company will move. "We're not talking about something 10 years down the road. It's on the front burner," Mills said.

According to a recent report by Lehman Brothers, corn-based ethanol production in the U.S. might soon exceed demand, which could send prices down and squeeze profits. In addition, dozens of plants are scheduled to come on line in this highly competitive market in coming years. According to Institute for Studies of Commerce and International Negotiations in Sao Paulo, Brazil is one of the lowest-cost producers of ethanol in the world. Brazil produces ethanol at a cost of about 90 cents per gallon, roughly two-thirds that of corn ethanol.

According to WSJ, buying into Brazil's ethanol business could be difficult as competition for acquisitions is tough and U.S. and overseas private-equity firms are looking for opportunities. However, ADM's bold move would mark its support for a gasoline substitute because the company has relied on its corn-based U.S. ethanol plants for years, WSJ said. Further, relying solely on corn puts ADM at the mercy of weather and political factors that could drive up grain prices.

WSJ also said that ADM's move for sugar-cane-based ethanol could substantially alter the playing field, especially if ADM produces ethanol in Brazil and ships it to the U.S. Meanwhile, the U.S. Senate this week voted to extend a tariff of 54 cents per gallon on imported ethanol until 2010. However, ADM believes it will have enough flexibility to channel Brazilian-made ethanol through Caribbean countries that can export a limited amount to the U.S. duty-free. ADM also could look for overseas markets, which are expected to grow over coming years, WSJ indicated.

ADM closed Thursday's trade at $33.83, up $0.35, on a volume of 7.28 million shares.

For comments and feedback: contact editorial@rttnews.com
Antwort auf Beitrag Nr.: 30.148.762 von ambodenstaendig am 22.06.07 15:01:49
Zum Importzoll:

ADM meint, durch Transfer über Karibikstaaten genug zuckerbasiertes Ethanol aus Brasilien zollfrei, innerhalb Freimengen, verschiffen/vertreiben zu können !!! Siehe:

"However, ADM believes it will have enough flexibility to channel Brazilian-made ethanol through Caribbean countries that can export a limited amount to the U.S. duty-free. ADM also could look for overseas markets, which are expected to grow over coming years, ..."

:) abs
Interessant, hier meint jemand, dass demnächst fallende Maispreise anstehen könnten. Wäre gut für das 3. Quartal.

Rain Leaves Grains Sagging

By Simon Constable
TheStreet.com Staff Reporter
6/25/2007 1:19 PM EDT
Click here for more stories by Simon Constable

Prices for grains were slipping Monday as traders worried that excess rain would boost crop yields and lead to an oversupply in the market.
Corn contracts were lower by 1.5% at $3.76 a bushel, while those for wheat were off 0.6% at $6.02 a bushel.

"Corn's fall has some oomph behind it," says Tobin Gorey, a commodities strategist at Commonwealth Bank of Australia, in a daily research brief.

He adds that not only is the technical picture looking increasingly bad for corn prices, but also it seems to be dragging on the wheat futures also.

In the meantime, traders will be watching the weather in the Midwest, where the level of rainfall later this week is considered critical to helping determine crop yields this season.

Turning to the agriculture complex, shares of Corn Products International (CPO - Cramer's Take - Stockpickr) were down 1.4%, while Archer Daniels Midland (ADM - Cramer's Take - Stockpickr) was rising 0.3%.

Elsewhere, precious metals prices were softening, as well. Benchmark gold contracts were slipping $4 at $653 an ounce, and silver was off 16 cents at $12.86 an ounce.

The exchange-traded funds that track prices of the metals, the streetTracks Gold Shares (GLD - Cramer's Take - Stockpickr) and the iShares Silver Trust (SLV - Cramer's Take - Stockpickr), were retreating 0.5% and 1.3%, respectively.

As for base metals, copper prices were down 5 cents at $3.33 a pound. The price was down more than that earlier in the session, but perked up after some new housing data was released midmorning.

