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where's the arbritrage

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    #13
    Thanks for the summary bucket, agree 100%.
    Too bad for farmers the continent was sliced east and west, along time ago.

    Comment


      #14
      "Sawfly, bringing up the CWB is probably
      one of the most unconstructive things we
      can do in this situation. It's gone time
      to move on."

      Ado, I think you couldn't be more wrong. An
      understanding of the lessons of history are crucial.
      There has been enough hot air expended on here in
      recent weeks to have taken the grains to port in
      blimps. Digging canals, building grain pipelines,
      opening the Canadian livestock sector to foreign
      investment, Nationalizing the railways, hot air
      balloons.
      Sure the CWB single desk would have struggled to
      move a huge crop too but they had a system and part
      of that was the influence they had over the railways.
      Most of you on here were eager to experience the
      "free market" without Government interference and
      ridiculed those pointing out the dangers of corporate
      control.
      The people that knew their history, like the NFU were
      asking the right questions then. My friend, the new
      president of the NFU, grilled his MP two and a half
      years ago during a meeting re the CWB as to what
      their plan was to keep the railroads in line once the
      single desk was abolished - he had no answer then
      and he has no answer now.
      He will be reminded of that conversation shortly when
      we meet him on the C-18/UPOV '91 legislation issue.
      Again the NFU leads the way fighting the important
      issues of the day. We need to get this stopped and
      time is running out - 3rd reading may pass in a few
      weeks.
      Our Government direction is being driven by the tens
      of thousands of full time corporate lobbyists in
      Ottawa and has no interest in how an individual
      farmer's living might be affected. Time to change the
      system, not just replace Cons with Liberals, but to
      change it so that Government is answerable to the
      people again. To do that farmers need to form a
      broad coalition with other citizen groups across the
      country.

      Comment


        #15
        Bucket,

        This has happened before with the basis and back ups.

        If we had a drought... the basis would be fixed.

        If we go through a year of high basis... new channels
        to the US will open up... and BNSF will haul ever
        increasing amounts of CP grain... as will CN.

        When it warms up... after breakup... increase in
        capacity will occur on our rail system.

        Canadian Canola is VERY cheap vs soybeans...

        We growers should crush our Canola and burn it in
        our equipment... it is so cheap.
        $1.25/L X 4.54 is $5.65/gal we are paying for diesel...
        x over 2 gal per bu of fuel per bu of Canola. And that
        leaves the meal to sell as total profit on top.

        Any way we look at it... this basis and low price will not
        last. If some one would make a self contained crush
        and bio energy generator... Canola has to be worth
        over $15/bu right now.

        There is the 'Arbritrage'

        Innovation always breaks down shortages... for Black
        oil (fracking)... and our green oil as well!

        Who has to sell next years crop... in Feb before it is
        even planted yet???

        We are being bamboozled out of $$$billlions if we fall
        for these slick sales jobs elevators are spouting!!!

        NOW is the time to build bins... and store all the canola
        that we could buy at $8/bu!!!!

        Cheers!!!

        Comment


          #16
          TOM

          Bill gates and Warren buffet are friends.

          Bill owns CN, Warren owns BNSF. They are not going to fix anything but their profits for the benefit of themselves.

          We have been sold out.

          Even though I voted for Brad Wall and David ANderson, their interests are not for producers.

          Wall is god damn worried about the potash moving now and more so in the future, which only means grains drop down another step.

          Anderson is currently on board with the railways, that is why he asks if I would accept commercial freight rates.

          Here is a solution, use the rail cars from Canpotex that have been sitting idle for quite a while to move grain.

          They could revamp the advance system to get contracted grain paid out, then it wouldn't matter when they called for it.

          The newCWB could offer up some flexible programs that would gain farmer support and rattle the graincos, the ****ing pee-ons won't even pass a good idea on to management.

          And maybe Anderson and Wall could phone up Harper and explain the problem, it is pretty simple.

          Great that you can store grain, I hope to get there eventually too, but my grain should be moving to pay bills.

          Comment


            #17
            Grassy,

            Trust an organic beef producer to tell me to trust in
            the gov to fix our problems. I am not buying it for one
            moment. Just like the Alberta DOT enforcing 'rules'
            that have no impact of safety... to fill quotas to pay
            their own wages... the CWB is a bad idea.

            Lets do this Canadian Western Beef (CWB) trick...for all
            organic beef... and make you share your 'exorbitant
            profits' with other beef producers in western Canada.

            Then you can share your wealth with me... this time...
            (No doubt it will lower the cost of beef to consumers
            when prices fall and the basis swallows up your profit
            margins)

            Cheers!

