Sunday, May 31, 2009

Landkom

Leases land in Ukraine for production of oil seeds used for biodiesel and animal feed. These guys have about as much land as Chaoda: 50,000 hectares. Does Landkom have better access to private equity fund raising because the stock is traded in London?

I guess I am looking for a pure grain production play, since wheat, corn, and soy can be used so many different ways.

Chinese government seems to control grain production, so good luck finding a publicly traded company that captures this on Chinese mainland.

NZFSU is a New Zealand traded security that invests in Uruguay farmland

CRESY is traded in USA, but owns a lot of urban real estate, exciting to some for its upside potential, scary to others because of high levels of debt. http://seekingalpha.com/article/100434-cresud-where-the-safe-money-is-going

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