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Food for thought on Trading
Trading is asymetrical
Because of the tendency of the price action to drop a lot faster than it rises, "Sell Fast, Buy Slow" is a good axiom to trade with. Keep in mind that there is a high probability of multiple tests of any potential bottoms and that V reversals are very rare. There is no hurry to turn long term bullish.
With any protracted move downwards, the odds increase for positive divergence developing. The TA indicators will start showing higher lows but the price action will continue downwards.
WWG setles with NTRZ--from gnus
WWG has signed a settlement agreement to end the Z litigation. This has caused a postponement of Thursday's hearing where the judge pretty much made it clear that he would make the TRO a PRO against WWG and that evidence supported Z would prevail in the lawsuit.
The settlement amount is not disclosed but WWG is required to pay it by 3/30/11. Just happens to be the day before the 10-K would be due. Seems timed to have that matter wrapped up before the filing.
The suit for for something like $1.4 million plus interest at 18% a year from the point invoices were overdue. I'd assume collection costs as well. This would approach $2.5 million
Remember SB got that big payoff from BE/Z on the VTLV securities flip. So maybe he has some scratch stashed away somewhere.
If they get about $800,000 they can pay the HS settlement and then do whatever they supposedly plan on doing in that arena.
One could speculate a bit that there is a little PR push starting at the end of the month with getting current on all SEC filings.
THANKS GNUS(From Yahoo)
Thanks to all for the good links from all
I like the old forgotton songs of the past as well as some I missed and I love the music I see here I never knew existed. The off the wall humor from some of you is priceless as well. Great board!!Thanks--On vacation from the 11th(tomorrow) til the 21st--not abandoning you.
John Lennon - Watching The Wheels
Nice board whoever put it together.
I'm in as of this AM, looks good to me.
Good Trading All
Nestle is really getting into Food Science
I hope NTRZ is selling them something.
http://www.foodprocessing.com/articles/2011/nestle-pharma.html
http://www.nutraingredients.com/Industry/Nestle-boosts-Chinese-food-science-activity
http://online.wsj.com/article/SB10001424052748704124504576118273251942458.html
GL ALL
The Doors - Touch Me
The Doors has some nice easy listening as well.
M. Ward : "Requiem"
SMKY accumulation in November and December looks great. I WILL buy a little tomorrow. Thanks.
http://stockcharts.com/h-sc/ui?s=SMKY&p=D&yr=0&mn=6&dy=0&id=p64335169319
SMKY--nice little breakout of all the moving averages.
I'd buy, but I am leaving fro a 10 day vacation Friday with limited online access. Good pick Rhino. WNRC lookibg good yet too, I did not add, should have.
http://stockcharts.com/h-sc/ui?s=SMKY&p=D&yr=0&mn=6&dy=0&id=p64335169319
Double Cha Ching
Note that Henk is pictured with Colonel Sanders
http://henkhoogenkamp.com/
Hello meat filler.
News Analysis: A food crisis for China?
From World Grain, the last sentence has NTRZ written all over it>>>
China, with more than 1.34 billion mouths to feed, has always been on the world's watch-list for a food crisis due to the concerns that a crisis in China would require more grain imports and create shortages elsewhere in the world.
Will China's severe drought in its major wheat belt and the soaring agricultural commodity prices on the global market lead to a food crisis in China?
Chinese officials and experts put the answer as a "No".
The current drought would have limited impact on the country's grain production, Chen Xiwen, vice director of the Leading Group on Rural Work of the Communist Party of China (CPC) Central Committee, told a press conference in Beijing on Sunday.
The affected areas for winter wheat are less than one-third of the total acreage nationwide, and the output of winter wheat accounts for only 22 percent of China's total grain output, Chen said.
"The unfavorable factors of the dry spiral can be allayed or even eliminated through efforts," he said, adding that three rounds of precipitation and anti-drought measures have helped ease the drought.
Chen said he was also confident that China's grain prices would remain "basically stable."
Chinese Premier Wen Jiabao assured the public last week during an online chat with netizens that the country has ample grain reserves after good harvests for seven straight years, which can be used to contain rapid price rises.
Zhang Ping, minister of the National Development and Reform Commission, China's top economic planner, also reaffirmed that the country has large grain stockpiles. "Our wheat reserve stands at 200 billion jin (100 million tonnes), roughly the country's one-year wheat harvest," he said.
In order to further relieve the drought and guarantee China's food security, the central budget has allocated 12.9 billion yuan (about 2 billion U.S. dollars) for fighting drought in the eight affected provinces.
The Food and Agriculture Organization under the United Nations issued a rare alert last month that the drought in north China could put at risk wheat production and also put pressure on wheat prices.
Further, wheat futures in Chicago have soared more than 60 percent in the past year and last month jumped to the highest level since 2008. Corn and soybean prices have also witnessed steep increases.
