Cosan Limited (CZZ)

[Mr_Doug]

Has anyone that follows this board been trading this lately?

[Mr_Doug]

Will this go down with NAFTA possibly under threat?

[Gixene]

If CZZ closes above the channel support, I see no reason why this couldn't continue further with the current volume. Seems as if the next resistance could be near $12. I placed a Trailing Stop to protect profits, though I may cancel depending on end of day close and the chart pattern.

[Gixene]

Correction, 10/6/2016.

[Gixene]

Order Type: Trailing Stop ($0.23)
Price: $7.72
Duration: Good Until Cancelled
Order Time: 10/26/2016 10:32 AM

[Gixene]

Spinoff17, I believe charts or 'technicals' are an important part of short term trading and swing trading. Though this is also important in finding an entry and exit for long term investing as well. With this said, I don't view CZZ as a long investment but more as a short term trade. I haven't decided on an exit strategy for CZZ. However, it will most likely involve a Trailing Stop Loss somewhere above $7.50 as the channel resistance is right above this range. I should add a Trailing Stop Loss, especially since CZZ is very volatile. I've been sloppy with exit strategies as of lately.

[Spinoff17]

Wow thank you so much. That was a really interesting write-up. I've been trying to study charts more and I think I see exactly what you're talking about here. I doubled down myself and I think this just made me feel a little better about it.

[Gixene]

Spinoff17, I believe the recent pull back is due to the 'technicals' if you will. Look closely as the chart has formed a 'channel up' where the PPS has reached the channel resistance thereby pulling back to the channel support. This in part, is the main reason I viewed CZZ as an excellent opportunity here. CZZ is also the best preforming Utility company and with a lot of volume. This alone is icing on the cake.

We can see how this creates a great opportunity seeing that there has been a lot of accumulation in volume these past few days. Though I have not noticed negative events associated with CZZ. We must remember that there are many factors that move the PPS of CZZ or any company for that matter. Though looking at the chart alone, 'technicals' seem to reason the recent pull back.

[Spinoff17]

Any thoughts about the pullback? I haven't seen any bad news.

[Gixene]

Spinoff17, yes. I bought in at $6.75 yesterday.

[Gixene]

Bought: 9/21/2016 @ $6.75

[Spinoff17]

Anyone still following this? Things going well for Czz

[Litchfield]

This stock is heading north, BIG TIME!!!

[apdn1mill]

Nice bullish chart for CZZ

[Mark280z]

Why No Posts In 2012? CZZ Doing Well!!

[Mark280z]

Why No Posts In 2011? CZZ Doing Well!!

[Mark280z]

Why No Posts In 2010? CZZ Doing Well!!

[MWM]

No don't have it anymore but still looks like a sure thing!

[True FL Native]

CZZ: Looks like this board has been asleep for a while. I have been in and out of this stock several times over the last month. Easy to day trade. I plan on picking up a good size position to hold through earnings. The comps are easy and the price of sugar has doubled this year. With the shortage in Brasil and India, this stock should be around 15 within 6 months.

MWM
Do you still have a postion here?

[MWM]

Cosan Rises on Speculation Gas Tax May Boost Ethanol (Update1)
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By Carlos Caminada and Laura Price

April 22 (Bloomberg) -- Cosan SA Industria & Comercio, the world’s biggest sugar-cane processor, climbed the most in almost three weeks on speculation higher Brazilian taxes on gasoline will make its ethanol more competitive.

Cosan rose 11 percent to 12.81 reais in Sao Paulo trading, the biggest increase since April 3. The shares have gained 14 percent this year, compared with a 20 percent advance in the benchmark Bovespa index.

Brazil, the world’s biggest per-capita ethanol consumer, may charge fuel distributors higher taxes on gasoline sales, offsetting a possible price cut by state-controlled oil company Petroleo Brasileiro SA, Folha de S. Paulo reported today, without saying where it got the information. The tax increase would mean that Petrobras’s price reduction to distributors won’t make the fossil fuel cheaper for consumers.

“A tax increase on gasoline would change the picture,” Paulo Roberto Esteves, an equity analyst at Gradual Corretora in Sao Paulo, said in a telephone interview. “It means ethanol wouldn’t become less competitive.”

Cosan slumped 19 percent in the previous two sessions on expectations cheaper gasoline would pare demand for its crop- based fuel. Piracicaba, Brazil-based Cosan is the country’s biggest producer of ethanol.

[MWM]

CZZ looking good in Premarket!

