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

[Yukon2071]

Ist ADM nicht schon zu heiß gelaufen?
Mfg Yukon2071

[ambodenstaendig]

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

[ambodenstaendig]

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 ...

Grüsse,

abs

[neimax]

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; [e-mail]


(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!

[ambodenstaendig]

Antwort auf Beitrag Nr.: 23.117.352 von ambodenstaendig am 27.07.06 17:34:05

9 Milliarden $ Umsatz meint den letzten Quartalsumsatz ...

Letzter Jahresumsatz waren ca. 35 Mrd. $

Grüsse,
abs

[neimax]

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.

Related newsStocks Finish Week With Solid AdvancesBig Movers in the Stock MarketPremarket Movers: Massey Shares PlungeU.S. Farmers Expects Weak Peanut CropWall Street's Happy Mood Based on News
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.

[neimax]

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 !

[neimax]

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; [e-mail]


(END) Dow Jones Newswires


Die Schätzungen sind um 10 % übertroffen - haleluja !!!

[neimax]

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; [e-mail]


(END) Dow Jones Newswires


Die Schätzungen sind um 10 % übertroffen - haleluja !!!

[Mant]

Antwort auf Beitrag Nr.: 23.117.352 von ambodenstaendig am 27.07.06 17:34:05

hi!

- 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. €

[Mant]

Antwort auf Beitrag Nr.: 27.216.844 von Mant am 27.01.07 11:44:01

hi!

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. €

[ambodenstaendig]

Antwort auf Beitrag Nr.: 27.216.844 von Mant am 27.01.07 11:44:01

Ich 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

[vendaro]

Antwort auf Beitrag Nr.: 27.232.239 von ambodenstaendig am 27.01.07 21:24:00

sehe 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...

[Mant]

Antwort auf Beitrag Nr.: 27.247.256 von vendaro am 28.01.07 13:34:00

hi friends!

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


gruss. €

[ambodenstaendig]

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.

abs

[Kurumba]

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

[ambodenstaendig]

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.

[ambodenstaendig]

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.)

[...]

[vendaro]

Earnings Preview:

http://biz.yahoo.com/ap/070130/earns_preview_archer_daniels_…

[Mant]

Antwort auf Beitrag Nr.: 27.310.489 von vendaro am 30.01.07 23:24:54

hi!

- 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. €

[ambodenstaendig]

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 [e-mail] .

Last Updated: January 30, 2007 16:25 EST

[adenin]

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

[ambodenstaendig]

Antwort auf Beitrag Nr.: 27.325.308 von adenin am 31.01.07 17:16:40

Oh Mann oh Mann ...

Informier' Dich erst einmal ...

abs

[ambodenstaendig]

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 ...

abs

[Hoerdeo]

http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetail…

webcast zum Conferene Call

[ambodenstaendig]

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

[ambodenstaendig]

Sensationelles Ergebnis, zumindest hervorragend ...

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 [e-mail] .

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,
abs

[ambodenstaendig]

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

[ambodenstaendig]

Antwort auf Beitrag Nr.: 27.346.133 von ambodenstaendig am 01.02.07 14:01:15

Ich meine: Sorry, adenin (## 22,23)

[ambodenstaendig]

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



abs

[vendaro]

na, wenn das nicht die endgültige trendumkehr bedeutet, dann weiß ich auch nicht

[corli1]

Antwort auf Beitrag Nr.: 27.346.273 von vendaro am 01.02.07 14:08:48

der tag ist gerettet.

[ambodenstaendig]

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.

abs

[ambodenstaendig]

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.

[ambodenstaendig]

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

[Kurumba]

was haltet ihr adm-fans eigentlich von südzucker?

[vendaro]

Antwort auf Beitrag Nr.: 27.580.137 von Kurumba am 10.02.07 15:46:57

hallo 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?

[ambodenstaendig]

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

[ambodenstaendig]

Südzucker auf Watchlist.

abs

[Kurumba]

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

[vendaro]

Antwort auf Beitrag Nr.: 27.618.382 von Kurumba am 11.02.07 14:38:56

Wieso fragst Du, wenn Du die eh schon hast?

[ritterberny]

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

[Kurumba]

danke, rettender ritter - bin freitag bei suedzucker eingestiegen, die aktie wird runtergetrieben, aber ich halte durch

[ambodenstaendig]

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

abs

[ambodenstaendig]

Antwort auf Beitrag Nr.: 27.660.667 von ritterberny am 12.02.07 15:15:49

Bei Cropenergies halte ich die Bewertung für sehr hoch ...

[ambodenstaendig]

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

[Kurumba]

ich glaube - hoffe ,suedzucker hat bei 16.55 den boden gefunden -habe da 10tausende stückzahlen reingehen sehen - aber man weiß ja nie....

[ambodenstaendig]

Antwort auf Beitrag Nr.: 27.677.763 von Kurumba am 13.02.07 12:27:38

Analystenworte in Gottes Ohr, klar -

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


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

[ambodenstaendig]

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 ...

abs


P.S.: Die meisten WO-Einträge findet sich bekanntlich zu Trash-Aktien ...

[vendaro]

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.

[Kurumba]

naja, mit suedzucker bin ich auch nicht besser oder schlechter dran

[ambodenstaendig]

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. #

abs

[Kurumba]

naja - viek spass

[ambodenstaendig]

Läuft gut.

abs

[ambodenstaendig]

Könnte ein neuer Impuls sein - JETZT KOMMT BUSH!

Bisher habe ich ihn hauptsächlich mit Halliburton verbunden,
langsam verbinde ich ihn auch mit Archer Daniels ...

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.

[ambodenstaendig]

Antwort auf Beitrag Nr.: 28.118.209 von ambodenstaendig am 05.03.07 02:06:48

Für 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,"

abs

[2good]

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

[ambodenstaendig]

Rückkaufprogramm.

[Mant]

Antwort auf Beitrag Nr.: 28.128.281 von ambodenstaendig am 05.03.07 16:34:36

hallo!

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. €

[ambodenstaendig]

Antwort auf Beitrag Nr.: 28.327.742 von Mant am 16.03.07 14:28:21

Wird schon.

abs

[Mant]

Antwort auf Beitrag Nr.: 28.128.281 von ambodenstaendig am 05.03.07 16:34:36

hi!

- 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. €

[ambodenstaendig]

Antwort auf Beitrag Nr.: 28.374.426 von Mant am 19.03.07 17:12:19

"Schulden wie ein Stabsoffizier" ?

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.

abs

[ambodenstaendig]

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)

abs

[ambodenstaendig]

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

[ambodenstaendig]

Momentan beste aller Welten für ADM:

Mais - 3,6 % (wg. EK)
Öl + 3,6 % (erhöht Attraktivität von Ethanol)

Entsprechend steigt die Marge!

abs

[ambodenstaendig]

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

[ambodenstaendig]

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.

[...]

[ambodenstaendig]

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

[Stoni_I]

Antwort auf Beitrag Nr.: 28.761.382 von ambodenstaendig am 11.04.07 17:26:04

Sehr verwegene Darstellung. Kopfschüttel.

[ambodenstaendig]

Antwort auf Beitrag Nr.: 28.769.654 von Stoni_I am 12.04.07 00:22:34

Nichtssagendes Posting zu Zahlen & Fakten.

Kopfschüttel.

[ambodenstaendig]

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.

[Stoni_I]

Die Dollarschwäche oder auch Eurostärke macht aber auch einiges an Performance wieder zunichte.

[ambodenstaendig]

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.

abs

[Stoni_I]

Antwort auf Beitrag Nr.: 28.848.691 von ambodenstaendig am 16.04.07 23:31:33

Das 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.

[ambodenstaendig]

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

[Stoni_I]

Antwort auf Beitrag Nr.: 28.862.509 von ambodenstaendig am 17.04.07 18:03:50

Ich kaufe eine Aktie in der Erwartung, sie in der Zukunft zu einem höheren Preis wieder verkaufen zu können. Ich denke, das ist normal so.

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.

[ambodenstaendig]

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 ... )

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.

[ambodenstaendig]

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

[ambodenstaendig]

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.

[ambodenstaendig]

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.

[ambodenstaendig]

Two words, two postings ...

[ambodenstaendig]

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
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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.

[vendaro]

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...

[ambodenstaendig]

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 ...

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 , 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.

[ambodenstaendig]

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,
abs

[ambodenstaendig]

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

[ambodenstaendig]

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.

[vendaro]

Antwort auf Beitrag Nr.: 29.083.460 von ambodenstaendig am 01.05.07 17:58:10

da 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"

[ambodenstaendig]

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 ...

abs

[ambodenstaendig]

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.

[ambodenstaendig]

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.

[ambodenstaendig]

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)

[vendaro]

Antwort auf Beitrag Nr.: 29.116.845 von ambodenstaendig am 03.05.07 18:02:28

Hey 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"!

[ambodenstaendig]

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

[ambodenstaendig]

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

[ambodenstaendig]

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

[ambodenstaendig]

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.

[ambodenstaendig]

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.

[ambodenstaendig]

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 [e-mail]

[ambodenstaendig]

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

[ambodenstaendig]

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%.

Antwort auf Beitrag Nr.: 30.328.372 von ambodenstaendig am 26.06.07 16:48:10

Tatsächlich, Maispreise gefallen

Fast 100 $ abwärts.


abs

[ambodenstaendig]

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

[ambodenstaendig]

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%

[holscho]

Antwort auf Beitrag Nr.: 30.817.838 von ambodenstaendig am 23.07.07 21:01:30

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.

[holscho]

Antwort auf Beitrag Nr.: 30.880.833 von holscho am 27.07.07 18:52:16

Gute 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

[uak65]

Antwort auf Beitrag Nr.: 30.883.619 von holscho am 27.07.07 22:48:52

ist 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

[DonauPirat]

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/.

[ambodenstaendig]

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.

abs

[ambodenstaendig]

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

abs

[holscho]

Antwort auf Beitrag Nr.: 30.936.958 von ambodenstaendig am 30.07.07 15:10:35

Endlich!!!

[ambodenstaendig]

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 ...

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

abs

[holscho]

Antwort auf Beitrag Nr.: 30.937.015 von holscho am 30.07.07 15:14:34

nochmal 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)

[ambodenstaendig]

Im Ethanolsektor wird ADM m.E. in diesem Quartal mehr verdienen, da die Maispreise 100 $ niedriger notieren als im letzten Berichtsquartal!

Keep steady!

abs

[ambodenstaendig]

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

[uak65]

Antwort auf Beitrag Nr.: 30.937.148 von ambodenstaendig am 30.07.07 15:23:35

naja, 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??

[uak65]

Antwort auf Beitrag Nr.: 30.937.227 von holscho am 30.07.07 15:27:42

wenn ich die einmalerträge abziehe bleibt aber nicht mehr viel. weißt du woraus die einmalerträge resultieren??
könnte das die erklärung für's erneute abbrökeln sein ??

[holscho]

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...

[ambodenstaendig]

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 ...

[ambodenstaendig]

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.

[ambodenstaendig]

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

[ambodenstaendig]

Antwort auf Beitrag Nr.: 30.944.789 von ambodenstaendig am 31.07.07 02:24:05

SORRY, nicht 64 Cents, sondern 65 Cents pro Share ohne Einmalerträge, also sechs Cent über Anlaystenerwartungen (so mit diesen sechs Cent drüber habe ich es auch auf Bloomberg vernommen, stutzte schon eben beim Schreiben ... ).

Siehe www.nasdaq.com, Symbol: ADM, "Company News":

2nd UPDATE: ADM Net Up On Asset Sales; Corn Results Weaken

(Updates throughout with information on fourth-quarter performance, comments from executives and an analyst, and recent share price.)

By Stephen Wisnefski

Of DOW JONES NEWSWIRES

CHICAGO -(Dow Jones)- Archer Daniels Midland Co. (ADM), the U.S.'s largest ethanol producer, said Monday its fiscal fourth-quarter net income more than doubled, boosted by a gain of more than $600 million from asset sales and a 28% increase in net sales.

The Decatur, Ill., agricultural-processing company, however, showed a decline in operating profit in its corn business amid high corn costs and lower sales volume of corn-based ethanol. The company - which also recorded lower operating profit in its oilseeds business, excluding a gain related to an asset sale - said it expects its corn costs to fall amid a strong global crop and ethanol prices to decline in the current quarter.