The price surge of wheat, however, is mainly a result of last summer's Russian drought, which will cause a 5.5-percent decrease in global wheat production in the 2010/2011 market year, said a JP Morgan report released on Feb. 18.
"Chinese wheat demand is primarily associated with traditional buns and noodles, which generally require lower grades of wheat, as compared to Western wheat-based foods. Prices for wheat futures are generally associated with higher quality wheat, which are in shorter supply," it said.
China's wheat consumption is expected to edge up 1.7 percent, while imports might be 2 to 3 million tonnes this year, representing 1.9 percent to 2.8 percent of the country's wheat consumption, it said. China imported 1.4 million tonnes of wheat in 2010.
"Despite the likelihood of higher imports, China is likely to remain more than 95 percent self-sufficient in wheat in 2011," it said.
In addition to increasing irrigation in agriculture, the Chinese government should also invest more in technological progress to boost production, analysts say.
http://www.world-grain.com/news/news%20home/LexisNexisArticle.aspx?articleid=1372840300&LoggedIn=true&EmailKey=hunkonaroof
Shanghai's home prices drop to 2010 levels
In the first week of March (Feb 28 to March 6), both the trading volume and prices declined in China's real estate market. The drop was a result of the implementation of the home purchasing limits, the Shanghai Securities News reported Tuesday.
According to statistics from the China Index Research Institute, among the 30 cities monitored by the institute, 70 percent saw a decline in trading volume, the report said.
Trading volume – in terms of area – of newly-built commercial houses in Shanghai decreased by 10 percent compared with the previous week. The average sale price also decreased by 14.1 percent – to 17,737 yuan ($2,637.47) per square meter. That's back to the levels from early 2010, the report said
http://www.chinadaily.com.cn/business/2011-03/08/content_12136108.htm
Legal info from gnus at yahoo.
Z is actually asking the court to decree the bankruptcy is over as most of the POR is met but that the court keeps jurisdiction on certain matters like Irgovel litigations, etc. I thought this would be way to early to do this but they are seeking it and they provide the argument for approving it.
To long to cut and paste but will add the request to that group site as "Request for Decree"
This is mainly a procedural thing but it would formally "close the case".
"WHEREFORE, this case having been fully administered and the Plan having been substantially consummated, Debtor requests that the court enter its final decree closing this case."
Motion for Final Decree Hearing set for 3/29/2011 at 01:30 PM at 230 N. First Ave., 6th Floor, Courtroom 601, Phoenix, AZ
>>>>>>>>>>>>>>>>>>>>>>>>>>
My thought, not gnus, is that just maybe Z will have the creditors paid off by March 29th? The timing is equal to Short getting out the 2010 forms and the .pk removed and the next conference call.
Interesting
Roger
And we don't really know what is going on. A lot of good can be going on. All plants except LA # 2 operating at capacity is great proof that good is happening. Garner had 1/2 of the largest food companies as customers at Premium Ingredients where he came from. He may be helping sales big time.
A friend found the following today and emailed it to me. Look at the bottom in large print, "Stabilized Rice bran", and that is NTRZ's.
http://www.herbalbay.net/Products/74-74-rice-bran-sol-u-bre-brown-rice-powder-8ozaspx.aspx?gclid=CKOYudvJvacCFQbCKgod7nPU-Q
GL ALL
Best beer drinkng song ever
Wild azz video from the 60's as well.
Enya - Caribbean Blue
nitwit--some wise words there.
I just came across this old message of yours. Yep, it's bigger than us and nuts.
Evanescence - Going Under
Evanescence - Bring Me To Life
Local presence key to Chinese market: AAK
As the world’s most populous nation with a strong economy, China is an attractive target for food manufacturers and their suppliers - but they cannot operate effectively in the region without a local presence, according to Torben Friis Lange, AAK vice president and business area president.
Speaking to FoodNavigator.com from China, where the fats and oils specialist AAK has just established its Shanghai base, Friis Lange highlighted, “fast feedback, elimination of language barriers, local knowledge and awareness of local tastes” as just some of the benefits of having a sales team on the ground.
“It’s no longer a case of international companies taking products in, western companies are now sharing the market with local Chinese companies,” he said. To keep pace, “you need to communicate with people and you can’t do this from a distance, you need to be in the market and part of what’s happening.”
There is enormous value in a global infrastructure but it must be carefully applied, he said. “Bring in knowledge but adapt it to local behaviour and desires...The most efficient approach is to act with global knowledge but carry out business locally.”
Quality counts
A huge assortment of products proliferate the chinese market but, he said, this does mean quality is compromised. In fact, “consumers are very demanding of high quality products, so manufacturers need high quality ingredients.”
