Sunday, May 31, 2009

Black Earth Farming

This fund is seeking investors. They are located in Sweden, and it looks like you have to buy shares from the fund itself. Here's the prospectus. Pretty strong warning to US investors in the prospectus--they didn't register with the SEC, so it's really not offered to US investors. 16 pages of risk factors.

http://blackearthfarming.com/files/BEF_Int+Prospectus_Non_US.pdf
ANGLO-EASTERN PLANTATIONS AEP

Publicly traded in UK, volume is light. Owns and operates palm oil and rubber farms in Malaysia.

Bonifiche Ferraresi is an Italian company that evidently owns its own farms in Italy, and cultivates corn. Rising share price. There is a lot of information on their website, if you read Italian.

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

Chinese agriculture stock

http://www.google.com/finance?q=SHA:600598

Chaoda traded in Hong Kong

http://biz.thestar.com.my/news/story.asp?file=/2008/1/11/business/19962331&sec=business

http://thestar.com.my/news/story.asp?file=/2007/12/13/business/19747560&sec=business

Saturday, May 30, 2009

Summary from 2008, nice article

http://seekingalpha.com/article/88282-all-about-investing-in-agricultural-land

Meeting in June--Global Ag Investing Symposium NYC

$1800 registration fee. Any takers?

http://www.soyatech.com/news_story.php?id=13724

Rich guys take note--Africa Land Fund taking investments

African Agricultural Land Fund looks to be open for business. Minimum investment: 500,000 euros.

Farmland continues to be the way rich people consolidate their wealth.

The economies of scale are such that you need vast capital to make land buying worthwhile, I think.

http://www.eaml.net/templates/Emergent/content.asp?PageId=296