[MWM]

Citigroup says it sees Latin American markets at start of next bull run
http://www.marketwatch.com/news/story/stocks-end-lower-citi-sees/story.aspx?guid=%7BA4E83229-56D6-4863-8A82-08DF959960E3%7D&dist=msr_1

[MWM]

Leading advancers was Cosan with a climb of 9%. France's Louis Dreyfus Commodities has won an agreement to purchase a stake in Brazilian sugar and ethanol producer SantelisaVale, according to Dow Jones Newswires, citing a source familiar with the matter.
Analysts were concerned that a Cosan win would have been a highly leveraged one for the company, according to the report.

[MWM]

Surprised she sold off on the news that PBR migth partner up, lets see what happens tomorrow!

[novicetrader]

Not only is the price going though the roof,but the volume even after 4 days of this huge runup has been astounding today!

[novicetrader]

MWM..Our CZZ is acting just unbelievable,it keeps going non-stop!
Do you think the upswing can continue(feels so unreal),I'm getting quite confused whether to sell or keep holding.Any thoughts to help please?
Thanks.

[MWM]

Cosan Rises to 6-Month High on Petrobras Partner Speculation
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By Carlos Caminada and Paulo Winterstein

April 7 (Bloomberg) -- Cosan SA Industria & Comercio, the world’s biggest sugar-cane processor, rose to a six- month high in Sao Paulo after a media report it’s seeking a partnership with Brazilian state-controlled oil company Petroleo Brasileiro SA.

Cosan rose 5.7 percent to 13.57 reais, the highest since Oct. 3 at 11:58 a.m. New York time, after gaining as much as 7.2 percent earlier on the Sao Paulo stock exchange.

Billionaire Cosan controlling shareholder Rubens Ometto is seeking funds from Petrobras and the National Bank for Economic and Social Development to boost the company’s assets, Rio de Janeiro-based newsletter Relatorio Reservado said today, without saying where it got the information. Petrobras may be looking for a partnership with Cosan to export ethanol to Japan, Global Equity Administradora de Recursos’ Mariana Goncalves said.

“The news floating around is that Petrobras is interested in creating a private company that would sell ethanol to Japanese markets,” Goncalves, an equity analyst at Global in Rio de Janeiro, said in a telephone interview. “That company would be managed by Cosan.”

An outside spokesman for Cosan declined to comment when called by Bloomberg News.

[MWM]

Cosan SA Industria e Comercio (CZZ US) rose 11 percent to $4.60 and earlier rallied to $5.20, the highest intraday price since Oct. 9. The Sao Paulo-based sugar maker’s controlling shareholder, Rubens Ometto, is seeking a partner to increase the company’s assets, newsletter Relatorio Reservado said, without saying how it got the information.

http://www.bloomberg.com/apps/news?pid=20601103&sid=aFB.BGRA5il0&refer=us

[MWM]

CZZ excellent call buying on the April $5's!

http://finance.yahoo.com/q/op?s=CZZ

[MWM]

Looks like the last call for sub $5!

[MWM]

CZZ Look at the volume coming in, trades over 10K

14:49:24 17640 4.80 NASD ADF tt
14:49:21 10700 4.80 BATS
14:49:21 26700 4.80 NASD ADF tt
14:49:21 19240 4.80 NASD ADF tt
14:49:21 21400 4.80 NASD ADF tt
14:49:21 22600 4.80 NASD ADF tt
14:35:36 24780 4.75 OTC
14:23:51 23200 4.685 NASD ADF
14:23:51 102300 4.685 NASD ADF
14:23:51 11400 4.685 NASD ADF
14:23:48 102300 4.685 NASD ADF
14:23:36 19800 4.685 NASD ADF
14:23:27 10096 4.685 NASD ADF tt
14:23:27 44400 4.685 NASD ADF
14:11:06 10000 4.635 NASD ADF tt
14:11:06 10100 4.603 NASD ADF tt
13:31:27 11911 4.573 NASD ADF tt
13:20:30 10625 4.50 NASD ADF tt
11:41:36 47000 4.54 NASD ADF tt
11:27:15 100000 4.60 NASD ADF bb tt
10:03:24 10000 4.62 NASD ADF tt
09:55:03 36600 4.52 NYSE bb
09:54:57 17200 4.60 OTC bb
09:36:36 13900 4.395 NASD ADF tt
09:35:42 12000 4.328 NASD ADF tt
09:30:57 14300 4.09 NYSE

[MWM]

2 large blocks bought in the last 30 minutes!

[MWM]

heading back up, volume looks Awesome!

[MWM]

Louis Dreyfus buys Brazil's Santelisa stake-source
Tue Apr 7, 2009 2:42pm BST

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[-] Text [+] SAO PAULO, April 7 (Reuters) - Santelisa Vale, one of Brazil's largest sugar and ethanol producer, agreed to sell a 40 percent stake for an undisclosed sum to Swiss-based trader Louis Dreyfus Commodities, a source with direct knowledge of the transaction said on Tuesday.