ADM reported earnings of $954.8 million, or $1.47 a share, for the three months ending June 30, up from $410.3 million, or 62 cents a share, a year earlier. Net sales rose to $12.21 billion from $9.55 billion.

Results for the latest quarter included an after-tax gain from asset sales of $616 million, including $440 million in oilseeds processing and $158 million in agricultural services. Excluding those items, earnings were $418 million, or 65 cents a share.

The bottom line, excluding items, surpassed the average estimate of analysts surveyed by Thomson Financial, which pegged earnings at 59 cents a share, but investors weren't impressed. Shares of ADM were down 0.8% at $33.77 in recent trading, while shares of other U.S.-based ethanol producers were in positive territory.

"At first glance, ADM's quarterly results look impressive," Ann Gilpin, analyst at Morningstar Inc., said in a research note. "However, after accounting for one-time events like asset sales and other gains, the underlying results look weak."

Gilpin pointed to ADM's 13% decline in gross profit, which stood at $718 million in the fiscal fourth quarter. She said the company has been hit by declining margins in the oilseeds business and weaker ethanol sales in an increasingly competitive market.

Lower Ethanol Sales Volume

ADM 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.

In late June, the U.S. Department of Agriculture reported that farmers will sow nearly 93 million acres of corn this year, a 19% jump from last year. The huge crop could send corn prices lower over the next few months, providing some financial relief to ethanol producers.

Still, relying solely on corn puts ADM at the mercy of weather and political factors that could drive up grain prices. Furthermore, the U.S. ethanol market has grown increasingly competitive as the price of corn cuts into ethanol producers' profits.

In the fiscal fourth quarter, ADM's corn-processing operating profit fell 16% to $241 million. ADM executives said during a conference call that the latest quarter was up against a tough comparison from a year earlier, when ethanol inventories were built up in many markets as the gasoline additive methyl tertiary-butyl ether, or MTBE, was phased out and the amount of ethanol in the fuel mix increased.

ADM is preparing to enter the sugar-cane-ethanol business in Brazil. The company is exploring a variety of strategies, ranging from building sugar-cane mills and ethanol plants from the ground up to acquiring sugar-cane companies.

On Monday, ADM's Chief Executive Officer, Patricia Woertz, said that Brazilian ethanol operations provide "an opportunity for profitable growth for (ADM) regardless of what happens for (the company) in the U.S. market."

Capital Spending Increasing

ADM's oilseeds processing operating profit in the latest quarter more than tripled to $587.2 million, helped by a gain on the exchange of the company's interests in certain Chinese joint ventures for shares in Wilmar International Ltd. (F34.SG), the largest agricultural processing business in Asia.

Excluding the gain, oilseeds operating profit declined to $147 million from $ 195 million. ADM cited declines in European rapeseed and biodiesel margins.

Chief Financial Officer Douglas Schmalz said during the conference call that the rapeseed crop in Europe is smaller than expected and biodiesel imports are entering Europe, factors that will pressure rapeseed crush and biodiesel margins.

Agricultural services operating profit nearly tripled to $240.8 million, which ADM attributed to a gain on the sale of the company's Agricore United investment. Excluding that gain, results increased $5 million to $88 million in the segment.

Schmalz said that the anticipated large corn crop should translate into grain handling opportunities in agricultural services.

At other segments, which include the food, feed and industrial business as well as financial operations, operating profit rose 13% to $83.2 million, boosted by improved results in the financial division.

ADM plans to increase capital spending in fiscal 2008 to between $1.4 billion and $1.5 billion, versus $1.2 billion in the previous year. Woertz, the CEO, said 2008 will mark the peak in spending in its current capital projects program.

"Our realignment and sale of assets are on target," Woertz said. "Our strategic capital projects are all on schedule, and we see adequate global crops to meet all our needs."

-By Stephen Wisnefski, Dow Jones Newswires; 312-750-4142; stephen.wisnefski@ dowjones.com

(Mike Barris and Judy Lam contributed to this report.)


(END) Dow Jones Newswires
07-30-071307ET
Copyright (c) 2007 Dow Jones & Company, Inc.



Na, dann kann es sich morgen ja wieder beruhigen ...
Auf die Analystin gebe ich nichts, passiert immer das Gegenteil.
Siehe GPC Biotech: Kurz vor dem Absturz hat Goldman Sachs die Aktie noch zum Kauf empfohlen ...

Bis in drei Monaten ...

abs

[uak65]

Antwort auf Beitrag Nr.: 30.942.985 von ambodenstaendig am 30.07.07 21:32:05

re maispreis
die ethanolsprte ist doch relativ gering im verhältnis zum gesamtgeschäft. lässt dass nicht den schluss zu, daß ein niedriger maispreis dem gesamtunternehmen eher schadet. ist nur so eine vermutung - kannst/kennst du detailiertere zahlen?

[ambodenstaendig]

Aktueller Kommentar:

Archer Daniels Muddle
By Toby Shute July 31, 2007
1
Recommendation
Archer Daniels Midland (NYSE: ADM) made a boatload of money this quarter. Unfortunately, the lion's share came from one-time asset sales, like the company's investments in Tyson Foods (NYSE: TSN) and Overseas Shipholding Group (NYSE: OSG). Several business units had a tough time over the last few months, and the difficulty was made all the more glaring by a comparison to very strong results in the prior year.

ADM is the biggest corn processor in the world. This partially casts the company as a corn syrup supplier to the likes of Coca-Cola (NYSE: KO) and PepsiCo (NYSE: PEP). With major political support forming behind ethanol as a renewable, secure energy source, the company is also positioning itself to be the global leader in bioenergy. It's well on its way to achieving that goal, but there are going to be bumps in the road -- bumps like the higher corn costs that, combined with lower ethanol volumes, took the segment's profits down nearly 16%. I don't see high corn costs as a persistent problem; this year, farmers have planted the largest crop since World War II. This bodes well for improving margins in the corn processing segment in the present fiscal year, which began July 1.

Oilseeds processing also hit a snag in the quarter. Profits there dropped roughly 25% from last year's record quarter. The crop of rapeseed has come up short this year, which is pressuring margins in Europe. Excessive biodiesel imports have done the same.

Despite the quarterly margin squeezes, ADM still managed to meet or beat its profitability targets for the year. The company had sought a return on net assets 5% in excess of its estimated cost of capital, and it leaped that hurdle handily. Part of that success was attributable to costs staying under the threshold of $110/metric ton produced.

I'm personally not the biggest fan of ethanol as a solution to our energy demands, but ADM does strike me as a formidable operator, especially compared to its small rivals Pacific Ethanol (Nasdaq: PEIX) and Aventine Renewable Energy (NYSE: AVR). The company is shedding non-core assets, and the buzz is that it's preparing to enter the Brazilian sugarcane ethanol market.

If you believe in ethanol, you'd better believe in Archer Daniels Midland. Someday Wall Street may believe as well, and that's when the sparks will really fly.

[holscho]

Antwort auf Beitrag Nr.: 30.958.746 von ambodenstaendig am 31.07.07 22:04:58

ADM Directors Declare Cash Dividend
Wednesday August 1, 5:17 pm ET

DECATUR, Ill., Aug. 1 /PRNewswire-FirstCall/ -- The Board of Directors of Archer Daniels Midland Company (NYSE: ADM - News) today declared a cash dividend of 11.5 cents per share on the Company's stock payable September 5, 2007, to Shareholders of record August 15, 2007.
ADVERTISEMENT

This is ADM's 303rd consecutive quarterly payment, a record of 75 years of uninterrupted dividends. As of June 30, 2007, there were 643,359,573 shares of ADM stock outstanding.

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.

Source: Archer Daniels Midland Company

[holscho]

Antwort auf Beitrag Nr.: 30.985.230 von holscho am 02.08.07 15:23:05

Animal-feed producers like Archer Daniels Midland (NYSE: ADM) might have a new product offering in their future -- one that can help the planet and improve their environmental image. It seems that scientists are busy working on developing new kinds of food for cows that will help them burp less. This, believe it or not, could significantly decrease greenhouse gases and thereby reduce global warming. The average dairy cow burps up some 100 to 200 liters of methane per day.

....aus the Motley Fool von heute

[ambodenstaendig]

Antwort auf Beitrag Nr.: 30.985.230 von holscho am 02.08.07 15:23:05

Hinweis:

Nach dem nächsten Quartal wird die Dividende - traditionsgemäß - wohl wieder erhöht werden.

Grüsse,
abs

[holscho]

Antwort auf Beitrag Nr.: 30.988.146 von ambodenstaendig am 02.08.07 17:52:33

gegen eine höhere dividende werde ich mich nicht wehren

von heute...

Agriculture's Cream of the Crop

By Jim Cramer

About this article:
You've got Bunge on the move again, part of that terrific agriculture bull market that includes machines, seeds, fertilizers and grain storage. Bunge is the soybean fuel play, and it's a great company that is in the sweet spot, much more levered to biodegradable fuels than Archer Daniels Midland . And then there's Andersons , the grain merchant that delivered solid results, which was predicted yesterday by a prescient contributor to Stockpickr's excellent Answers section (when it's not about how bad NYSE Euronext is)! I like the fertilizer companies Potash , Mosaic and Agrium . Of course, Deere is stalled, but I don't think for long. But I think the best one here, the one you want to be in and one that was down today, is Monsanto ! This play may be going down because of worries that the corn crop could be too...

[holscho]

Antwort auf Beitrag Nr.: 30.995.007 von holscho am 02.08.07 22:49:29

heute auf TH geschlossen - ist doch mal was...

Sugar cane ethanol's not-so-sweet future
Despite environmental and economic benefits, trade protectionism, production issues likely to stand in the way of Brazilian exports hitting U.S. energy market en masse.
By Jeff Cox, CNNMoney.com contributing writer
August 6 2007: 3:00 PM EDT

NEW YORK (CNNMoney.com) -- Imagine a fuel that does not come from the Middle East, is about six times more economical to produce than corn ethanol and has the potential to help the environment because it requires few chemicals to grow.

Then imagine there's virtually no chance such a thing will ever come to the United States, at least in any appreciable numbers.

Meet sugar cane ethanol, a product fueling economic growth in Brazil, a nation that between its oil reserves and the burgeoning ethanol industry has attained energy self-sufficiency.

Brazil has spent billions of dollars over decades of research to develop the technology to mass produce ethanol from the millions of cane acres that spread along the South American landscape.

Green business
But due to a number of factors, primary among them the simple logistics of not being able to grow enough of the crop domestically, along with stringent tariffs against Brazilian sugar cane, that success is unlikely to be replicated in the U.S.

"The reason we use corn and grains in this country to make ethanol is that's what we produce best. It's the easier thing for us to do at the moment," said Matt Hartwig, spokesman for the Renewable Fuels Association. "The likelihood that cane will become a huge ethanol foodstock isn't high, though you may see it in the future."

Pitfalls and potholes
Brazil didn't have an easy road either in developing its sugar ethanol production.

Along the way, the country has seen its shares of pitfalls, including the mass emission of greenhouse gases through burning of cane fields when harvesting the crop, a practice the government is working to curtail.

Brazil also wrestled with the blend it uses, eschewing the 85 percent ethanol/15 percent gasoline combination used in most American flex fuels and using a 95 percent ethanol/5 percent additive blend.

Some experts say the Brazilian formula gets even less gas mileage than its corn ethanol counterpart, which itself gets lower mileage generally than gasoline.

The country also will need to invest perhaps $1 billion or more in infrastructure improvements over the next few years to keep up with demand, and the costs don't stop there as Brazil heaps billions in subsidies on its ethanol producers.

But Brazil has managed, probably more than any other nation in the world, to carve out a thriving ethanol industry that exports millions of barrels a year -including about 160 million to the U.S. - and provides about a million jobs for its residents.

Investor George Soros said in May he is investing $900 million in Brazilian ethanol, while Archer Daniels Midland (Charts, Fortune 500), in its earnings statement last week, said it was expanding into the market as well.

The industry in Brazil could serve as a template for the U.S. and others looking to implement strong biofuel practices. But with a strong corn lobby looking to protect its crop as the primary ethanol source, and the sugar industry standing tight guard over tariffs on Brazilian exports, the notion of cane being used on a broad scale in the U.S. seems remote at best.