The PowerShares DB Base Metals (DBB - Cramer's Take - Stockpickr), which tracks the prices of copper and industrial metals, was down 0.9%.

Archer Daniels Midland Company to Release Fourth Quarter Results on July 30, 2007


DECATUR, Ill., July 16 /PRNewswire-FirstCall/ -- Archer Daniels Midland Company (NYSE: ADM) will release financial results for its fourth quarter before the markets open on Monday, July 30, 2007. The Company will host a conference call and audio Web cast at 8:00 a.m. Central Daylight Time (CDT) on Monday, July 30, 2007 to discuss financial results and provide a Company update. In addition, a financial summary slide presentation will be available to download approximately 60 minutes prior to the start of the call.

To listen to the call and download the slide presentation via the Internet go to: http://www.admworld.com\webcast. To listen by telephone, dial 866-277-1181 or 617-597-5358; the access code is 44694376.

Digital replay of the call will be available beginning on July 30, 2007 at 10:00 a.m. CDT and ending on August 6, 2007. To access this replay, dial 888-286-8010 or 617-801-6888; the access code is 90120095.

Archer Daniels Midland Company (ADM) is the world leader in BioEnergy and has a premier position in the agricultural processing value chain. ADM is one of the world's largest processors of soybeans, corn, wheat and cocoa. ADM is a leading manufacturer of biodiesel, ethanol, soybean oil and meal, corn sweeteners, flour and other value-added food and feed ingredients. Headquartered in Decatur, Illinois, ADM has over 26,000 employees, more than 240 processing plants and net sales for the fiscal year ended June 30, 2006 of $37 billion. Additional information can be found on ADM's Web site at http://www.admworld.com/.

SOURCE Archer Daniels Midland Company
Mais nur noch 310 $, über 100 $ weniger als im Mai ... :):):)

Ölpreishoch - die beste aller Ethanolwelten.

Soft-Commodities
Baumwolle 61,00 USD -0,10 -0,16%
Kaffee 112,35 USD -1,40 -1,23%
Kakao 2.067,00 USD -19,00 -0,91%
Mais 310,00 USD -8,25 -2,59%
Antwort auf Beitrag Nr.: 30.817.838 von ambodenstaendig am 23.07.07 21:01:30:keks:

Archer Daniels Midland to Buy Fasco
Friday July 27, 12:24 pm ET
Archer Daniels Midland Agrees to Buy Grain and Feed Company

DECATUR, Ill. (AP) -- Agricultural processor Archer Daniels Midland Co. said Friday it will acquire Fasco Mills Co., a family-owned grain and feed company, expanding its presence in northern Illinois and increasing the flow of raw materials for its biofuel production.
Financial terms of the purchase, which ADM expects to complete Sept. 1, were not disclosed.

ADM processes soybeans, corn, wheat and cocoa and manufactures ethanol, biodiesel, soybean oil and meal, corn sweeteners and flour.

Fasco operates 13 grain elevators in farm production areas of Illinois.

ADM shares fell 44 cents to $34.25 in midday trading.
Antwort auf Beitrag Nr.: 30.880.833 von holscho am 27.07.07 18:52:16Gute Neuigkeiten!
Das amerikanische Kongress hat mit der Stimmenmehrheit der Demokraten ein Gesetz zur Unterstützung der Amerikanischen Farmer mit einer Finanzierung von 4 Mrd. Dollar trotz Veto vom Präsident Bush, der hiermit ungültig wurde, verabschiedet.
Teil dieser Summe wir auch für die Nutzung von regenerativen Energien in der Lanwirtschaft eingesetzt.
Worldwater könnte auch Nutzniesser des Gesetzes werden.

