Archives for category: Börse

Yesterday London robusta values collapsed on the opening
over 100 USD as the board broke below 2050 USD. That seemed to be
the first trigger point. Volumes where verry high with a slow down
of activity after passing the mark of 2000 USD.

Author: Tim Albrecht


Effectiv with March 2013 Brazil has been added as a deliverable origin to the ICE coffee “C” futures at a differencial of 9 cts under.

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Author: Tim Albrecht

Der Preis für Kaffee scheint auch zum Ende des Jahres 2010 weiter kräftig Richtung Norden zu klettern. Mal sehen wie es im neuen Jahr 2011 weiter geht.

Quelle: Bloomberg

… titelte der Spiegel bereits in der Ausgabe 42/10 und beschäftigt sich in einem sehr lesenswerten Artikel mit den Auswirkungen der Spekulationen auf die Weltwirtschaft und der Macht der Hedgefonds. In erster Linie geht der Spiegel hierbei auf Metalle und andere Erdenschätze ein, jedoch lässt sich vieles des Geschrieben ebenfalls auf die Softcomodities übertragen.

Autor: Tim Albrecht

On Bloomberg you can read that … “Robusta coffee for January delivery fell 3.4 percent to $1,991 a ton on NYSE Liffe. Arabica coffee for March delivery declined 1.1 percent to $2.173 a pound on ICE, erasing an earlier gain to $2.2145 a pound, the highest price since June 1997.”

Tim Albrecht hat freundlicherweise auf einen sehr interessanten Link ICE hingewiesen, der auf den Coffee C Contract Bezug nimmt.

“The coffee C contract is the world benchmark for Arabica coffee. The contract prices physical delivery of exchange-gradegreen beans, from one of 19 countries of origin in a licensed warehouse to one of several ports in the U. S. and Europe, withstated premiums/discounts for ports and growths.”

Der Kaffeepreis hat sich in den vergangenen Monaten turbulent entwickelt. Für die beteiligten Firmen ist es wichtig die Entwicklung des Kaffeepreises im Auge zu behalten. Marktberichte sind zumeist in englisch abgefasst.

“Dec coffee prices corrected down to a 5-week low from last month’s 13-year high. Bearish factors include (1) long liquidation fueled by increased rainfall in Brazil, which reduced concerns of crop damage due to overly dry conditions, (2) the prediction from Morgan Stanley that coffee prices are heading for weakness in the next few months as inventories are replenished, and (3) the prediction from agricultural consultant Safras & Mercado that Brazil’s bumper coffee harvest this year totaled 54.6 mln bags. Bullish factors include (1) tight supplies with the drop in NYBOT-monitored coffee stockpiles to a 10-year low of 1.95 mln bags, and (2) ICO’s estimate for a global coffee deficit of 8 mln bags for current marketing year (2009-10).

Fundamental Outlook-Bull Market Correction-Coffee prices are correcting lower from their recent 13-year high. Fundamentals remain bullish due to tight supplies. Coffee production in 2009/10 fell -5.9% y/y to 120.6 mln bags (ICO), but production should rebound to 133-135 mln bags in 2010/11 (ICO). Brazil’s 2010/11 (Jul-Jun) production will rise 23% y/y to 55.3 mln bags on their favorable 2-yr cycle (USDA).”

Hier der link zum Bericht auf der Seite

Newedge is a leading broker in sugar, cocoa, coffee, and cotton contracts traded on the ICE Futures (formerly NYBOT) and Euronext LIFFE.” … und liefert Marktberichte zum Thema Kaffee.

Auch das noch! Einer Business Wire Meldung zu Folge gibt es einen Verdacht auf Insider-Trading beim Kaffeehandel. Hier der Originalauszug aus der Meldung:

“SAN FRANCISCO, Oct 04, 2010 (BUSINESS WIRE) — Hagens Berman Sobol Shapiro LLP announced it is investigating allegations of potential securities fraud made against Green Mountain Coffee Roasters Inc. /quotes/comstock/15*!gmcr/quotes/nls/gmcr (GMCR 28.41, -1.16, -3.92%) in U.S. District Court in Vermont on behalf of purchasers of the Company’s common stock between July 28, 2010 and September 28, 2010.

Hagens Berman is also looking into the facts surrounding the September 28th announcement by Green Mountain regarding an inquiry by the U.S. Securities and Exchange Commission into admitted accounting irregularities.

Under the Dodd-Frank Wall Street Reform and Consumer Protection Act signed into law in July, the SEC can award between 10 percent and 30 percent of any monetary sanctions of more than $1 million to whistleblowers who provide “original information” leading to a successful SEC enforcement.

Whistleblowers may remain anonymous by working through a private attorney in conveying the information to the SEC. Under the new law, whistleblowers are also granted expanded rights and protections against employer retaliation when disclosing information of corporate wrongdoing to the SEC.

Hagens Berman’s investigation is focused, among other things, on the reasons behind recent revenue recognition practices, the relationship between Green Mountain and its fulfillment vendors, including M Block & Sons Inc. (which accounted for 51 percent of the Company’s accounts receivable last year) and the possibility that channel stuffing may have hidden slowing growth. The investigation goes back to 2007 when management admits that its accounting irregularities arose.

Following the announcement of the accounting irregularities and the SEC inquiry, shares of the Company declined in after-hours trading by more than 15 percent — from a close of more than $37 per share to a low of $27.47 per share.

Details of the investigation can be found at” …

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