Philip Hayes of the American Sugar Alliance said his group would stand strong against any governmental efforts to drop sugar tariffs.

"Certainly we would be opposed to that," he said. "There are 120 nations in the world that produce sugar, and there are 120 governments that intervene in sugar production in order to protect domestic producers from Brazilian sugar."

Congress stalks ethanol corn
In addition to tariffs, there are substantial production issues.

The U.S. climate simply isn't conducive to mass sugar cane growth, with the bulk concentrated in Florida and Louisiana. Brazil is expecting a record crop this year of 528 million tons; the U.S. is expected to produce about 3.7 million tons.

The U.S. government also is heavily subsidizing its own ethanol industry, to the tune of 51 cents per gallon produced, and is targeting billions in this year's farm and energy bills to develop additional non-corn ethanol sources, including some minor provisions devoted to sugar-based ethanol.

Meanwhile, the American tariff on Brazilian ethanol is 54 cents a gallon.

All that adds up to bad news for those hoping that Brazil's solution may help to ease, however gently, the U.S. transition away from Middle Eastern oil.

Still, some hold out hope, including veteran adman Stan Cotton, who works for an advocacy group calling itself the Foreign Oil Independence League. The group believes protectionist trade policies and powerful economic interests in the corn and oil industries are depriving Americans of a beneficial alternative fuel.

"Cane's got a 30-year history of working," Cane said. "Why wouldn't it work here?"

The answer to that question, according to Jerry Taylor from the libertarian Cato Institute, is that the picture in Brazil may not be as rosy as some paint. Should the Brazilian government not be able to keep up with its subsidies, the economics for sugar cane ethanol could get dicey.

"If the Brazilian government continues to heavily subsidize its ethanol, that might allow the fuel to compete successfully with oil and thus establish market share in U.S. fuel markets. But the proposition that Brazilian ethanol is economically competitive with gasoline absent subsidy is fundamentally incorrect," Taylor said.

Battle over ethanol benefits

[holscho]

Antwort auf Beitrag Nr.: 31.057.503 von holscho am 06.08.07 22:28:36

Sector Glance: Ethanol Producers Climb

Wednesday August 8, 4:38 pm ET
Ethanol Companies Up on Gasoline Inventory Report, Analyst Upgrades Aventine Stock to 'Buy'

NEW YORK (AP) -- Shares of ethanol producers rose Wednesday on reports that gasoline inventories dropped last week.
The U.S. Department of Energy reported that oil inventories fell by 4.1 million barrels for the week ended Aug. 3. Analysts had expected a decline of 2 million barrels.

Shares of Aventine Renewable Energy Holdings Inc. posted the largest gain in the sector after BB&T analyst Heather L. Jones upgraded the stock to "Buy" from "Hold." Jones said the stock is trading at a discount, and should rise to $19 over the next year. Shares rose $1.22, or 8 percent, to $16.39.

Elsewhere in the sector, shares of Pacific Ethanol Inc., which reports second-quarter earnings after the bell, gained 75 cents, or 6.2 percent, to $12.77.

Andersons Inc. shares added 52 cents, or 2.9 percent, to $48.28.

Shares of Archer Daniels Midland Co., the largest ethanol producer in the U.S., picked up 52 cents to $35.19.

US BioEnergy Corp. stock rose 55 cents, or 5.2 percent, to $11.15.

VeraSun Energy Corp. shares advanced 51 cents, or 3.6 percent, to $14.55.

[holscho]

Antwort auf Beitrag Nr.: 31.105.059 von holscho am 09.08.07 22:17:36

USDA Sees Huge Corn Harvest
Friday August 10, 9:58 am ET
U.S. Department of Agriculture Predicts Corn Harvest Will Be Largest in 74 Years

NEW YORK (AP) -- The U.S. Department of Agriculture on Friday estimated the nation's corn harvest will reach 13.1 billion bushels, up 24 percent from last year and amounting to the largest crop since 1933.

The USDA expects yields to average 152.8 bushels per acre, up from its earlier estimate of 150.3 bushels per acre.

Demand for corn in this country has risen sharply over the past two years, as the U.S. ethanol industry has grown rapidly and needs the grain to make the alternative fuel. Prices climbed to record highs earlier this year as a result but have tapered somewhat as expectations for a large crop increased.

Analysts have suggested that a crop estimate over 13 billion bushels would be bearish for corn prices.

The USDA also forecast soybean production of 2.63 billion bushels, down 18 percent from last year after farmers switched many more acres over to corn to take advantage of this year's high prices. Soybean yields are projected to average 41.5 bushels per acre.

[holscho]

Antwort auf Beitrag Nr.: 31.118.409 von holscho am 10.08.07 17:50:50

Oh Mann, die Kursentwicklung geht einem echt aufn Sack

[ShareAnalyst]

Antwort auf Beitrag Nr.: 31.121.353 von holscho am 10.08.07 21:16:40

Was für eine Entwicklung? da entwickelt sich gar nichts außer zurück!!!



http://www.worldofinvestment.com/wkn/854161/FRA/

Ist echt ein Trauerspiel was da geschieht!! Hoffe das sich das schnell ändert, ansonsten werde ich auch trotz Verlust den Wert aus meinem Depot vertreiben!!

[hope2]

Bin seit heute dabei.


Denke in den nächsten Tagen kommt die Wende,massive Unterstützung bei 31 Dollar.Habe meinen Stop knapp unter 30 Dollar gesetzt.

Gruß hope2

[hope2]

Boden getestet und gehalten

Gruß hope2

[uak65]

ich hab jetzt geschmissen, mehr als 25% verlust reichen mir, da außerdem in zukunft nach meiner überzeugung auch der usd noch nachgeben wird sehe ich hier keine hoffnung mehr auf besserung.
lieber ein ende mit schrecken als weiter sinnloses zittern
euch weiterhin viel glück

[holscho]

Antwort auf Beitrag Nr.: 31.353.116 von uak65 am 31.08.07 10:59:37

Press Release Source: Archer Daniels Midland Company

ADM Announces Appointments
Tuesday September 11, 10:00 am ET

DECATUR, Ill., Sept. 11 /PRNewswire-FirstCall/ -- Archer Daniels Midland Company (NYSE: ADM - News) today announced appointments in the Company's Commercial and Production group which is responsible for ADM's origination, merchandising, processing and marketing functions. John Rice, executive vice president, Commercial and Production, said, "These appointments advance our long-term and incremental business goals. I am confident that these individuals will provide leadership -- on both a personal and organizational level -- that will ensure ADM's continued success."

Effective immediately:
-- Scott Fredericksen has been named president, Rail Container and Supply Chain Transportation. Fredericksen will report to Craig Huss, vice president of Transportation and Grain.
-- John Guymon has been named vice president, Refined Oi Operations.Guymon will have global responsibility for ADM's refinery and biodiesel operations. He will report to Kevin Hess, production vice president,Oilseeds.
-- Mark Kolkhorst has been named president of ADM Milling. He will be responsible for all commercial aspects of the Company's Milling
business. Kolkhorst will relocate to Overland Park, Kansas, and report to Mark Bemis, vice president of Cocoa, Malt and Milling.
-- Kris Lutt has been named general manager, Specialty Feed Ingredients.He will be responsible for all global commercial aspects of the Specialty Feed Ingredients business. Lutt will report to Ed Harjehausen, senior vice president, Global Corn.
-- Kevin Swanson has been named general manager, Packaged Oils and will assume global responsibility for ADM's Packaged Oils operations.Swanson will report to Kevin Hess, production vice president, Oilseeds.
-- Joe Taets has been named managing director, European Oilseeds. He will manage all commercial aspects of European Oilseed Processing as well as serve as administrative head of ADM Europe. He will report to Mark Zenuk, vice president of Global Oilseeds.
-- Gary Towne has been named general manager, Global Risk and Ethanol, and has assumed additional responsibility for ADM's ethanol sales to fuel,beverage and industrial ethanol customers. Towne will report jointly to Ed Harjehausen and John Rice.

Biographical Information

During his 24 year tenure with ADM, Scott Fredericksen has held various merchandising and management positions within the North American Soybean division. In 1998, he was named vice president, North American Oilseeds, and in 2001, he was named senior vice president, Protein. Fredericksen went on to serve as president, Specialty Food Ingredients. In 2007, he was named president, North America Oilseed Processing. He received a Bachelor of Science degree in marketing and international business administration from the University of Minnesota in Mankato.

John Guymon joined ADM in 1985 and has held positions in refining, extraction and most recently as operations manager in Packaged Oils. He received a Bachelor of Science degree in chemistry from Bradley University.

During his 21 years with the Company, Mark Kolkhorst has gained a depth of experience through various management positions in grain merchandising, including vice president of both ADM/GROWMARK and Tabor Grain. In 2001, he was named vice president of sales for the Specialty Feed Ingredients division. In 2005, he was named president, Specialty Feed Ingredients. Kolkhorst received a Bachelor of Science degree in agri-business from Illinois State University.

Kris Lutt joined ADM in 2002 and previously served as vice president, Corn Processing. Prior to that appointment, he was the general manager, ADM/LSI, a food ingredients distribution network. He received a Bachelor of Science degree in biochemistry from the University of Nebraska and an MBA from Illinois State University.

Kevin Swanson joined the Company in 1985 and has served in several positions in the U.S. as well as Europe. He received a bachelor's degree from the University of Northern Iowa.

Joe Taets joined the Company in 1988 and has held various trading and management positions in both North America and Europe. He most recently served as president, European Oilseed Processing. Taets received a bachelor's degree from Iowa State University and a Master of Business Administration from Drake University.

Gary Towne joined ADM in 1997 and has served in a variety of management and merchandising positions. In 1999, he was named vice president, ADM Export Company; and in 2000, he was named vice president, Corn Processing. Towne received a bachelor's degree in accounting from Indiana University.

About ADM

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 27,000 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.




--------------------------------------------------------------------------------
Source: Archer Daniels Midland Company

[uak65]

Antwort auf Beitrag Nr.: 31.530.920 von holscho am 11.09.07 16:56:44

das ist ja alles ganz schön und war auch der grund für mein investment aber es tut sich im kurs fast garnichts und wenn dann noch ein schwacher usd dazukommt wird's einfach zuviel. ich erwarte, dass der dollar noch an die 1,50 ran kommt, dann kann man ja wieder über ein neues investment nachdenken.

[Stoni_I]

Antwort auf Beitrag Nr.: 28.889.605 von Stoni_I am 18.04.07 23:00:54

Meine Einschätzung von mitte April - Euro-$ lag seinerzeit bei 1,3577 hat sich bislang bestätigt.

Auch die Einschätzung, das ADM von allen Biokraftstoffplayern noch der beste Wert ist - siehe stärkere Kursrückgänge bei den anderen Werten. Petrobras als börsennotierter Ethanolverteiler schließe ich hier mal aus. Brasilianische Ethanolproduzenten sind mir nicht bekannt.

Man kann angesichts der US-Zinssenkung nicht ausschließen, das die USA in ihrer "Verschuldungsorgie" weitermachen - jedenfalls solange noch ein Herr Bush an der Macht ist, der ohne Rücksicht auf die Kosten agiert. Langfristig kann man vielleicht auch nicht mehr völlig ausschließen, das die Abrechnung in Dollar beim Öl auf eine andere Währung umgestellt wird. Jedenfalls ist währungsseitig eher nicht mit einer Unterstützung für US-Aktieninvests auszugehen.

Und nach dem OECD-Bericht ist ethanolmäßig auch wieder alles offen. ADM hat ja aber sehr viele und vor allem sehr abgesicherte Standbeine - die Weltbevölkerung wächst und gegessen wird immer.

Kurzum: Ich erwarte weiter nicht, das sich diese Aktie auf Sicht 2008 besser entwickelt als ein simples DAX-Indexzertifikat.

