Al-Katib

[cottonpicken]

Sure glad i'm not you,your niche is dead.

[crusher]

don't buy alliance grain shares then?

[Mjolnir]

Could you explain please?

[hobbyfrmr]

I must be missing something as well. Alliance Grain. It looks like they have announced another dividend payout of $0.15 for the end of the quarter September 30, 2011. AGT has devalued for sure,I dont know how to interpret that.

[Jagfarms]

Red lentils shipped bulk?

[charliep]

Maybe cottonpicken reads the western producer.

[sumdumguy]

Murad rows a big ship, it aint easy. I wouldnt
want to try.

[cottonpicken]

Charlie is right,he's in the producer,how would his
business model ever compete with the bulk handling
system,the chindians will be doing all the proscessing
and handling at a much reduced cost.

[cottonpicken]

Charlie is right,he's in the producer,how would his
business model ever compete with the bulk handling
system,the chindians will be doing all the proscessing
and handling at a much reduced cost.

[charliep]

Will leave this issue alone specifically but any business that is based on the next 10 years playing out like the last 10 is likely on path to failure. As markets like red lentils mature (always has been different than green lentils), the mechanisms for marketing will change. Also, there will be a need to key into specific customers - not all buyers will want red lentils that have been blended mulitple times and perhaps handled many times in a not too friendly seed enviroment. Don't have the expertise or knowledge that many of the experienced pulse producers who participate in this website but would note that peas (particularly yellows) have made the transition talked about in the article.

[charliep]

Way off topic but one of my most interesting adventures is as a consumer buying pulses at the store. All blemishes and issues are there for a consumer to see if they buy in the raw/bagged form. Same applies to markets in our major export customers - interesting to be in a market and watch consumers in different areas make purchase decisions. The consumer in all areas of the world wants quality and from personal experience (chomped into one in a lentil dish), no rocks.

[Hopperbin]

agt could have trippled your money in 3 years once if invest at the right time. I think they rose too fast. I don't think they were doing anything different than the pulse plants they bought out. Must have been good at selling to some nitch market. PE ratio now sucks.