The companies should make a formal announcement later this week, said the source, who was not authorized to speak on the matter.

Santelisa's largest shareholders, the Biagi and Junqueira families, have already signed off on the deal, and other shareholders are expected to follow suit in the coming days, the source added.

Santelisa, saddled with 3 billion reais ($1.34 billion) of debt and some $300 million in losses on currency derivatives, has been looking for a strategic partner since late last year.e company had been in talks with Brazil's CosanAN3.SA: Quote, Profile, Research), private equity firm GP Investimentos (GPIV11.SA: Quote, Profile, Research), Bunge Ltd (BG.N: Quote, Profile, Research) and Louis Dreyfus, among others.

Other large shareholders of Santelisa include U.S. securities firm Goldman Sachs (GS.N: Quote, Profile, Research) and the investment arm of Brazil's state development bank BNDES.

As part of the transaction, BNDES will increase its stake in Santelisa to 20 percent from 7 percent, the source said. On Tuesday, O Estado de S.Paulo newspaper said the price of the additional shares would be 500 million reais.

The source would not confirm the value of the stake.

Louis Dreyfus did not immediately return calls seeking comment on the transaction. Santelisa, which has the capacity to process 17 million tonnes of sugar cane a year, declined to comment. ($1=2.236 reais) (Reporting by Elzio Barreto; Editing by Lisa Von Ahn)

[MWM]

09:53 CZZ Cosan: Color on stock action (4.84 +0.71)

DJ reports CZZ is up 18% this morning after the co apparently lost a bid to acquire a controlling stake in troubled sugar and ethanol giant SantelisaVale; SantelisaVale is likely to be bought by France's Louis Dreyfus Commodities. Analysts were concerned that a highly leveraged buyout of SantelisaVale might leave Cosan in a weakened position.

[MWM]

$4.92 new HOD, come on $5!

[MWM]

$4.75 Take it to the bank!

[MWM]

Breakout is now confirmed! $4.45 HOD!

[MWM]

Latin Stocks May Rise 25% by Yearend, Paiva Says (Update1)
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By Fabio Alves

April 6 (Bloomberg) -- Latin American stocks may rise as much as 25 percent by the end of 2009 and investors should start buying commodity shares now as they will benefit most from a global recovery, Deutsche Bank AG’s Guilherme Paiva said.

“The time to be underweight commodities has passed and, as Latin America is a commodity-rich region, we’re more optimistic for the outlook for this market,” Paiva, the head of Latin America equity strategy, said in an interview in New York.

The strategist increased his allocation for commodity stocks to “neutral” from “underweight,” saying the U.S. government’s plans to rid financial firms of toxic assets will spur the economic rebound. He favors steelmakers and pulp producers over mining and energy stocks based on valuations.

The Reuters/Jefferies CRB Index of 19 commodities slid 4 percent in the first quarter, after plunging 53 percent in the second half of 2008, as a recession in the U.S., Europe and Japan deepened and demand for raw materials slumped as credit losses mounted.

The MSCI Latin America Index has jumped 30 percent from this year’s low of 1,827.77 on March 2 on speculation the U.S. bailout plan will revive economic growth. The Obama administration plans to remove more than $1 trillion of toxic assets from the books of country’s banks and pledges from rich nations to rescue the global economy have boosted stocks.

“If fundamentals in the U.S. start to improve during the summer and the plans to resolve the banking problems are successful, investors would rather be in the region’s stock markets earlier than later given that a potential rally could occur,” he said.

Brazil Stocks

Brazilian stocks are the biggest “overweight” in Deutsche’s Latin America recommended equity portfolio, meaning investors should hold a greater percentage of the shares than contained in the benchmark index.

“Brazil is the one most leveraged to global growth and, if our global economic scenario plays out, commodities players will benefit directly and commodities dictate the cycle of the Brazilian economy,” Paiva said.

Among companies that benefit from domestic growth, Paiva advised buying Brazilian fixed-line phone operators as well as real estate developers and retailers.

Paiva predicts Brazil’s central bank may lower the benchmark lending rate to below 9 percent this year from the current rate of 11.25 percent as the economy slows. Deutsche Bank forecasts the Brazilian economy to contract 1 percent this year, before rebounding to a 3.5 percent expansion in 2010.

The Bovespa climbed 7.2 percent in March, capping its biggest quarterly advance since 2007. The measure has gained 6.8 percent this month.