[hope2]

Press Release Source: ConocoPhillips


ConocoPhillips and Archer Daniels Midland Company Announce Alliance to Develop Next-Generation Biofuels
Thursday September 27, 10:00 am ET


HOUSTON & DECATUR, Ill.--(BUSINESS WIRE)--ConocoPhillips (NYSE:COP - News) and Archer Daniels Midland Company (NYSE:ADM - News) today announced that they have agreed to collaborate on the development of renewable transportation fuels from biomass.
The alliance will research and seek to commercialize two components of a next-generation biofuel production process:

The conversion of biomass from crops, wood or switchgrass into biocrude, a non-fossil substance that can be processed into fuel; and
The refining of biocrude to produce transportation fuel.
"ConocoPhillips believes that the development of next-generation biofuels is a critical step in the diversification of our nation's energy sources," said Jim Mulva, chairman and chief executive officer, ConocoPhillips. "We are hopeful that this collaboration will provide innovative technology toward the large-scale production of biofuels that can be moved efficiently and affordably through existing infrastructure."

Patricia Woertz, chairman and chief executive officer, ADM, added, "As we advance our global bioenergy interests, this alliance with ConocoPhillips represents an important next step. Innovative collaboration like this will identify and bring to market feasible, economic and sustainable next-generation biofuels."

About ConocoPhillips

ConocoPhillips is an integrated energy company with interests around the world. Headquartered in Houston, Texas, the company had approximately 37,900 employees, $171 billion of assets, and $177 billion of annualized revenues as of June 30, 2007. For more information, go to www.conocophillips.com.

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 and meal, corn sweeteners, flour and other value-added food and feed ingredients. Headquartered in Decatur, Illinois, ADM has over 27,000 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.

CAUTIONARY STATEMENT FOR THE PURPOSES OF THE "SAFE HARBOR" PROVISIONS OF THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995

This press release contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that contain projections about revenues, income, earnings and other financial items, plans and objectives for the future, future economic performance, or other projections or estimates about assumptions relating to these types of statements. These statements usually relate to future events and anticipated revenues, earnings, business strategies, competitive position or other aspects of operations or operating results. In many cases you can identify forward-looking statements by terminology such as "anticipate," "estimate," "believe," "continue," "could," "intend," "may," "plan," "potential," "predict," "should," "will," "expect," "objective," "projection," "forecast," "goal," "guidance," "outlook," "effort," "target" and other similar words. However, the absence of these words does not mean that the statements are not forward-looking. The forward-looking statements are based on the expectations, estimates and projections of Archer Daniels Midland Company and ConocoPhillips about their respective businesses and industries in general on the date this statement was released. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecast in such forward-looking statements. Economic, business, competitive and regulatory factors that may affect Archer Daniels Midland Company and ConocoPhillips' business are generally as set forth in their filings with the Securities and Exchange Commission (SEC). Neither Archer Daniels Midland Company nor ConocoPhillips are under any obligation (and expressly disclaim any such obligation) to update or alter these forward-looking statements whether as a result of new information, future events or otherwise.



Gruß hope2

[hope2]

Berlin (aktiencheck.de AG) - Die Experten von "Fuchsbriefe" stufen die Aktie von Archer Daniels Midland (ISIN US0394831020/ WKN 854161) mit "kaufen" ein. Archer Daniels Midland zähle zu den größten Agrarkonzernen der Welt. Das traditionsreiche Unternehmen aus dem mittleren Westen der USA bestehe seit mehr als 100 Jahren. ADM verarbeite Mais, Sojabohnen, Weizen und Kakao zu Grundstoffen für die Nahrungsmittelindustrie und zu Treibstoffen. Bei der Produktion von Bioethanol aus Mais seien die Amerikaner Marktführer. Die ADM-Aktie versuche sich momentan an einer Bodenbildung. Im Frühjahr hätten einige Anleger noch 45 USD bezahlt, mit 33,36 USD sei der Titel nun preiswert. Schließlich habe ADM im am 30. Juni beendeten Geschäftsjahr 2006/2007 rund 3,30 USD pro Aktie verdient. Hieran habe zwar eine Firmentransaktion in Asien erheblichen Anteil. Für das laufende Geschäftsjahr würden die Analysten aber einen Überschuss von immerhin 2,30 USD erwarten, woraus sich ein KGV von 14 errechne. Auf dem aktuellen Kursniveau stelle Archer Daniels Midland ein grundsolides Basisinvestment dar. Hoffnungsträger bleibe die Ethanolsparte, in der ADM weiter wachsen wolle. Lasse sich mit Biokraftstoff demnächst wieder mehr Geld verdienen, sollte die Aktie in höhere Kursregionen vorstoßen. Die Experten von "Fuchsbriefe" stufen die Aktie von Archer Daniels Midland mit "kaufen" ein. Das Kursziel sehe man bei 38 USD. (Ausgabe 39 vom 27.09.07) (28.09.2007/ac/a/a)

Gruß hope2

[hope2]

AP
Sector Snap: Ethanol Up on Citi Comments
Thursday October 11, 12:08 pm ET
Ethanol Stocks Rise After Citi Analyst Points to Bullish Outlook From Industry Leader


NEW YORK (AP) -- Ethanol stocks rose Thursday after a Citi analyst said the head of the industry's trade association is bullish on pricing.
Citi cited comments from Bob Dinneen, president and chief executive of the Renewable Fuels Association, who said ethanol prices are "at or near a bottom," in a conference call with Citi analysts. Dineen also said an increased renewable fuel standard is likely to be included in a new energy bill.

ADVERTISEMENT


Ethanol shares have suffered recently as overproduction caused prices to fall sharply at the same time corn prices were rising. At the same time, ethanol companies have added capacity even as refiners declined to do so, exacerbating the glut.

Dineen said ethanol capacity additions are being delayed as a result of the overabundance and believes there will soon be strong demand from new markets and increased blending requirements, according to Citi.

Dineen cited Florida, Georgia, California and Midwest markets as key drivers, saying those regions will require up to 5.5 billion gallons per year of ethanol.

In addition, a Banc of America Securities report said corn prices should fall in the short term. However, analyst Eric Brown expects that in 2008 and 2009 prices will rise sharply again.

"Near-term, lower corn prices should benefit ethanol production margins," Brown said in a note Thursday. "Lower corn prices are particularly positive for VeraSun given the company's unhedged position on corn."

Shares of VeraSun Corp. rose 66 cents to $12.20. The stock has risen almost 22 percent since last Wednesday, but is down more than 38 percent since the start of the year.

Archer-Daniels-Midland Co., the nation's largest ethanol producer, rose 48 cents to $34.41. ADM, a diversified agricultural company that can focus on products other than ethanol to boost results, has risen about 7.5 percent this year.

In contrast, Aventine Renewable Energy Holdings Inc. fell a dime to $10.27. The stock has been on a downward trend since mid-July and has fallen more than 56 percent this year


Gruß hope2

[hope2]

UPDATE 2-Iraq buys 300,000 T U.S. wheat - officials

http://www.reuters.com/article/marketsNews/idUKL129764020071…

Gruß hope2

[hope2]

Metabolix Announces Results of Life Cycle Assessment for Mirel(TM) Bioplastics


Metabolix Inc. (NASDAQ:MBLX) today announced that Telles(TM), its joint venture with Archer Daniels Midland Company (NYSE:ADM), has released the findings of an independent life cycle assessment (LCA) for Mirel(TM) bioplastic resin. The LCA study, conducted by Dr. Bruce Dale, professor of Chemical Engineering at Michigan State University, determined that production of Mirel reduces the use of nonrenewable energy by more than 95% and provides a 200% reduction in greenhouse gases (GHG) compared to production of conventional petroleum-based plastics.



Because Mirel is made from corn and utilizes renewable energy in its production, either directly or via offset, the environmental benefits are significant. The LCA measures the environmental impact of Mirel from "cradle to factory gate." Mirel requires only 2.5 MJ/kg of nonrenewable energy per kilogram verses 70 MJ/kg for olefins such as polypropylene and polyethylene. Mirel actually has a negative net CO2 footprint, showing a net result of -2.2 GHG emissions (kg CO2 eq. /kg) compared to a +2.0 GHG emissions (kg CO2 eq. /kg) for these olefin based polymers.

Mirel is a family of biobased, sustainable and biodegradable plastics with high-performance characteristics including excellent resistance to heat and hot liquids. Mirel biodegrades in a wide range of environments: soil, home compost, industrial compost and both fresh and salt water.

Jay Kouba, Chairman and CEO of Metabolix, stated, "The results of this independent study actually exceeded our expectations. It confirms the environmental benefits of Mirel bioplastics and its underlying technology. Our current and prospective customers can be confident, and proud, in telling their consumers that products containing Mirel are far better for the environment than conventional plastics." Telles, the Metabolix and ADM joint venture, is currently working with customers evaluating a variety of applications while constructing its commercial scale production plant which is expected to begin operations in late 2008.

Professor Dale will be publishing the results of the Mirel LCA and speaking at the Symposium on Biotechnology for Fuels and Chemicals in May 2008. Professor Dale commented, "Making informed decisions based on a product's environmental impact requires an understanding of its entire life cycle, from the activities required to produce its raw materials to the manufacturing process. Our LCA research validates Mirel's significant reductions in greenhouse gases and non-renewable fuel use through its entire life cycle when compared to conventional plastics.

Gruß hope2

[hope2]

ADM Officially Opens First U.S. Commercial Biodiesel Plant in North Dakota, an Industrial Info News Alert
Monday October 15, 7:01 am ET



SUGAR LAND, TX--(MARKET WIRE)--Oct 15, 2007 -- Researched by Industrial Info Resources (Sugar Land, Texas) -- Archer Daniels Midland Company (ADM) (NYSE:ADM - News) has begun producing biodiesel at its new and only U.S. biodiesel plant near its vegetable oil refinery and crushing operation.

Gruß hope2

[hope2]

Archer Daniels Midland Company Earnings Call scheduled for Tue, Nov 6
CCBN (Fri 12:55am)


Gruß hope2

[hope2]

Green Plastics Find Cautious Market
Monday October 22, 9:01 am ET
By Mark Jewell, AP Business Writer
Makers of Emerging Plant-Based Plastics Hope to Carve Larger Market Niche


CAMBRIDGE, Mass. (AP) -- Target offers shoppers an unusual message about its gift cards at some stores, advising that they are biodegradable. "Just make sure you spend them first," the displays conclude.
ADVERTISEMENT


This isn't just a marketing gimmick. Plastics made from corn and other plants are carving a tiny niche from the market for conventional petroleum-based plastics and being touted as green alternatives for everything from bulk food containers to lipstick tubes and clothing fiber -- as well as gift cards.

So-called "bioplastics" offer the world a way to wean itself off oil, and most biodegrade to varying degrees. But their makers' green argument is complex, and environmentalists are cautious in their support.

Manufacturing bioplastics produces carbon dioxide, which contributes to global warming. The materials are made from crops -- corn, switchgrass, sugar cane, even sweet potatoes -- that require land and water to grow. Some sound alarms because genetically modified organisms are used to spur the fermentation that creates them. And recycling them presents still other pitfalls.

They also can cost three times more than conventional plastics, which gives businesses pause about adopting them. Until bioplastics expand beyond their current tiny fraction of the overall plastics market, the road to popularity is expected to be rough.

"It's almost a chicken-and-egg scenario," said David Cornell of the Association of Postconsumer Plastic Recyclers. "It might someday reach that critical mass, but it has to happen very quickly, because in the meantime it can be a nuisance for us."

Bioplastics' main benefit would be to reduce from 10 percent the share of U.S. petroleum consumption that goes into plastic. The types that are biodegradable also could help compensate for the country's slow progress in recycling -- only about 6 percent of plastic made in the U.S. was recycled in 2005, according to the U.S. Environmental Protection Agency.

Bioplastics also lack toxins like polyvinyl chloride that have raised health concerns and led California Gov. Arnold Schwarzenegger this month to sign legislation banning chemicals called phthalates from toys and baby products.

"This is a promising new technology that faces some challenges," said Mike Schade of the Center for Health, Environment & Justice, a Falls Church, Va.-based nonprofit. "But we don't view them as insurmountable, if the industry is willing to face them head-on."

The market's newest entrant is Mirel, from Cambridge-based Metabolix Inc. It more easily biodegrades than rival materials and, unlike others, can break down in a backyard compost bin. Its first consumer application came in July when Target Corp. began using it in gift cards at 129 stores. Metabolix is talking with potential clients about dozens more applications for Mirel, from razor blade handles to a coating for disposable coffee cups.