Link: http://news.yahoo.com/s/ap/20070727/ap_on_go_co/farm_bill
Antwort auf Beitrag Nr.: 30.883.619 von holscho am 27.07.07 22:48:52ist ja alles ganz hilfreich aber der aktie hilft glaube ich nichts mehr - sobald wir die 26 € wieder erreichen schmeiß ich das ding raus
denn verbleibern viel erfolg
30.07.2007 13:06
Archer Daniels Midland Reports Record Annual Results

DECATUR, Ill., July 30 /PRNewswire-FirstCall/ -- Archer Daniels Midland (Nachrichten)

-- Net earnings for the year ended June 30, 2007 increased 65 % to a record $ 2.162 billion -- $ 3.30 per share from $ 1.312 billion -- $ 2.00 per share. Net earnings for the year ended June 30, 2007 includes after tax gains on asset sales of $665 million. -- Segment operating profit for the year increased 53 % to a record $ 3.161 billion from $ 2.061 billion last year on improved results from all operating segments. "ADM delivered its third consecutive year of record earnings," said Chairman and CEO Patricia A. Woertz. "Credit goes to the people of ADM, who delivered strong results in all our major business segments and beat both our return and cost targets." "We are building out the long term potential of this company. Our realignment and sale of assets are on target. Our strategic capital projects are all on schedule, and we see adequate global crops to meet all needs. We remain very confident in our strategic direction." -- Net earnings for the quarter increased $ 545 million to $ 955 million -- $ 1.47 per share from $ 410 million -- $ .62 per share last year. Net earnings for the quarter ended June 30, 2007 includes after tax gains on asset sales of $ 616 million. -- Segment operating profit for the quarter increased $ 515 million to $ 1.152 billion from $ 637 million last year. - Oilseeds Processing operating profit increased principally due to a gain on the exchange of the Company's interests in certain Chinese joint ventures for shares in Wilmar International Ltd., the largest agricultural processing business in Asia. - Corn Processing operating profit declined due primarily to lower ethanol sales volumes and higher net corn costs. - Agricultural Services operating profit increased principally due to a gain realized upon the sale of the Company's Agricore United investment. - Other segment operating profit increased primarily due to improved Financial results. -- Financial Highlights (Amounts in thousands, except per share data and percentages) THREE MONTHS ENDED TWELVE MONTHS ENDED 6/30/07 6/30/06 % CHANGE 6/30/07 6/30/06 % CHANGE Net sales and other operating income $12,214,198 $9,547,336 28% $44,018,309 $36,596,111 20% Segment operating profit $ 1,152,491 $ 637,286 81% $ 3,160,596 $ 2,061,191 53% Net earnings $ 954,764 $ 410,259 133% $ 2,161,668 $ 1,312,070 65% Earnings per share $ 1.47 $ .62 137% $ 3.30 $ 2.00 65% Average number of shares outstanding 647,709 658,750 (2)% 655,609 656,287 - -- Discussion of Operations

Net earnings for the year ended June 30, 2007 were $ 2.162 billion, or $ 3.30 per share, compared to $1.312 billion, or $ 2.00 per share, last year. Net earnings for the quarter ended June 30, 2007 were $ 955 million, or $ 1.47 per share, compared to $ 410 million, or $ .62 per share, last year.

Net earnings for the year ended June 30, 2007 include gains on asset sales of $ 1.043 billion ($ 665 million after tax), asset impairment charges of $ 21 million ($ 13 million after tax), LIFO charges of $ 207 million ($129 million after tax) and a charge on debt repurchase of $ 46 million ($ 29 million after tax). Net earnings for the year ended June 30, 2006 include gains on asset sales of $ 62 million ($ 39 million after tax), asset impairment and retirement obligation charges of $ 101 million ($ 81 million after tax), LIFO income of $ 12 million ($ 8 million after tax), Brazilian transactional tax credits of $ 46 million ($ 30 million after tax) and a $ 36 million tax credit related to adjustment of state and federal income taxes.