Regional Outlook

Mexican stocks are also “overweight” in Deutsche’s Latin America recommended equity portfolio, while Chilean equities have a “neutral” rating and Argentina and Andean countries are “underweight.”

“Latin stocks have had a nice rally, but we’ve been in a trading range for the past eight months,” Paiva said. “We may well go through some healthy consolidation in the next three weeks, but if fundamentals continue to improve and the U.S. Treasury toxic asset plan is successful, then the outlook for commodities prices is brighter.”

To contact the reporter on this story: Fabio Alves in New York at [e-mail].


http://www.bloomberg.com/apps/news?pid=20601086&sid=aO9KFH9NNllE&refer=latin_america

[MWM]

I have May calls so I'm in no hurry but that close today looked very bullish!

[novicetrader]

I had hoped for a dip on CZZ today & was sure there would be one after the huge run,but then realized it had no intention of slowing down!So,went ahead & got some(just a lttle bit)@ 3.90.
Let's see how it goes,wouldn't mind getting a chance to get some more if it dips tomorrow.

[MWM]

CZZ Running hard here $4.10!

[MWM]

CZZ testing $4 again!

[MWM]

Somebody keeps grabbing the big sells, someboody is working this stock imo, watching closely...

[MWM]

Sweet Here is the link to the Petrobas/Cosan buyout...

http://finance.yahoo.com/news/PetrobrasCosan-Partnership-zacks-14858282.html

[MWM]

$4 Break!

[MWM]

The link between Petrobas and CZZ sure is interesting, here is another story that discusses how Cosan grabbed Exxons Brazilian holdings right out from Petro...

South American oil giant takes over ExxonMobil interests
The Cambodia News.Net
Sunday 10th August, 2008

Brazil's state-owned oil and gas giant Petrobras has signed an agreement worth US$400 million to buy ExxonMobil's stakes in Esso Chile Petrolera.

The announcement has come months after Petrobras failed in its bid to buy ExxonMobil's assets in Brazil.

In April, ExxonMobil sold its assets to Cosan, the world's biggest sugar cane processor for 826 million dollars.

Petrobras will acquire ExxonMobil's fuel distribution business in the retail, industrial and aviation markets.

Petrobras exported crude oil, liquefied petroleum gas, natural gas, petrochemicals and lubricants worth nearly 1.5 billion dollars in 2007.

[MWM]

The more I read, the more I like!

Old news but positions Cosan very nicely, Petrobras hmmm...

Brazil Property News: Cosan buys out Esso's Brazilian operations

28th April 2008 04:38

A Brazilian sugar and alcohol giant has announced it has bought Esso's operation in the Latin American country.

Cosan announced last week that it had acquired Esso Brasileira de Petróleo in a deal worth US$ 826 million (£413 million) that would also include ExxonMobil's Brazilian operations.

The South American country's state-owned oil company Petrobas was also reportedly considering making a bid for Esso's biggest economy on the continent.

A company statement said: "Placing Cosan in a relevant position in the fuel distribution sector is an important step towards consolidating ethanol as the main fuel in the Brazilian market, and the possibility of a faster and more precise market analysis is increasingly strategic."

The deal stipulates that the firm can use the oil giant's brand name and acquire more than 1,500 points of service and contracts.

As part of the deal Cosan will take on Esso Brazil's $163 million (£81 million) of debt.

People considering buying property is Brazil could be interested to hear that the nation's oil industry is booming after two significantly large finds, showing an economic resilience in the country.

For more information on Brazil property investment and to find out about uv10's latest projects, contact uv10 on 0845 643 1036 or email [e-mail] or visit our website: http://www.uv10.com

[MWM]

From Yahoo but cannot find a link, it's huge if true...

Petrobras-Cosan Partnership Likely

* Claudio Freitas, CFA
* Monday April 6, 2009, 10:44 am EDT


Related:

* Cosan Ltd.
* , Petroleo Brasileiro

Last Friday Cosan Ltd. (NYSE: CZZ - News) shares went up more than 20% bsed on a statement from the chairman of Petrobras Biocombustiveis, a subsidiary of Petrobras (NYSE: PBR - News), that the Brazilian state-owned giant oil company would be considering some kind of partnership with local ethanol producers. There were even some rumors that Petrobras would be considering an acquisition of Cosan.


We believe that an acquisition is not likely, even though it is not impossible either. However some kind of partnership between Petrobras Biocombustiveis and Brazilian ethanol producers is quite likely, and is a step ahead on our basic scenario for this industry, which includes higher investments, increasing production and lower import barriers in the U.S. market.

[MWM]

Somebody is nailing CZZ here... I added more calls!