Agricultural processor Archer Daniels Midland Co. provides corn feedstock for making Mirel, which requires genetically engineered bacteria to aid in fermentation.

The most widely used bioplastic, NatureWorks -- a product of a subsidiary of Minnesota-based Cargill Inc. -- also is corn-based and biodegradable. It is made without genetically modified bacteria. Some of the corn that goes into it is modified, raising environmental concerns on the sourcing end, but the company notes that protein from the corn is destroyed in processing. NatureWorks already is used in dozens of products, including water bottles -- an application unsuited to Mirel, which isn't transparent.

Other bioplastics that biodegrade to some degree include Ecoflex, from German chemical company BASF AG; Mater-Bi, from Italy's Novamont SPA; and Cereplast, from a Hawthorne, Calif.-based company by the same name. And two major conventional plastics makers -- DuPont Co. and Brazilian chemical company Braskem SA -- make recyclable bioplastic that isn't biodegradable, the first from corn and the second from sugar cane.

No figures are available on overall bioplastics production, but bioplastics makers acknowledge the products occupy a tiny niche in the global plastics market, which totals $250 billion and produces 360 billion pounds a year. By comparison, the 300 million pound capacity of NatureWorks' Nebraska production plant is less than one-tenth of 1 percent of the market total.

For most biodegradable bioplastics, including NatureWorks, an industrial compost plant is recommended -- facilities that are few and far between. The products are stable in places where microbes and moisture are minimal, as on a kitchen shelf. Metabolix says Mirel will decompose in a backyard compost within two months and about twice as slowly in soil, rivers, lakes or the ocean. But very few Americans compost, and most who do try not to include even paper products, let alone unfamiliar bioplastics.

"There's a lot more to it than saying it's scientifically and technologically possible to compost these materials," said Betty McLaughlin of the Container Recycling Institute, a nonprofit encouraging greater materials recovery and recycling.

And, just as different types of petroleum-base plastic can't be mixed in recycling, bioplastics should not be mixed with any conventional plastic because even tiny quantities can irreparably contaminate some melted petroleum-based plastics that have higher melting points, Cornell said.

"The sustainability concept is taking hold broadly, including in the corporate sector," said McLaughlin. "But these materials face a long road gaining acceptance."

A major bump on that road will be their cost. But, in another chicken-and-egg paradox, growing the market for bioplastics is key to bringing down their price, industry leaders said. NatureWorks says its production costs are just 10 percent to 20 percent above those of conventional plastics. Companies buying Mirel pay about $2.50 a pound, compared with 70 cents to 90 cents for petroleum-based resin, although the price difference is expected to shrink as quantities grow and oil prices rise.

Tamara Nameroff, acting director of the American Chemical Society's Green Chemistry Institute, said being as good as the product it replaces is not good enough for any green product, "even if you've proved you can make it environmentally friendly."

"You have to show a cost advantage to what it's replacing," she said. "The idea that people just want to purchase environmentally friendly products has been demonstrated in some markets, but not universally."

Though most consumers lack the patience to sort out all the arguments, environmental friendliness can sell. Ralph DiMatteo, 48, of Painesville Township, Ohio, said after learning Sam's Club gift cards are made of NatureWorks plastic that he would buy them as holiday gifts.

"I don't spend a lot of time researching these kinds of things, but if something is presented to me properly to show how my effort can make a difference for the environment, I'm willing to pay a couple extra cents," DiMatteo said.

For now, Metabolix is banking on that kind of attitude, said co-founder and chief scientific officer Oliver Peoples.

"We believe that there is a segment of the population that is willing to pay to basically feel better about using plastics," Peoples said. "And if a company decided it wanted to go in that direction of charging $2.03 for a cup of coffee rather than $2, our view is that we're adding something to their brand."


Gruß hope2

[hope2]

Press Release Source: Archer Daniels Midland Company


ADM Forms Industrial Chemicals Group
Monday October 29, 11:00 am ET
ADM appoints Janet Mann to lead business


DECATUR, Ill., Oct. 29 /PRNewswire-FirstCall/ -- Archer Daniels Midland Company (NYSE: ADM - News) has formed an industrial chemicals group with a focus on dramatically increasing ADM's presence in industrial markets. This business will leverage ADM's processing expertise, fermentation and separation technologies and global distribution network to expand ADM's product offerings in industrial chemicals by working to commercialize additional chemicals from renewable feedstocks.
ADVERTISEMENT


"Renewable, biobased industrial chemicals fit into two major trends that we're seeing in the marketplace: the desire to improve a product's environmental footprint and the desire to reduce the use of petroleum-based products. In the short-term, we see opportunity to commercialize direct replacements for typically petroleum-derived chemicals. And in the longer-term, we see even more opportunities to develop new chemicals which provide increased functionality and are better for the environment. As one of the world's largest processors of renewable feedstocks, ADM has a unique opportunity to succeed in this area," said John Rice, executive vice president, Commercial and Production.

To lead the new industrial chemicals business, ADM has hired Janet Mann as general manager, Industrial Chemicals, reporting to Rice. Mann joins ADM from Chemtura Corporation where she was vice president and general manager, Performance Specialties. Mann previously served as business director for The Dow Chemical Company and executive vice president of Dow's ANGUS Chemical subsidiary. She received a Master of Business Administration degree in finance from DePaul University and a Bachelor of Science degree in chemistry from Bradley University.

"The demand for biobased solutions is growing rapidly in the industrial segment. ADM has the assets and knowledge to commercialize many chemicals from renewable agricultural feedstocks, and I am very excited to join the team," said Mann.

"Janet brings a deep understanding of the chemical and plastics industry to the ADM team. She has expertise in developing and implementing successful business strategies focused on growth in the chemical industry," said Rice.

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 27,000 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


Gruß hope2

[hope2]

Press Release Source: Archer Daniels Midland


Archer Daniels Midland Reports First Quarter Results
Tuesday November 6, 7:00 am ET


DECATUR, Ill., Nov. 6 /PRNewswire-FirstCall/ -- Archer Daniels Midland (NYSE: ADM - News)

* Net earnings for the quarter ended September 30, 2007 increased
$38 million to $441 million - $.68 per share from $403 million - $.61
per share last year.

"ADM delivered record first quarter earnings," said Chairman
and CEO Patricia A. Woertz. "These exceptional results
demonstrate the strength of ADM's diversified asset and
product portfolio. Where excellent first quarter earnings
of a year ago reflected steep growth in the ethanol market,
our record first quarter earnings this year demonstrate our
strengths in sweeteners & starches, oilseed processing and
our global capabilities in grain merchandising and handling.
With our unique business model, spanning diverse markets, we
are capturing value from changing market conditions."

* Segment operating profit for the quarter increased 23% to $797 million
from $648 million last year.

* Oilseeds Processing operating profit increased on improved margin
conditions, due to strong global protein and oil demand.

* Corn Processing operating profit declined due to lower ethanol
sales prices and volumes and higher net corn costs. Last year's
Bioproducts results reflect the positive impact on ethanol volumes
and prices of the phase out of MTBE.

* Agricultural Services operating profit increased due to improved
global grain merchandising and handling results.

* Other operating profit increased primarily due to improved
Financial private equity fund investment results.



* Financial Highlights
(Amounts in millions, except per share data and percentages)

THREE MONTHS ENDED
9/30/2007 9/30/2006 % CHANGE
Net sales and other operating
income $ 12,828 $ 9,447 36 %
Segment operating profit $ 797 $ 648 23 %
Net earnings $ 441 $ 403 9 %
Earnings per share $ .68 $ .61 11 %
Average number of shares
outstanding 647 661 (2)%



Discussion of Operations

Net sales and other operating income increased 36% to $12.8 billion. Increased selling prices resulting from sharp rises in commodity prices accounted for approximately 75% of the increase while higher sales volumes, principally vegetable oil and wheat, accounted for the remaining 25% increase.


A summary of first quarter operating profit and net earnings is as
follows:



First Quarter
FY 2008 FY 2007 Inc (Dec)
Oilseeds Processing $209 $170 $39
Corn Processing 253 289 (36)
Agricultural Services 229 115 114
Other 106 74 32
Segment operating profit 797 648 149
Corporate (150) (72) (78)
Earnings before income taxes 647 576 71
Income taxes (206) (173) (33)
Net earnings $441 $403 $38



Net earnings increased $38 million due principally to a $149 million increase in segment operating profits partially offset by increased corporate charges related principally to LIFO inventory valuations and costs associated with the realignment of our organizational structure. In addition, income taxes increased due primarily to the increased pretax earnings and to a higher effective tax rate resulting from changes in the geographic mix of earnings.




Oilseeds Processing
Operating profits consist of earnings from:

First Quarter
FY 2008 FY 2007 Inc (Dec)
Crushing and origination $131 $104 $27
Refining, packaging, biodiesel, and other 62 49 13
Asian joint ventures 16 17 (1)
Total Oilseeds Processing $209 $170 $39



Oilseeds Processing operating profit increased $39 million to $209 million from $170 million last year due principally to strong global demand for protein meal and oil. Worldwide crush volumes increased 2.4% to 7.2 million metric tons. Crushing and origination results increased $27 million due principally to better crush margins in North America and improved origination results in South America partially offset by a reduction in crush margins in Europe. Value added refining, packaging and biodiesel results increased $13 million principally from improved refining volumes and margins. Fiscal year 2008 results include asset abandonment charges of $3 million.




Corn Processing
Operating profits consist of earnings from:

First Quarter
FY 2008 FY 2007 Inc (Dec)
Sweeteners and starches $164 $119 $45
Bioproducts 89 170 (81)
Total Corn Processing $253 $289 $(36)



Corn Processing operating profit decreased $36 million to $253 million from $289 million last year due principally to lower ethanol sales prices and volumes and higher net corn costs which were partially offset by favorable risk management results. Sweeteners and Starches operating profit increased $45 million to $164 million on higher average sweetener and starch selling prices partially offset by higher net corn costs. Bioproducts results declined $81 million to $89 million due principally to higher net corn costs and lower ethanol selling prices and volumes. Last year's Bioproducts results reflect the positive impact on ethanol volumes and prices of the phase out of MTBE.




Agricultural Services
Operating profits consist of earnings from:

First Quarter
FY 2008 FY 2007 Inc (Dec)
Merchandising and handling $185 $65 $120
Transportation 44 50 (6)
Total Agricultural Services $229 $115 $114



Agricultural Services results increased $114 million to $229 million due principally to improved global merchandising and handling results as volatile commodity market conditions, large North American crops and global wheat shortages provided profit opportunities. Transportation results declined due principally to lower barge freight volumes.




Other
Operating profits consist of earnings from:

First Quarter
FY 2008 FY 2007 Inc (Dec)
Wheat, cocoa and malt $38 $43 $(5)
Financial 68 31 37
Total Other $106 $74 $32



Other operating profit increased $32 million due principally to improved results of private equity fund investments and gains on sales of securities. This increase was partially offset by a decrease in Wheat, Cocoa and Malt operating profits due principally to decreased cocoa processing results as higher cocoa bean and carrying costs negatively impacted press margins.




Corporate
Corporate results consist of the following:

First Quarter
FY 2008 FY 2007 Inc (Dec)
LIFO (charge) $(83) $(17) $(66)
Investment income 41 18 23
Corporate costs (90) (70) (20)
Other (18) (3) (15)
Total Corporate $(150) $(72) $(78)



First Quarter FY08 corporate costs include a $23 million charge resulting from an organizational realignment initiative.

Conference Call Information

Archer Daniels Midland Company will host a conference call and audio Web cast at 8:00 a.m. Central Time on Tuesday, November 6, 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: www.admworld.com/webcast. To listen by phone, dial 866-362-4832 or 617-597-5364; the access code is 96292944. Replay of the call will be available beginning on November 6, 2007, at 11:00 a.m. Central Time and ending November 13, 2007. To listen to the replay by telephone, dial 888-286-8010 or 617-801-6888; the access code is: 43916326. To listen to the replay online, visit www.admworld.com/webcast.

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/.