Net earnings for the quarter ended June 30, 2007 include gains on asset sales of $ 967 million ($ 616 million after tax), asset impairment charges of $ 19 million ($ 12 million after tax), LIFO inventory charges of $ 60 million ($38 million after tax) and a charge on debt repurchase of $ 46 million ($ 29 million after tax). Net earnings for the quarter ended June 30, 2006 include gains on asset sales of $ 28 million ($18 million after tax), asset impairment and retirement obligation charges of $ 59 million ($ 37 million after tax), LIFO charges of $ 1 million ($ 1 million after tax), and Brazilian transactional tax credits of $ 27 million ($ 17 million after tax).

Segment operating profit increased $ 515 million to $ 1.2 billion for the quarter and increased $ 1.1 billion to a record $ 3.2 billion for the year.

Oilseeds Processing operating profit of $ 587 million for the quarter and $ 1.1 billion for the year included a $440 million gain upon the exchange of the Company's interests in certain Chinese joint ventures for shares in Wilmar International, Ltd., the largest agriculture processing business in Asia. Excluding this gain, Oilseeds Processing operating profit for the quarter decreased $ 48 million to $ 147 million, from last year's record quarter of $ 195 million. The decline was due principally to a decline in European rapeseed and biodiesel margins and the inclusion in 2006 results of $ 27 million in Brazilian transactional tax credits. Excluding the gain, Oilseeds Processing operating profits for the year increased $ 79 million to a record $ 677 million. The increase was primarily due to improved worldwide soybean crush margins, partially offset by lower softseed and biodiesel processing margins in Europe.

Corn Processing operating results declined $ 45 million to $ 241 million for the quarter from $ 286 million last year. The decline was due principally to higher net corn costs and lower ethanol sales volumes. For the year, operating results increased $ 242 million to a record $ 1.1 billion from $ 877 million last year. The increase was due principally to the higher average selling prices of sweetener and ethanol products partially offset by higher net corn costs.

Agricultural Services operating results of $ 241 million for the quarter included a gain of $ 153 million resulting from the sale of the Company's interest in Agricore United. Excluding this gain, Agricultural Services results increased $ 5 million to $ 88 million for the quarter. The increase is due primarily to improved global merchandising and handling results partially offset by lower transportation results. For the year, excluding the gain, Agricultural Services results increased $ 87 million to a record $ 362 million from $ 275 million last year. The increase reflects improved global merchandising, handling and transportation operating results.

Other segment operating results increased $ 10 million to $ 83 million for the quarter principally due to improved Financial operating results. For the year, Other segment operating profit increased $ 99 million to $ 409 million from $ 310 million last year. The increase was due principally to a gain of $ 53 million realized upon the sale of the Company's Arkady food ingredient business and to improved Financial operating results.


Components of Corporate results are as follows: Three months ended Twelve months ended June 30, June 30, 2007 2006 2007 2006 (in millions) LIFO income (charge) $(60) $ (1) $(207) $ 12 Investment income (expense) 26 (1) 78 (24) Charge on debt repurchase (46) - (46) - Gains on securities transactions 363 - 374 29 Brazilian transactional tax credit - - - 19 Corporate costs (41) (57) (211) (235) Other - 4 5 (7) Total Corporate $242 $(55) $ (7) $(206) Conference Call Information

Archer Daniels Midland will host a conference call and audio Web cast at 8:00 a.m. Central Daylight Time (CDT) on Monday, July 30, 2007 to discuss financial results and provide a Company update. In addition, a financial summary slide presentation will be available to download approximately 60 minutes prior to the start of the call. To listen to the call and download the slide presentation via the Internet go to: http://www.admworld.com/webcast. To listen by phone, dial 866-277-1181 or 617-597-5358; the access code is 44694376. Digital replay of the call will be available beginning on July 30, 2007 at 10:00 a.m. CDT and ending on August 6, 2007. To access this replay, dial 888-286-8010 or 617-801-6888; the access code is: 90120095.

