Tuesday, 16 October 2012
Soya Spread Attractive again
The Spread between March 2013 and May 2013 RSA Soya is becoming attractive again. With current fundamentals I can't help to think that March is way too expencive for May. It might be the Agricultural commodity trade of the year if the fundamentals doesn't change. Be carefull of over exposure though.
Wednesday, 29 August 2012
White RSA maize above Corn?
No need for South-African White Maize to trade at a premium above Corn anymore! A huge adjustmant was made on the delivered maize just after the market closed today. Let's hope these numbers can now be trusted because I can't help to think that someone must have had inside info if you look how the RSA Maize market performed in the last week. A premium of R180 above December Corn was closed in the last couple of days without any information being released.
Tuesday, 21 August 2012
Still no end to Corn's Bull Run
Technicals can stay overbought for longer than a Bearish speculator's purse can carry it when there is shortages in a physical commodity!
Thursday, 21 July 2011
Huge opportunity on SAFEX
South-African maize is too cheap relative to International Corn. Exports are very Strong out of South-Africa and indications are that the crop that's currently harvested is smaller than the official numbers.
Monday, 18 July 2011
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