(Financial Tables Follow)



ARCHER DANIELS MIDLAND COMPANY
CONSOLIDATED STATEMENTS OF EARNINGS
(unaudited)

Three months ended
September 30
2007 2006
(in millions, except per
share amounts)
Net sales and other operating income $ 12,828 $ 9,447
Cost of products sold 11,898 8,581
Gross profit 930 866
Selling, general and administrative expenses 354 310
Other income - net (71) (20)
Earnings before income taxes 647 576
Income taxes 206 173
Net earnings $ 441 $ 403

Diluted earnings per common share $ .68 $ .61
Average number of shares outstanding 647 661

Other income - net consists of:
Interest expense $ 88 $ 97
Investment income (63) (61)
Net gain on marketable securities transactions (15) (4)
Equity in earnings of unconsolidated affiliates (85) (57)
Other - net 4 5
$ (71) $ (20)

Operating profit (loss) by segment is as follows:
Oilseeds Processing $ 209 $ 170
Corn Processing 253 289
Agricultural Services 229 115
Other 106 74
Total segment operating profit 797 648
Corporate (150) (72)
Earnings before income taxes $ 647 $ 576



ARCHER DANIELS MIDLAND COMPANY
SUMMARY OF FINANCIAL CONDITION
(unaudited)

September 30, June 30,
2007 2007
(in millions)
NET INVESTMENT IN
Working capital $ 10,082 $ 7,787
Property, plant, and equipment 6,228 6,010
Investments in and advances to affiliates 2,624 2,498
Long-term marketable securities 684 657
Other non-current assets 838 831
$ 20,456 $ 17,783

FINANCED BY
Short-term debt $ 2,523 $ 468
Long-term debt, including current maturities 4,800 4,817
Deferred liabilities 1,313 1,245
Shareholders' equity 11,820 11,253
$ 20,456 $ 17,783


SUMMARY OF CASH FLOWS
(unaudited)
Three Months Ended
September 30
2007 2006
(in millions)
Operating Activities
Net earnings $ 441 $ 403
Depreciation and asset abandonments 185 171
Other - net 17 7
Changes in operating assets and liabilities (1,853) (504)
Total Operating Activities (1,210) 77
Investing Activities
Purchases of property, plant and equipment (359) (251)
Net assets of businesses acquired (5) (20)
Other investing activities 140 (45)
Total Investing Activities (224) (316)
Financing Activities
Long-term debt borrowings 17 10
Long-term debt payments (39) (42)
Net borrowings under lines of credit 2,041 168
Purchases of treasury stock (60) -
Cash dividends (74) (66)
Proceeds from exercises of stock options 7 14
Total Financing Activities 1,892 84
Increase (decrease) in cash and cash equivalents 458 (155)
Cash and cash equivalents - beginning of period 663 1,113
Cash and cash equivalents - end of period $ 1,121 $ 958






--------------------------------------------------------------------------------
Source: Archer Daniels Midland


Gruß hope2

[holscho]

Antwort auf Beitrag Nr.: 32.306.942 von hope2 am 06.11.07 13:15:00

Der Sprung war lange überfällig - bleibt für mich ein Basisinvestment!

[Yetibik]

Ich freue mich endlich geht es in den Norden

Archer Daniels Midland verbucht Gewinn- und Umsatzsprung, Aktie legt zu
Decatur (aktiencheck.de AG) - Der amerikanische Agrarkonzern Archer Daniels Midland Co. (ISIN US0394831020 (Nachrichten)/ WKN 854161) verbuchte im ersten Quartal dank höherer Absatzpreise für Saatgut einen deutlichen Ergebnisanstieg.

Wie der Konzern am Dienstag erklärte, lag der Nettogewinn im Berichtszeitraum bei 441 Mio. Dollar bzw. 68 Cents je Aktie, nach 403 Mio. Dollar bzw. 61 Cents je Aktie im Vorjahreszeitraum. Der Gesamtumsatz kletterte von 9,45 Mrd. Dollar auf 12,83 Mrd. Dollar, was einem Plus von 36 Prozent entspricht. Analysten hatten zuvor ein EPS von 59 Cents je Aktie sowie einen Umsatz von 10,64 Mrd. Dollar erwartet.

Für das laufende Quartal liegen die Analystenschätzungen bei einem EPS von 69 Cents sowie einem Umsatz von 12,28 Mrd. Dollar.

Die Aktie gewinnt vorbörslich aktuell 6,63 Prozent auf 36,81 Dollar. (06.11.2007/ac/n/a)

[hope2]

Ahead of the Bell: ADM Upgraded
Wednesday November 7, 8:58 am ET

http://biz.yahoo.com/ap/071107/archer_daniels_ahead_of_the_b…

Gruß hope2

[Maxom]

Jetzt ist der richtige Zeitpunkt zum Einsteigen. Von 25 wieder nach 35 - so peu à peu.

[hope2]

Antwort auf Beitrag Nr.: 32.358.613 von Maxom am 09.11.07 11:26:56

Richtig.

Da die Unterstützung bei 32 Dollar gehalten hat und der Abwärtstrend seit Mai 2006 gebrochen wurde.Da sind klare Kaufsignale.
Werde heute nachlegen.

Gruß hope2

[hope2]

Antwort auf Beitrag Nr.: 32.358.958 von hope2 am 09.11.07 11:49:03

Bin mal gespannt ob sich das Kaufsignal bei den schwachen U.S -Börsen bestätigt.

Archer Daniels Midland interessant

Düsseldorf (aktiencheck.de AG) - Die Experten der "Wirtschaftswoche" halten die Aktie von Archer Daniels Midland (ISIN US0394831020/ WKN 854161) für ein interessantes Investment. Der Konzern sei einer der weltweit größten Verarbeiter von Agrarprodukten. Im Septemberquartal habe Archer Daniels Midland einen Gewinn von 441 Mio. USD erwirtschaftet, was einer Steigerung gegenüber dem Vorjahreszeitraum von rund 10% entspreche. Der Umsatz sei um 36% auf 12,83 Mrd. Euro vorangekommen. Mit einem KGV 2008/09e von 12,6 sei der Titel im Branchenvergleich nicht hoch bewertet. Anleger sollten dennoch wegen einer Crashgefahr an den Börsen Cash für Abstauberkäufe reservieren. Nach Meinung der Experten der "Wirtschaftswoche" weist die Aktie von Archer Daniels Midland ein attraktives Chance/Risiko-Verhältnis auf. Eingegangene Positionen sollten bei 31,60 USD abgesichert werden. (Ausgabe 46) (12.11.2007/ac/a/a)

Gruß hope2

[vendaro]

Antwort auf Beitrag Nr.: 32.403.025 von hope2 am 13.11.07 10:03:47

hallo hope,

ich sehe, du hältst die stellung.

bin immer noch dabei bei archer und habe zudem einen
weiteren interessanten agrarwert gefunden:
chaoda modern agriculture - gelistet in hk, aber
zum glück bei weitem nicht so hoch bewertet, wie
andere titel dort...

jetzt hoffen wir mal, daß die amis endlich mal
grün schliessen!

[hope2]

Antwort auf Beitrag Nr.: 32.409.789 von vendaro am 13.11.07 16:32:11

Hallo vendaro

Wo hast du denn diesen Wert ausgegraben?

Bewertung wirklich nicht schlecht,doch nach meiner Meinung wird sich der Wert einem Kurschrutsch in China nicht entziehen können und China zeigt typische Zeichen einer Blase.

Der Wert wäre mir zu heiß.

Gruß hope2

[vendaro]

Antwort auf Beitrag Nr.: 32.410.754 von hope2 am 13.11.07 17:12:26

ich habe mal geschaut, welche aktien der fonds robeco emerging stars in seinem portfolio hält und so bin ich auf den wert gestossen.

nun mit chinesischen aktien gebe ich dir recht, deshalb (aber nicht nur) ist buffet aus petrochina raus - aber genauso haben wir bei uns eine solarblase - und da investiere ich lieber in einen chinesischen wert mit kgv 6-7 als einen deutschen mit kgv 40-50...

anbei die homepage:
www.chaoda.com.hk

[hope2]

Antwort auf Beitrag Nr.: 32.413.496 von vendaro am 13.11.07 19:12:14

Versteh mich nicht falsch,der Wert ist wirklich nicht uninterresant,doch du hast meiner Meinung nach ein sehr hohes Risiko.Die Märkte dort sind nicht sehr liquide und wenn es denn rutschen sollte kommst du aller Wahrscheinlichkeit nicht mehr gut raus.
Andererseits vielleicht läuft China ja noch eine zeitlang weiter und du verdienst ganz gut.Nach dem Motto No risk no fun.

Wünsch dir noch einen schönen Abend

Gruß hope2

[vendaro]

Antwort auf Beitrag Nr.: 32.414.254 von hope2 am 13.11.07 20:02:13

nein, ich habe dich nicht mißverstanden - ich weiß, wie du das meinst! ich setze darauf, daß der markt da noch ein bisserl steigt...
adm in ny über 3% grün!

danke - auch schönen abend!

[hope2]

Kaufsignal/Fehlsignal??????

In dieser Marktsituation gehe ich auf Nummer sicher und ziehe meinen Stop enger.

Gruß hope2

[Maxom]

Na endlich!!! Es geht aufwärts.

[onvestor]

http://news.nasdaq.com/aspxcontent/newsstory.aspx?symbol=adm…


US Energy Bill Good For Biofuels; Refiners, Automakers Hit

By Ian Talley, Of DOW JONES NEWSWIRES

WASHINGTON -(Dow Jones)- Biofuel companies are clear winners in the major energy bill the U.S. Senate passed late Thursday, while the auto industry and refiners will be required to invest billions of dollars to meet new federal standards.

The new energy legislation sets a rising mandate for renewable energy up to 36 billion gallons a year by 2022 and establishes higher fuel economy standards for passenger cars and light trucks for the first time in more than three decades. Cars and light trucks - minivans and sport utility vehicles - will have to average 35 miles per gallon by 2020, a 40% increase from current levels.

House Speaker Nancy Pelosi, D-Calif., said Thursday the chamber would pass the bill next week; the White House said President George W. Bush would sign the bill into law.

Biofuels stocks jumped on the news, particularly two of the largest ethanol producers. VeraSun Energy Corp. (VSE) rose 6% Friday and Archer Daniels Midland Co. (ADM) was up 2%. The Senate passed the bill after the markets closed Thursday.

"Absolutely, this will give a boost to the industry," said Matt Hartwig, a spokesman for the Renewable Fuels Association.

Renewable energy companies specializing in wind turbines, such as Vestas Wind Systems (VWSYF), or solar cells, such as Renewable Energy Corp. (REC.OS), will likely bemoan the loss of extended production and investment tax credits from the bill. This sector also lost out, since lawmakers failed to include requirements that utilities produce up to 15% of electricity from renewable sources by 2020.

Southern Co. (SO) and American Electric Power Co. (AEP) - both of which have powerplants in the U.S. Southeast - lobbied hard against the renewable electricity standard. These companies didn't want to make the costly investments in states that naturally lack significant solar or wind generation capacity.

But many analysts believe there's enough political momentum within the Democratic-controlled Congress to insert the renewable tax credits - many of which expire at the end of 2008 - into other legislation in the new year. Also, key proponents of the renewable energy mandate have vowed to bring up the bill in the next Congress.

Both major, integrated oil companies such as ExxonMobil Corp. (XOM) and Chevron Corp. (CVX) and independents such Apache Corp. (APA) and Murphy Oil Corp. (MUR) can also claim a victory. Their strong lobbying effort motivated Republican senators to block the revenue-raising items that could have cost the large oil companies more than $13 billion over the next 10 years.

But under the renewable fuel mandate, refiners such as Tesoro Corp. (TSO) and Motiva Enterprises LLC will have to make billion-dollar investments to make sure a growing percentage of their output is blended with ethanol. They also may have to pay a fee for every gallon of advanced biofuel under the mandate that isn't produced.

"We're going to have to make investments now to get ready to be able to deliver the blend stock required...throughout the nation," said Charlie Drevna, president of the National Petrochemical and Refiners Association.

He said many refiners feared that uncertain production of biofuels in the years ahead - in the case of drought, or if planned advanced biofuel technologies didn't deliver - would mean multi-billion-dollar investments would leave stranded assets.