Archer Daniels Midland Company (ADM) is the world leader in BioEnergy and has a premier position in the agricultural processing value chain. ADM is one of the world's largest processors of soybeans, corn, wheat and cocoa. ADM is a leading manufacturer of biodiesel, ethanol, soybean oil and meal, corn sweeteners, flour and other value-added food and feed ingredients. Headquartered in Decatur, Illinois, ADM has over 26,000 employees, more than 240 processing plants and net sales for the fiscal year ended June 30, 2007 of $44 billion. Additional information can be found on ADM's Web site at http://www.admworld.com/.

:):D:D:)
Antwort auf Beitrag Nr.: 30.935.755 von DonauPirat am 30.07.07 13:42:05
Ich bin wahrscheinlich der einzige auf diesem Planeten, der Ergebnisse dieser Art erwartet hat.

1,47 $ pro Aktie statt 0,59 $ gemäß Analystenprognose.

Quartaksumsatz über 12 Mrd. $ - vor ein bis eineinhalb waren das noch beständig zwischen 8,5 und 9,5 Mrd $.

Das ist auf die Ethanol- und Agrarentwicklung als Megatrend zurückzuführen - wird völig unterschätzt.

Einfach nur halten - in drei bis vier Jahren haben die sich in aller Beschaulichkeit verdrei- bis vervierfacht, ohne dass die meisten es gemerkt haben.

Traue ich mich einfach mal zu sagen - mit Blick auf Megatrends der vergangenen Jahre und wie dementsprechende Big Values im Megatrend-Segment dort gelaufen sind, oft auch ganz beschaulich ... (z.B. Rio Tinto, BHP Billiton im Rohstoffsektor, Cameco im Uransektor seit vier Jahren - Megatrend: Back to Atom Energy worldwide besides Germany, Monsanto, KWS Saatgut, Syngenta, Deere im Landmaschinen-, Düngemittelsektor, Öl- und Öldienstleistersektor usw. usf.).

Meine persönliche Überzeugung.

Entsprechend der Qualität dieser Aktie wird es in den kommenden Jahren hier auch nur wenige wo-Postings geben. :D

:laugh: abs
Ergebnisse m.E. sensationell.
Nicht gemessen an meinen persönlichen Erwartungen.
Gemessen an den Markterwartungen.:D
(Habe mich schon zu intensiv mit Archer beschäftigt,
als dass ich wirklich überrascht wäre -
BASISINVESTMENT)

:) abs
Antwort auf Beitrag Nr.: 30.932.131 von uak65 am 30.07.07 09:47:47
Das ist eigentlich so ein Gesetz,
dass bei "langweiligen" Aktien vorzeitig voller Ungeduld "geschmissen" wird.

Für die meisten sind ja schon ein paar Monate nicht aushaltbar ... :rolleyes::rolleyes:

Hoffe sehr, dass Du Dir das noch einmal überlegt hast ... ;)

abs
Antwort auf Beitrag Nr.: 30.937.015 von holscho am 30.07.07 15:14:34nochmal kurz in Deutsch
Archer Daniels Midland: Gewinn im vierten Quartal mehr als verdoppelt

Decatur (aktiencheck.de AG) - Der amerikanische Agrarkonzern Archer Daniels Midland Co. (ISIN US0394831020/ WKN 854161), der größte Nahrungsmittelverarbeiter und Ethanolproduzent in den USA, meldete am Montag, dass er seinen Gewinn im vierten Quartal mehr als verdoppeln konnte, was auf Einmalerträge zurückzuführen ist.

Der Nettogewinn belief sich auf 954,8 Mio. Dollar bzw. 1,47 Dollar pro Aktie, gegenüber 410,3 Mio. Dollar bzw. 62 Cents pro Aktie im Vorjahr. Das jüngste Ergebnis beinhaltet dabei Einmalerträge in Höhe von 616 Mio. Dollar. Der Umsatz verbesserte sich um 28 Prozent auf 12,21 Mrd. Dollar.