            Comment


              #18
              TOM

              To continue my dribble.

              You also must realize that BNSF got called in front of state officials and were told to do something sooner than later.

              BNSF is going to do something.

              Warren is a friend of BO - POTUS.

              There is no ****ing around with these levels of people. They get things done before it is a problem.

              Might I add buffet's son is a farmer.

              Our government gets 5 ****ing minutes to drill railway officials, that were snubbing their noses at Hoback the other day. That meeting should have ended with a concrete penalty structure to get both the railways and grainco cleaning up the mess they created.


              Not so in Canada, we send our pulling power to the states, haul our grain to the states and our government continues to study the ****ing crisis.

              OR creates more crisis by telling farmers to go get an advance that can't be repaid before the September 30 deadline, because not one grainco is taking grain until october.

              Comment


                #19
                Grassy, the cwb never forgot
                their original mandate which
                was to keep prices low
                during the war. Our issues
                today are complacency, we
                have complacent rails,
                complacent grain companies
                and even complacent farmers.
                When there becomes too much
                complacency the people at
                the bottom get the shift.
                The old cwb was complacent,
                now they are gone.

                Comment


                  #20
                  Bucket,

                  You are kidding me... Right?

                  BNSF and US grainco's are breaking into the Alberta
                  grain markets now.
                  This 'royal pillaging' of western CDN grain growers is
                  being observed globally...
                  and it is attracting investment on border facilities as
                  we speak.
                  Warren and Bill do NOT control CN and BNSF... and on
                  top CP will be the biggest looser... not CN.

                  Lack of service and political manipulation will cost
                  Hunter far more than he bargained for when he pulled
                  this 'fast one'.

                  Rail safety and capacity are two most important
                  components Hunter neglected... in his recent moves...
                  that will bite back hard in the backside of CP. The good
                  workers at CP who were laid off can easily find jobs in
                  western Canada... and all the training and investments
                  CP made in these people... are lost...

                  PEOPLE are the most important element to success in
                  any business... Hunter forgot this no doubt.

                  Railways have known (or should have known) since Aug
                  1st... that a big crop was in western Canada.

                  All good reasons to sell CP stocks... they have a CEO
                  with a 'best before' that has expired!

                  Cheers!

                  Comment


                    #21
                    That's all good TOM, but then why are they not opening up the rest of Canada for joint running rights??

                    B Rutter and David Anderson have said that no one wants to put trains on Canadian rail, but in your part of the world it is, in fact, happening.

                    Interesting, why not for all canadian producers an opportunity to get grain moved???

                    Just questions, but I do believe that Gates and Buffet have more say than you realize. Which explains why BNSF is your neck of the woods already.

                    Comment


                      #22
                      Is BNSF going to take over CP... is that what you are
                      saying? I doubt any Canadian Gov would allow it
                      except maybe the Liberals.

                      One very good part of the Oil on Rail change is major
                      upgrades to our rail infrastructure... and better rail
                      service in the long run.

                      Comment


                        #23
                        AT what cost, TOM, a generation of farmers?

                        You are really missing the point.

                        I said joint running rights, not a purchase of CP.

                        Although it might happen with the way things are going.

                        I can argue this all day.

                        The real solution is a new service provider that wants the work, and a new route with greater efficiencies.

                        The problem with the existing infrastructure is that it was built in the 1800s, early 1900s and they haven't done much to it.

                        The solution must include a North American partnership, that allows grain to flow to the most advantageous ports available.

                        Mountains are real obstacles, consider that 120 years ago.

                        Now, the biggest obstacle is political.

                        Really.

                        Comment


                          #24
                          I didn't read all the thread but I agree with Tom on
                          2 points. New channels and relationships will be
                          built in this new environment. I think the new
                          generation will figure out where and how to sell. 8
                          years ago I learned how to load rail cars and that
                          was a real blessing.
                          I also have to agree with Tom about the Canadian
                          beef board sales. The point being that Grassy
                          have built a solid organic farmgate beef business.
                          Now collect grassfarmer and all the organic beef
                          producers not as skilled as grass farmer . Then
                          everybody sells at the same price. Fair and equal.
                          Many organic beef producers would appreciate
                          grass farmer getting less, so they could get more
                          with less effort.
                          I remember about a year ago on here I had made
                          a long post how to sell wheat and get it tested and
                          ordering the rail cars, it was pretty detailed and in
                          sept, October November it would have been real
                          good advice if taken.
                          I remember the first response. hobby farmer, ****
                          off!
                          That almost made me stop AV. I am too lazy to go
                          search it out. I am laughing now. ....
                          Your welcome!!!!!

                          Comment

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