The auto industry will also be required to make multi-billion-dollar investments in retooling their manufacturing plants to build more fuel-efficient cars and light trucks.

In the long run, however, some experts believe the U.S. carmakers could see profits rise more than their Asian competitors as a result of the new fuel efficiency standards.

According to Walter McManus, director of the Automotive Analysis Division at the University of Michigan's Transportation Research Institute, Ford Motor Co. ( F) and General Motors Corp. (GM) could see their profits rise between $4 billion and $5.5 billion over the next decade, compared to Honda Motor Co.'s (HMC) $1.3 billion and Toyota Motor Corp.'s (TM) $2.2 billion in the same period.

"With product portfolios that are more concentrated in vehicle segments with lower fuel economy and higher prices (SUVs and pickups), Detroit automakers will be making improvements that have higher market value and higher profit margins," McManus said in a recent report.

-By Ian Talley, Dow Jones Newswires; 202-862-9285; [e-mail]

TALK BACK: We invite readers to send us comments on this or other financial news topics. Please email us at [e-mail]. Readers should include their full names, work or home addresses and telephone numbers for verification purposes. We reserve the right to edit and publish your comments along with your name; we reserve the right not to publish reader comments.


(END) Dow Jones Newswires
12-14-071715ET
Copyright (c) 2007 Dow Jones & Company, Inc.

[onvestor]

Stellungnahme aus dem Hause Archer-Daniels.

Hinweis vorab: Pacific Ethanol (Pure Ethanol Play) in den letzten Wochen mehr als verdoppelt (nach Zehntelung in den letzten zwei Jahren). Vielleicht jetzt auch noch eine neue Überlegung wert, als spekulative Beimischung zum konservativen Agrar-Play.

http://www.nasdaq.com/aspxcontent/NewsStory.aspx?cpath=20071…" target="_blank" rel="nofollow ugc noopener">
http://www.nasdaq.com/aspxcontent/NewsStory.aspx?cpath=20071…

ADM ADM
Archer-Daniels-Midland Company NYSE


ADM Statement Regarding Expanded Renewable Fuel Standard

DECATUR, Ill., Dec. 19 /PRNewswire-FirstCall/ -- Archer Daniels Midland Company (NYSE: ADM) Chairman and Chief Executive Officer Patricia Woertz issued the following statement regarding the Energy Bill:

"This legislation is an important step towards a stronger, more diverse energy future for our nation and our world. The expansion of the Renewable Fuel Standard recognizes that the promise of tomorrow's biofuels can only be fully realized by supporting the here-and-now solutions provided by today's ethanol and biodiesel. ADM is dedicated to continued leadership in the development of renewable biofuels, and is optimistic about the expanded role they will play in improving energy security, strengthening rural economies and helping to improve our environment."

About ADM

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 27,000 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.

SOURCE Archer Daniels Midland Company

[onvestor]

Es wird zur Zeit kräftig an 43 $ bzw. 30 € (30,15 € Brief) gekratzt.

Der Charttechniker würde sagen:
Alle Widerstandslinien nach oben durchbrochen.

Bin aber kein Anhänger der Charttechnik,
habe ADM aus fundamentalen Gründen im Depot.

Onvestor

[onvestor]

Auf www.admworld.com (Nordamerika) hat Archer for ca. 10 Minuten seine Ergebnisse schon präsentiert.

0,73 $ pro Aktie Gewinn. Also weitere Ergebnissteigerung. (Letztes Quartal: 0,68 $, Vorjahresquartal 0,67 $).

Analystenerwartungen sind mir unbekannt.

Traditionell steht in den nächsten Tagen wieder die alljährliche Divendendenerhöhung an.

Zum Dokument:

http://www.admworld.com/naen/pressroom/newspopup.asp?id=495

Dort pdf herunterladen.

Gruß,

Onvestor

[onvestor]

Antwort auf Beitrag Nr.: 33.260.409 von onvestor am 04.02.08 13:22:04

Tausche "f" in "v" ...

Das kommt dafon, pardon: davon, wenn man zwischen den Sprachen wechselt ...

[onvestor]

1 Cent unter Analystenerwartung.

Unglaubliche Umsatzsteigerung auf über 16,4 Mrd. $ (Analystenerwartung: 12,75 Mrd. $). Vor eineinhalb Jahren waren die noch unter 10 Mrd. $ pro Quartal.

Mal sehen, wie der Markt reagiert. Die Aktie war schon gut gelaufen.

ADM
Archer-Daniels-Midland Company NYSE

Archer Daniels Midland Q2 Profit Rises - Quick Facts

(RTTNews) - Archer Daniels Midland (ADM) reported second net earnings of $473 million or $0.73 per share, up from $ 441 million or $0.67 per share in the year-ago quarter.

Net sales and other operating revenues surged 50% to $16.5 billion from $10.8 billion in the previous year quarter.

The company attributed higher revenues to increased selling prices due to sharp rises in commodity prices that accounted for approximately 78 % of the increase while higher sales volumes, mainly feed grains, ethanol and wheat, represented the remaining 22 % increase.

Analysts polled by First Call/Thomson Financial predicted the company to report earnings of $0.74 per share on revenues of $12.75 billion.

For comments and feedback: contact [e-mail]

[onvestor]

Erste Marktreaktion:

Die Aktie steigt vorbörslich weiter, über 46 $.

Bei www.admworld.com wird die Analystenerwartung unter "First Call Estimates" mit 0,59 $ pro Aktie für das Berichtsquartal angegeben. Da wären wir mit 0,73 klar drüber.

Dividende wird auf jeden Fall deutlich angehoben, da bin ich mir hundertprozentig sicher (Nachricht kommt die nächsten Tage).

ADM
Archer-Daniels-Midland Company

Pre-Market Charts | After Hours Charts




Pre-Market Trade Reporting


Pre-Market
Last: $ 46.01 Pre-Market
High: $ 46.01
Pre-Market
Volume: 100 Pre-Market
Low: $ 46.01

Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
07:54 $ 46.01 100

(7:54 Eastern Time (NY) entspricht 13:54 MEZ)

[onvestor]

Antwort auf Beitrag Nr.: 33.260.811 von onvestor am 04.02.08 13:59:40

Inzwischen haben wir etwas mehr "Butter bei die Fische" (Grüße an den Ruhrpott) in puncto Marktreaktion, der Markt scheint zufrieden zu sein:

Quelle: www.nasdaq.com, Symbol:ADM, pre-market-quotes

ADM
Archer-Daniels-Midland Company

Pre-Market Charts | After Hours Charts




Pre-Market Trade Reporting


Pre-Market
Last: $ 46 Pre-Market
High: $ 46.01
Pre-Market
Volume: 3,500 Pre-Market
Low: $ 45.91

Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
08:00 $ 46 100
08:00 $ 46 500
08:00 $ 46 100
08:00 $ 46 300
08:00 $ 46 100
08:00 $ 46 200
08:00 $ 46 100
08:00 $ 46 500
08:00 $ 46 300
08:00 $ 45.91 300
07:55 $ 46.01 900
07:54 $ 46.01 100







1

[onvestor]

Antwort auf Beitrag Nr.: 33.260.840 von onvestor am 04.02.08 14:02:59

Aktuell:

Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
09:14 $ 46.50 200

(15h14 MEZ)

umgerechnet € 31,37

Momentan kriegt man die in Ffm ein paar Prozent billiger!

[onvestor]

Aktuell Gewinnmitnahmen bei ADM, unter 44 $.
Das liegt wohl daran, dass zwar der Umsatz erheblich über alle Erwartungen um über 50 % ggüb. Vorjahresquartal gesteigert wurde,
man dann aber auch ein grösseres Ansteigen des Gewinns gern gesehen hätte, mag der Anstieg auch knapp bei den Erwartungen liegen.

Die immense Umsatzsteigerung auf nunmehr 16,4 Milliarden Dollar im Quartak gegenüber noch 9-10 Mrd. $ vor eineinhalb Jahren bei einem solch konservativen Unternehmen zeigt aber, welche Gewinnreserven hier zukünftig liegen. Das Unternehmen stößt mit seinen Umsatzzahlen hier in neue Dimensionen vor, da liegt ja Disney z.B. erheblich drunter.

Also ein Langfristkauf sowieso, zum Liegenlassen als konservativerAgrar Play (Ethanolsparte noch nicht so ertragreich, Gewinnsteigerungen, Verdoppelungen sogar, im Agrarprocessing),
unter 30 € allemal, man kann hier vielleicht jetzt ein paar Gewinnmitnahmen abwarten, der Wert war im Vorfeld der Zahlen schon zu gut gelaufen, da hätten auch die Gewinnzahlen nicht nur bei den Erwartungen, sondern darüber liegen müssen. So ist Börse nun einmal, kurzfristig.

Ansonsten weiterhin hervorragende, kontinuierlich und solide ansteigende Ertragshistorie.

Aktiencheck.de gibt ein aktuelles Kursziel von 45 €, wobei Abfassung der Studie trotz heutiger Veröffentlichung ein paar Wochen zurückliegen muss ...

Berlin (aktiencheck.de AG) - Die Experten vom Börsenbrief "berlinvestor.de" sehen für die Aktie von Archer Daniels Midland (ISIN US0394831020/ WKN 854161) ein Kursziel von 45 Euro. Ähnlich wie bei Industrie- und Edelmetallen gebe es auch Produzenten, an denen man sich direkt beteiligen könne. Einer der Werte im Agrarbusiness, auf den Anleger unbedingt setzen sollten, sei die amerikanische Archer Daniels Midland Company. Archer Daniels Midland sei einer der weltgrößten Verarbeiter von Weizen, Mais und Sojabohnen. Das Unternehmen sei das Verbindungsglied zwischen Farmern und den Konsumenten. Archer Daniels Midland wandele die Agrarrohstoffe der Landwirte in Nahrungsmittelgrundstoffe, Futtermittel oder Biokraftstoff um. Das 1902 gegründete Unternehmen sei heute ein Globalplayer mit Tochterunternehmen in Nord- und Südamerika, Europa und Asien. Durch seine globale Ausrichtung kann Archer Daniels Midland vom Agrarboom in seiner ganzen Breite profitieren. Doch nicht nur die Preisexplosion bei Agrarrohstoffen sorgte für weitere Kursfantasie. Im Dezember 2007 habe der US-Senat eine neue Energieverordnung erlassen, die Bioethanolproduzenten zu den künftigen Börsenhighflyern machen dürfte. Die USA wollten den Anteil erneuerbarer Energien in den nächsten Jahren signifikant erhöhen. Bis zum Jahr 2022 sollten 36 Mrd. Gallonen Kraftstoff aus diesem Bereich kommen. Archer Daniels Midland, dem Weltmarktführer in der Bioethanolproduktion, dürfte dies ein hohes Wachstum in den kommenden Jahrzehnten sichern. In den Augen des Archer Daniels Midland-Managements sei dieser neue Gesetzesrahmen ein Meilenstein für die künftige Energiepolitik in den USA. mehr Länder dafür, ihre Bioethanolkapazitäten auszubauen, z.B. solle in Deutschland der Anteil von Bioethanol im regulären Benzin weiter erhöht werden. Der steigende Erdölpreis werde den Produzenten erneuerbarer Energien auch in den nächsten Jahren weiteren Auftrieb verleihen. Die positive Preisentwicklung auf dem Agrarmarkt habe sich bereits in den Finanzdaten des Unternehmens niedergeschlagen. Im ersten Quartal des Geschäftsjahres (Juli bis September) habe der Nettogewinn bei 441 Mio. Dollar bzw. 68 Cents je Aktie gelegen, nach 403 Mio. Dollar bzw. 61 Cents je Aktie im Vorjahreszeitraum. Der Gesamtumsatz sei von 9,45 Mrd. Dollar auf 12,83 Mrd. Dollar geklettert, was einem Plus von 36 Prozent entspreche. Analysten seien im Vorfeld von einem EPS von 59 Cents je Aktie sowie einem Umsatz von 10,64 Mrd. Dollar ausgegangen gewesen. Am Tag dieser Meldung habe die Aktie um mehr als 6 Prozent zugelegt. Anleger, die sich bereits Mitte des Jahres 2006 Aktien von Archer Daniels Midland ins Depot gelegt hätten, hätten sich in der Spitze über einen Kursgewinn von mehr als 150 Prozent freuen können. Der durch die neue US-Energieverordnung verursachte Kurssprung im Dezember sei dann allerdings doch etwas zu heftig gewesen. Die Aktie sei auf dem bisherigen Höchstkurs von 31,79 Euro eindeutig überkauft gewesen. Charttechnik und die negative Börsenstimmung hätten ihren Tribut gefordert, denn in den vergangenen Handelstagen sei es bis auf 27 Euro bergab gegangen. Damit biete sich Anlegern eine günstige Einstiegsgelegenheit, bei 26 Euro befinde sich eine starke Unterstützung und bei 25,85 Euro verlaufe die 200 Tage-Linie. Der Relative Strength Index (RSI) zeige bereits an, dass die Korrektur ihr Endstadium erreicht habe. In den kommenden Handelstagen würden die Experten daher mit einer starken Gegenbewegung rechnen, die die Aktie schnell wieder an den bisherigen Höchststand heranführen sollte. Aufgrund der explodierenden Nachfrage nach Agrarrohstoffen und der zunehmenden Wichtigkeit von erneuerbaren Energien würden die Experten der Aktie von Archer Daniels Midland auch in den kommenden Quartalen eine überdurchschnittliche Performance zutrauen. Die Experten von "berlinvestor.de" sehen für die Aktie von Archer Daniels Midland ein Kursziel von 45 Euro. Zur Absicherung sollte ein Stop-Loss-Limit bei 22,25 Euro gesetzt werden. (Ausgabe vom 04.02.2008) (04.02.2008/ac/a/a)

[onvestor]

A propos Arch ...