Analysten waren im Vorfeld von einem Gewinn von 59 Cents pro Aktie und einem Umsatz von 10,13 Mrd. Dollar ausgegangen. Für das laufende Quartal prognostizieren sie ein EPS-Ergebnis von 63 Cents bei Erlösen von 10,55 Mrd. Dollar.

Die Aktie von Archer Daniels Midland schloss am Freitag an der NYSE bei 34,05 Dollar. (30.07.2007/ac/n/a)
Momentan gibt ADM wieder ab. Dürfte daran liegen,dass ein Großteil des Ergebnisse auch Beteiligungsverkäufen aus chinesischen Joint Ventures sowie von Agricore United geschuldet ist. Insgesamt bleibt das Bild positiv, offensichtlich kann jederzeit eine Menge an stillen Reserven gehoben werden.

Wie gesagt, für den Ethanolsektor bin ich für das laufende Quartal wesentlich positiver gestimmt als für das letzte Quartal, da Maispreise um 100 $ runter, Ölpreise rauf, Ethanol sales rauf.

Hier ein neutraler Bericht:

Archer Daniels Doubles Profit on Asset Sales

By TSC Staff
7/30/2007 9:41 AM EDT

Archer Daniels Midland's (ADM - Cramer's Take - Stockpickr) fourth-quarter profit more than doubled, boosted by a big gain from asset sales, while revenue for the period jumped 28%.
For the quarter ended June 30, the agricultural giant's profit jumped to $954.8 million, or $1.47 a share, from $410.3 million, or 62 cents a share, a year earlier.

The results included gains totaling $616 million for items such as the exchange of interests in certain Chinese joint ventures and the sale of Agricore United, an agricultural services business. They also included smaller charges, like a $19 million charge for asset impairment and a $29 million charge on debt repurchases.

Sales rose to $12.21 billion from $9.55 billion last year. That handily topped analysts' average estimate of $10.13 billion, based on a Thomson Financial survey.

The company -- the nation's largest producer of corn-based ethanol -- said its corn processing business recorded a $45 million drop in profits to $241 million, due primarily to higher corn costs and lower ethanol volume.

Meanwhile, its oilseeds processing business saw profits benefited from a $440 million gain from the Chinese joint venture sale. Excluding the gain, profits slid to $147 million from $195 million last year, which Archer Daniels attributed to a decline in European rapeseed and biodiesel margins and the year-earlier inclusion of $27 million in tax credits.

In the agricultural services segment, profits rose by $5 million to $88 million, excluding a $153 million gain from the sale of the company's interest in Agricore United.

"Our realignment and sale of assets are on target," said CEO Patricia Woertz in a statement. "Our strategic capital projects are all on schedule, and we see adequate global crops to meet all needs. We remain very confident in our strategic direction."



Keep steady,
;) abs
Antwort auf Beitrag Nr.: 30.937.148 von ambodenstaendig am 30.07.07 15:23:35naja, ein paar monate würden mich nicht unbedingt nervös machen, aber ich bin jetzt seit 14 monaten drin. verlust über 15%
ich hatte ja auf die ethanol-story gehofft 8und bin eigentlich noch immer überzeugt - weil kurzfristig wahrscheinlich nichts anderes dem Klima hilft) aber in der aktie bewgt sich alles nur nach süden, trotz hoher getreidepreise, ethanol,etc. woran könnt es liegen??
Antwort auf Beitrag Nr.: 30.937.227 von holscho am 30.07.07 15:27:42wenn ich die einmalerträge abziehe bleibt aber nicht mehr viel. weißt du woraus die einmalerträge resultieren??
könnte das die erklärung für's erneute abbrökeln sein ??
Antwort auf Beitrag Nr.: 30.938.654 von uak65 am 30.07.07 16:38:27..steht doch oben - aus Chin.Joint Ven...

bin aber einfach nur frustriert, da der Rest auch in die Grütze geht - muss mich mal ausblenden...
Antwort auf Beitrag Nr.: 30.938.565 von uak65 am 30.07.07 16:33:54
Nun ja, kein optimaler Einstiegszeitpunkt und im Vergleich zum Gesamtmarkt ist die Performance bislang suboptimal.

