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Viterra to invest 150 to 200 million in new Capital on demise of CWB

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    Viterra to invest 150 to 200 million in new Capital on demise of CWB

    The new Capital expenditure is for to handle more grain. Not really sure as to why they are reporting to have more profit on the demise of the CWB when they forcasting an increase in grain handling. Perhaps they believe they will be able to take advantage of the market conditions without CWB controle to garner a larger share of farmer sales. This is how I see it from Reuters news.

    Viterra sees profit boost from end of CWB monopolyWINNIPEG, Manitoba (Reuters) - Viterra VT.TO, said on Wednesday it expects to see higher earnings and grain-handling volumes thanks to the end of the Canadian Wheat Board's marketing monopoly, starting with modest benefits in the fourth quarter of 2012.

    Viterra, Canada's biggest grain handler, said that by fiscal 2014 it expects its annual earnings before interest, taxes, depreciation and amortization (EBITDA) to increase by C$40 million to C$50 million a year.

    Additional grain volumes at elevators and port terminals will generate higher revenues from facilities with fixed costs, the company said in a statement.

    Viterra's guidance is positive, but "decidedly conservative," wrote BMO Capital Markets analyst Kenneth Zaslow in a note to clients. The company will likely see the higher earnings it is forecasting for 2014 a year earlier, Zaslow wrote.

    The company's shares gained 1.2 percent, or 13 Canadian cents to C$10.85 in Toronto on Wednesday morning.

    The Wheat Board has held a marketing monopoly on Western Canada's wheat and barley for milling or export since World War Two, but the Conservative government passed a law last month that will allow farmers to sell into an open market.

    Viterra and other grain handlers, such as Cargill CARG.UL and Richardson International, are already signing forward contracts with farmers for delivery of grain once the CWB monopoly ends on August 1.

    Viterra does not expect to incur any additional capital costs connected with higher earnings, but additional grain purchases will require C$150 million to C$200 million of added working capital, the company said.

    It also said it does not expect court challenges to delay Western Canada's move to an open grain market.

    Viterra reports its 2011 fourth-quarter earnings on January 18.

    ($1=$1.02 Canadian)

    (Reporting by Rod Nickel in Winnipeg, Manitoba, and Bangalore equities newsroom; editing by Rob Wilson)

    #2
    Aquiremedia reports it a little better,
    And look lower rail frieght rates, wowowowowowow :-)))

    CALGARY, ALBERTA--(Marketwire - Jan. 11, 2012) - Viterra Inc. (TSX:VT) (ASX:VTA) ("Viterra") today provided guidance on the projected financial benefits to the Company as a result of the new regulatory environment for the marketing of grain in Canada. With the ability to purchase all grades of wheat, barley and durum directly from growers, the Company expects to increase its earnings by attracting additional volumes and optimizing its operational efficiencies. Viterra anticipates the additional volumes at primary grain elevators and port terminals will generate higher revenue from the fixed cost facilities and earn additional merchandising margins. Viterra expects to capture supply chain efficiencies as it executes with a higher degree of precision given direct relationships with the railroads and an unmatched asset network

    Comment


      #3
      And no mention of being able to source wheat and barley at a lower price?...now that the compulsory CWB is out of the way? That IS good news...almost too good to believe.

      (I know I shouldn't begin a sentence with and)...but what the hay.

      Comment


        #4
        Well Will as a retiring farmer you should possibly invest in Viterra if you think their profits will be much larger than stated since you have you top secret inside info. I am looking to purchase them shares and watching at the moment.

        Comment


          #5
          "Demise" of CWB is wrong word. Cannot edit after posting.

          Comment


            #6
            Hopperbin: Perhaps the word "disembowelment" would have been more apt.

            Ahahahaha.

            Comment


              #7
              If by "disembowelment" you mean the loss of the ability to source grain from captive sellers regardless of how uncompetitive the price was; then I agree, the CWB has been disemboweled.

              Comment


                #8
                I prefer to use the word "castrated". Like a bull that looses it's most valuable assets, the end result is a steer that can only try. Come on guys jump all over this, its meant as a joke.

                Comment


                  #9
                  Farmaholic,

                  Looks like someone from Alberta must have been there... and the 'Bull' ad is caught up with the Crazy 8!

                  In Castor AB... they have a football team called... you guessed it... the 'Casterators'!

                  Is that where you 'hail' (troll) from Wilagro?

                  Grin!

                  Comment


                    #10
                    Tom: Haven't heard or seen anything yet. Too late anyway, it will have been an industry changing procedure.

                    Comment


                      #11
                      It is great to see Viterra investing in new equipment like colour sorters to equip elevators with advanced quality enhancement capabilities.

                      As this equipment becomes part of our basic grain handling infrastructure... the opportunity benefit for growers and our customers increase

                      Win Win all around. Streamlined efficiencies and overall better quality is much better than the old pool method of blending out problems by dilution... though this will certainly continue where easily done.

                      Central pooling at export cost growers quality. Value returned to everyone at cents on the dollar... benefited no one enough to make any significant difference.

                      PAST Higher US PNW 1DNS prices back to growers at the farm gate prove the pooling system and 'single desk' did NOT work.

                      Now we can move to the 21st century with the best quality... we must fix our shipping system so we are on time and with the quality specified!

                      NOW A pull system... instead of the CWB pushing a rope and yelling at everyone to start pulling together... with no significant financial benefits paid for co-operation. Proven over and over... IT didn't WORK.

                      Comment


                        #12
                        This is the first time I have ever heard borrowing described as investing in capital! Talk about spin!

                        Comment


                          #13
                          dmlfarmer,

                          For Board grains the CWB provided the Capital to pay grain growers in the past for the initial up front. When Viterra pays non-board cash tickets they must borrow the cash till the customer buys the grain and takes delivery.

                          This is NOT spin... it is a true cost... and Capital is absolutely what it is called. When a grower buys seed in the spring... it takes Capital to pay for the seed and inputs... till you get paid for the grain after harvest.

                          Comment


                            #14
                            lol absolutely tom. my point is not about borrowing, it refers to the topic title:
                            Viterra to INVEST 150 to 200 million in new Capital...
                            The spin is not borrowing - it is calling the borrowing INVESTING!!! lol

                            Comment


                              #15
                              As grain prices plummet, multies will be
                              more and more happy. Butt the price is
                              transparent and wes have a level field,
                              benchmarking will exist and framers kin
                              all fail at the same rate. It gonna be
                              beautiful, ta listen to the collective
                              whinning and sniveling!

                              Comment

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