Arch Coal, eine der größten Kohleproduzenten der Welt.

In den letzten Tagen um 40 % gestiegen.
Davor auch schon besser im Jahresvergleich.

Kohlepreis aktuell auf Rekordhoch.

[onvestor]

Aktuell wieder deutlich über 45 $,

trotz der Gewinnmitnahmen dann doch stark gehalten.

In zwei, drei Tagen kommt die Dividendenerhöhung (rechne mit mindestens 10 % Erhöhung, eher 15 %), dann gibt es neue kurzfristige Kaufimpulse.

Da die Aktie sich nach dem Rutscher nach unten deutlich in den 43-$-Bereich so hervorragend geschlagen hat, schließe ich nicht aus, dass der charttechnische Trend doch eher gegen 50 $ geht. In dem starken Umsatzanstieg über 50 % liegt für die kommenden Quartale eben erhebliches weiteres Ertragspotential, das scheint der Markt zu sehen.

Grüße,
Onvestor

[onvestor]

Antwort auf Beitrag Nr.: 33.263.926 von onvestor am 04.02.08 17:57:53

Wie von mir bereits angekündigt (man kann sich das ja ausrechnen, anhand Ertrags- und Dividendenhistorie in Verbindung mit aktuellem Ergebnis) hat Archer heute die Steigerung der Quartalsdividende um 13 % von 11,5 Cent auf 13 Cent pro Aktie bekanntgegeben.

www.nasdaq.com

ADM
Archer-Daniels-Midland Company NYSE

Archer Daniels Midland Adds George Buckley To Board; Declares Dividend - Quick Facts

(RTTNews) - Archer Daniels Midland Co. (ADM) on Tuesday revealed the appointment of George Buckley to the company's board of directors, effective immediately. Buckley was appointed to serve on the Board's Audit and Nominating/Corporate Governance committees. Buckley is Chairman, President and Chief Executive Officer of 3M. Buckley also serves on the Board of Directors of Black & Decker.

In addition, the company declared a cash dividend of $0.13 per share on its stock, payable March 11, 2008, to shareholders of record February 19, 2008.

For comments and feedback: contact [e-mail]


Grüße,
Onvestor

[vendaro]

Antwort auf Beitrag Nr.: 33.287.242 von onvestor am 06.02.08 18:31:30

29.04.2008 13:43
Archer Daniels Midland: Deutliches Ergebnisplus im ersten Quartal
Decatur (aktiencheck.de AG) - Der amerikanische Agrarkonzern Archer Daniels Midland Co. (ISIN US0394831020 (News)/ WKN 854161) verbuchte im ersten Quartal dank der starken Nachfrage aus dem Agrarsektor einen deutlichen Ergebnisanstieg.

Wie der Konzern am Dienstag erklärte, lag der Nettogewinn im Berichtszeitraum bei 517 Mio. Dollar bzw. 80 Cents je Aktie, nach 363 Mio. Dollar bzw. 56 Cents je Aktie im Vorjahreszeitraum. Der Konzernumsatz verbesserte sich deutlich von 11,38 Mrd. Dollar auf 18,71 Mrd. Dollar, was einem Plus von 64 Prozent entspricht. Wesentlichen Anteil an der kräftigen Ergebnisverbesserung hatte die gestiegene Nachfrage nach Ölsaaten sowie anderen Agrarerzeugnissen, teilte der Konzern weiter mit. Analysten hatten zuvor ein EPS von 70 Cents sowie einen Umsatz von 13,45 Mrd. Dollar erwartet.

Für das laufende Quartal liegen die Analystenschätzungen bei einem EPS von 70 Cents sowie einem Umsatz von 12,06 Mrd. Dollar.

[Maxom]

Leider dümpelt der Kurs der Archer Aktie vor sich hin. Wann geht's mal richtig nach Norden?

[Kurumba]

ICH WEI? AUCHNICHT - WASDIE AMIS STÄNDIG IM SCHILDE FÜHREN -GEHTS MAL RAUF - GLEICH WIEDER ABZOCKE - BIN IN SUEDZOCKER -

[ichhabdurst]

Keiner mehr investier ?

Spiel gerade mit einem Einstieg zumal ADM etwas breiter als Südzucker aufgestellt ist.

Geht´s noch unter die 30$ oder nich, das ist hier die grosse Frage.

[mo52]

Ich bin heute eingestiegen.

Den Vergleich mit Südzucker verstehe ich jedoch nicht recht.

ADM ist der grösste Getreidehändler der Welt, u. Südzucker macht eben in Zucker, Fruchzubereitungen? u. meinst du vielleicht die gewisse Übereinstimmung im Bereich Ethanol? Würde Südzucker wenn eher mit TATE & LYLE PLC vergleichen.

[M.Haze]

bin auch schon drin - leider 2 Monate zu früh.

Grüße,
mh

[TMag]

Archer Daniels Midland Musterdepotaufnahme
04.07.2008

Die Experten vom "Geldbrief" nehmen die Aktie von Archer Daniels Midland (ISIN US0394831020 / WKN 854161) in ihr Musterdepot auf.

Das US-Unternehmen Bunge kaufe den Lebensmittelzulieferer Corn Products für 3,2 Milliarden Euro. Damit entstehe ein Unternehmen mit rund 50 Milliarden Dollar Umsatz. Diese Fusion könne bald Vorbild für weitere Übernahmen werden. Da der Boom im Argrarsektor unaufhaltsam scheine, gerate auch der Bunge-Wettbewerber Archer Daniels Midland ins Blickfeld der Anleger. Das Unternehmen sei nach den Kursrückgängen im Jahr 2008 mit 44 Milliarden USD Umsatz für rund die Hälfte zu haben.

Die Experten vom "Geldbrief" sind der Meinung, dass Archer Daniels Midland ein Übernahmekandidat ist und nehmen die Aktie in ihr Musterdepot auf. Anleger sollten mit Limit 21 Euro kaufen. Das erste Kursziel sehe man bei 28 Euro. Ein Stoppkurs sollte bei 18,70 Euro gesetzt werden. (Ausgabe 13 vom 04.07.2008)

[TMag]

Archer Daniels Midland muss Gewinnrückgang ausweisen
05.08.2008

Der amerikanische Agrarkonzern Archer Daniels Midland Co. (ISIN US0394831020 / WKN 854161) konnte im vierten Quartal von der weiterhin steigenden Nachfrage bei Agrarrohstoffen profitieren und verzeichnete einen deutlichen Umsatzanstieg. Das Ergebnis war angesichts eines positiven Einmaleffekts in der Vorjahresperiode rückläufig.

Wie aus einer am Dienstag veröffentlichten Pressemitteilung hervorgeht, lag der Umsatz im Berichtszeitraum bei 21,78 Mrd. Dollar, nach 12,21 Mrd. Dollar im Vorjahresquartal. Beim Nettogewinn wurde hingegen ein Rückgang von 955 Mio. Dollar bzw. 1,47 Dollar je Aktie im Vorjahreszeitraum auf 372 Mio. Dollar bzw. 58 Cents je Anteilsschein ausgewiesen. Das Vorjahresergebnis beinhaltet dabei einen positiven Einmaleffekt in Höhe von 95 Cents je Aktie. Analysten hatten zuvor ein EPS von 67 Cents sowie einen Umsatz von 16,03 Mrd. Dollar erwartet.

Für das laufende Quartal liegen die Analystenschätzungen bei einem EPS von 67 Cents sowie einem Umsatz von 16,74 Mrd. Dollar.

Die Aktie von Archer Daniels Midland notierte zuletzt bei 27,40 Dollar.

[TMag]

Archer Daniels Midland Company kauft insolvente Campa Biodiesel
18.08.2008

Am 27.05.2008 stellte die Campa AG einschließlich ihrer Tochtergesellschaften Campa Biodiesel GmbH & Co. KG (Ochsenfurt), Campa Energie GmbH & Co. KG (Ochsenfurt) und Campa Süd GmbH & Co. KG (Straubing) beim Amtsgericht Würzburg Antrag auf Eröffnung des Insolvenzverfahrens.

Die Verbindlichkeiten der Gruppe belaufen sich laut Insolvenzverwalter auf rund 100 Millionen Euro, davon 85 Mio. durch die Verzögerung und Kostenüberschreitungen beim Bau der Straubinger Ölmühle. Die stillen Einlagen von 2000 Landwirten im Umfang von 15 Mio Euro sind verloren.

Der amerikanische Konzern ADM (Archer Daniels Midland Company) hat jetzt ein Abkommen zur Übernahme der Campa Süd GmbH & Co KG unterzeichnet. ADM hat über 27.000 Mitarbeiter und erzielt weltweit einen Umsatz von 44 Mrd. Dollar.

[Hoerdeo]

ohne Worte:


ADM chief executive paid $14.96 million in 2007
Thursday September 25, 6:46 pm ET
By David Mercer, Associated Press Writer
Agricultural processor ADM's CEO received compensation valued at $14.96 million in 2007

CHAMPAIGN, Ill. (AP) -- Archer Daniels Midland Co. Chief Executive Patricia Woertz received compensation valued at $14.96 million in the fiscal year ended June 30, a period in which the agricultural processor's profits fell 17 percent, according to an analysis of a regulatory filing.

Woertz, who also is chairman and president of Decatur, Ill.-based ADM, was paid $1.29 million in salary, $3.04 million in bonus pay, according to the filing Thursday with the Securities and Exchange Commission.

The vast majority of Woertz's compensation was in the form of stock and options, whose value was calculated at $10.46 million on the day they were granted.

Woertz also got $166,375 in other compensation, almost half of it for use of corporate aircraft.

The Associated Press calculations of total pay include executives' salary, bonus, incentives, perks, above-market returns on deferred compensation and the estimated value of stock options and awards granted during the year. This figure may vary from the total compensation of company's report.

Woertz, 55, succeeded G. Allen Andreas at ADM in May 2006 and is the company's eighth chief executive.

She joined the agribusiness giant after almost 30 years in the oil business. She was most recently executive vice president at oil giant Chevron Corp.

ADM has enjoyed the benefits of an ethanol boom and the upside of high corn and soybean prices during her tenure.

Last year, however, net income fell 17 percent to $1.8 billion from $2.16 billion, in spite of a 59 percent increase in revenue, to $69.82 billion.

ADM executives said the company's fiscal 2006 results were boosted significantly by major asset sales, making for a difficult comparison for the fiscal 2007 numbers.

The company uses about a third of all the corn, wheat and soybeans processed in the United States to make feed and food additives such as soybean meal, soybean oil, corn starch and corn sweeteners. It ranks No. 52 on the Fortune 500 list of largest publicly traded U.S. corporations.

http://www.admworld.com

[Popeye82]