Die Kursgewinne wurden wieder abgegeben, da der enorme Quartalsgewinn sich zu zwei Dritteln aus Einmalgewinnen aus Beteiligungsveräußerungen speist. Hier wurden einfach stille Reserven gehoben.

Insofern war auch meine erste Begeisterung verfrüht.

Was die Ethanolsparte anbelangt, wurde hier zwar wieder gutes Geld verdient, mehr wäre aber bei niedrigeren Maispreisen und natürlich auch höheren Ethanolverkaufspreisen drin gewesen

Speziell für diese Sparte kann man aber für das laufende Quartal recht optimistisch sein, da der Maispreis schon seit Anfang Juli ca. 100 $ oder 25 % niedriger notiert als noch letztes Quartal - hat der Markt noch nicht so gesehen.

Ich rechne kurzfristig mit einer weiteren langweiligen Seitwärtsbewegung, allerdings, das Positive, in einem volatilen Gesamtmarkt August/September.

Für mich lohnt es sich jedenfalls nicht, hier hektisch umzuschichten.

Die Umsatzentwicklung ist übrigens hervorragend. Das KGV jetzt gerade mal 10,4.

Also, sacken lassen und weiter abwarten, meine Meinung.

abs

P.S.:
Wenigstens laufen meine Ford (letzten Do. gekauft) blendend ... :rolleyes::rolleyes:
Ganz interessante Zusammenfassung auf www.nasdaq.com:

Archer-Daniels-Midland Q4 Profit Up 133% On Asset-sales Gains; Ethanol Volume Down



(RTTNews) - Agriculture processor and ethanol producer Archer-Daniels-Midland Co. (ADM) said its net profit for the fourth quarter more than doubled, thanks to gains from asset sales. ADM stock has been down in recent months, on booming ethanol output that created concerns of a supply glut. However, a correction in the stock weakness can be expected now with declining corn prices, a pending favorable energy legislation package, Oil trading close to record highs, the swelling market for grains and seed processing, and the company's recent buy of grain producer Fasco Mills to meet its biofuel, food and feed needs.

Net earnings for the quarter rose 133% to $954.76 million or $1.47 per share, from year-ago $410.26 million or $0.62 per share. The latest quarter includes post-tax gains of $616 million related to asset sales, and charges totaling $79 million for asset impairment, LIFO inventory, and debt repurchase. Analysts, whose estimate generally excludes special items, were looking for earnings of 59 cents a share.

Net sales for the quarter rose 28% to $12.21 billion from $9.55 billion last year. Segment operating profit for the quarter jumped 81% to $1.15 billion from $637.29 million last year.

Profits at the corn processing division that houses the company's cash cows - Ethanol and high-fructose corn syrup or HFCS - declined 16% to $241.32 million from $285.88 million, amid lower ethanol sales volume and higher net corn costs.

Over the past few years, ADM - the largest producer of ethanol in the U.S. - has been piggy-backing the exploding demand for Ethanol - an alternative fuel being largely touted as a gasoline substitute. In recent months, ethanol producers have scrambled to ramp up production of the fuel, in view of the boiling oil prices and rich U.S. government subsidies offered for the alternative fuel.

The booming ethanol output in turn triggered concerns of a surplus supply of the fuel, pressuring the shares of ethanol producers. Higher corn costs coupled with lower ethanol prices have been also been eating into ethanol producers' profits.

On a positive note, ethanol prices have had their biggest decline since 2001, and the fuel is now cheaper than gasoline, thereby offering a compelling price advantage and opening up new incremental demand that may support prices from falling any lower.

Even if ethanol fundamentals turn negative, ADM can cushion the fall in prices, as it is a low cost producer and will even be positioned to buy ethanol assets inexpensively compared to competitors.

ADM also is geared to benefit from a huge corn crop. In late June, the U.S. Department of Agriculture reported that farmers are planning to sow about 93 million acres of corn in 2007, an increase of 19% from last year. The huge crop is expected to bring down corn prices over the next few months, providing some financial reprieve to ethanol producers. On the day of the news, July contracts for Corn traded at $3.29 per bushel, after hitting $4 a bushel in February.

The company has found other measures to tackle higher corn prices. July 27, ADM agreed to acquire Fasco Mills Co., a family-owned grain and feed company. The deal, which is expected to close on Sep 1, will boost the flow of raw materials for its biofuel production. The move will help ADM control future Corn costs, while allowing it to act as a Toll bridge for the Corn supply from the area to other rivals. The company is also seeking to enter the sugar-cane-ethanol business in Brazil.

Besides, Ethanol is not the only iron in the fire for ADM. The company processes corn for syrup, starch, and high-fructose sweeteners in addition to ethanol. It also operates oilseed and agricultural services divisions.

Quarterly Profits from the company's Oilseeds Processing business - that produces vegetable oil - more than tripled to $587.18 million from $194.67 million last year, aided by a gain on the exchange of the company's interests in certain Chinese joint ventures for shares in Wilmar International Ltd., the largest agricultural processing business in Asia. Excluding this gain, Oilseeds Processing operating profit decreased to $147 million, due to a decline in European rapeseed and biodiesel margins and the absence of a year-ago $27 million gain in Brazilian transactional tax credits.

Operating profits at its Agricultural services business for the quarter - nearly tripled to $240.83 million from $83.25 million, which the company attributed to a $153 million gain stemming from the sale of the company's interest in Agricore United. Excluding this gain, Agricultural Services profits for the quarter increased just $5 million to $88 million.

At other segments, which include the food, feed, and industrial business, as well as financial operations, quarterly operating profit rose 13% to $83.16 million from $73.48 million, boosted by increased profits from both businesses.

Along with other ethanol producers, ADM stands to gain from a pending legislation that analysts expect will contain $15 billion to $20 billion in tax credits for alternative and renewable energy. The bill, yet to be cleared by the House, would also mandate that the use of biofuels climb to 36 billion gallons by 2022.

The rising demand for protein in emerging markets and global growth in biofuels, is expected to fuel the market for grains and seed processing, and ADM is positioned to benefit from this fast growing sector.

For the full year, the company earned $2.16 billion or $3.30 per share, up 65% from year-ago $1.31 billion or $2 per share. Results for 2007 included $665 million in after-tax gains on asset sales. Revenue for the year rose 20% to $44.02 billion from $36.6 billion last year.

ADM stock is a relatively safer bet in ethanol investing, as the company is not a pure ethanol play and has other revenue avenues to cushion a fall. The stock is currently trading down 26 cents or 0.76% at $33.79.
Um der Verwirrung ein Ende zu bereiten, hinsichtlich EpS:

Analystenprognose 0,59 $/Share

Die Analystenprognosen berücksichtigen nicht Einmalerträge.

Tatsächliches Quartalsergebnis: 1,47 $/Share.

Darin enthalten: Erhebliche Einmalerträge.

Im amerikanischen Sender Bloomberg wurde eben berichtet,
dass ohne Einmalerträge 64 $-Cents/Share verdient wurde,
das wäre fünf Cent über den Analystenerwartungen.


Ich glaube, morgen sieht es vielleicht wieder positiver aus, heute gab es erst einmal Enttäuschung, dass in den 1,47 $/Share hohe Einmalerträge enthalten waren.

Good Night, Fellows,
;) abs