“This emphasis on quality means there is a willingness to buy speciality ingredient instead of going with commodity products.”
http://www.foodnavigator.com/Financial-Industry/Local-presence-key-to-Chinese-market-AAK
Third Eye Blind - God of Wine
cork--It really seems Short wants to make Z an ingredient company. Kerry is still buying SRB stage 2 from NTRZ. Most of the baby food was NOT srb. The thinking is that if other countries are making their own patents using NTRZ's srb, that is good since we are the only ones making it. The pharma is a bit different as those patents are worth something special, I hope. But, patents held by others is no problem and signs of future business.
Check the two patents below and then look at the last two Henk testimonials. They tell me we have big business coming in The Philippines soon.tied to meat filler and DOB from oil plants.
http://patents.ipophil.gov.ph/PatGazette/EG_RecordDetails.asp?PubCode=VOL%2012%20NO%2012&PubDate=3/23/2009&ID=3&Category=U&Header=UTILITY%20MODEL%20APPLICATIONS%20PUBLISHED%20PURSUANT%20TO%20RULE%20211%20AND%20NEW%20RULE%20211.1%20OF%20THE%20AMENDED%20IRR%20OF%20R.A.%208293%20(INTELLECTUAL%20PROPERTY%20CODE)&recid=U2008000265
http://www.philrice.gov.ph/index.php?option=com_content&task=view&id=236&Itemid=104
http://henkhoogenkamp.com/ReadMore.aspx?ID=1
Only about a dollar from all time high.
On a closing basis, we are close>>>
http://finance.yahoo.com/echarts?s=RJA+Interactive#chart2:symbol=rja;range=5y;indicator=volume;charttype=candlestick;crosshair=on;ohlcvalues=0;logscale=on;source=undefined
The $4,000,000 is from the Phoenix sale.
You don't say anything wrong on the NTRZ boards without being corrected, lol. NTRZ from this point forward will have the cleanest books of any stock on any exchange. We got a real pro on our side watching every move management makes, as well as message board posters saying incorrect things, lol.
NTRZ has the right management team now as well. Garner and Belt are good additions and left great jobs to come here. In the CC it said that all the plants are running at capacity exerpt LA#2. Garner must have really increased sales. Look at the list of ingredients Premium sells(Where Garner came from)>>>
http://www.chembuyersguide.com/partners/premium.html
Can you imagine the list of contacts Garner has. Garners company supplied ingredients to 1/2 of the biggest 100 food companies. He was brought in to sell ingredients.
NTRZ has a mystery. How did it raise $4,000,000 in the last 3 months to pay of half of the creditor debt? Maybe Garner has increased sales tremenously?
Sir Mix A Lot -- Baby Got Back
Also know as "I Like Big Butts"
Linkin Park - Numb
Midnight Oil - Beds Are Burning
DOW 50,000 will be bad
Food will soar?
DOW 50,000 will be bad?
Food for thought video
Alothon usually does $20-60 million per deal
Alothon--To Z, $4,000,000 so far. They usually do $20 to $60 million per deal, why do less with this possible blockbuster.
From Alothon>?>>
Alothon intends to invest between US$20 million and US$60 million per deal.
http://alothon.com/about/index.php
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Alothon and Short hint well, Garner agrees
It is not like Short to promise something he won't deliver. We have little reason to doubt him. Slide 4 with the rice bran oil bio-refinery shows future rice bran oil plants(Plural). Slide 11 shows more rice bran oil bio-refinery plants in key rice growing regions.
Now go back to the Alothon PR, in that Alothon said "We are enthused to participate in the significant growth opportunity of the SRB and RBO space in Brazil as well AS WELL AS THE REST OF THE WORLD and particularly pleased to join the NutraCea and Irgovel management which is a leader in the industry."
Throw in bigbasses find of RBO studies in Egypt and a page from Irgovel and WE ARE GOING TO BE RICH. Plenty of more clues.
I hope that Short has been using the shield of .PK to assemble a bigger deal with Alothon. The stage is really set for monster PR's at the end of March or Early April.
All of Z's management spoke with restrained excitement. There were no uh's and ah's that filled the air with Brad. These guys are confident.
Quote from Colin Garner, my favorite management figure as of yesterday, "I HAVE BEEN HERE 6 MONTHS AND I AM MORE CONFIDENT THAN EVER THAT WE WILL BE EXTREMELY AND I MEAN EXTREMELY SUCCESSFUL."
This goes out to Colin
Subject: OT: For Grey and Crakaz
Thought you might appreciate this info.
Came across this from a very knowledgeable practitioner in Thailand. It's his suggestion for treating for treating Meniere's Syndrome but applies as it's directed against herpes virus.
12/16/2009: Ted from Bangkok, Thailand writes: "Meniere's Disease:
This is the simplest possible cure for this condition. You should see a dramatic reduction in tinnitus, dizziness, vomiting in a matter of days. The cause is a virus, likely to be a herpes viruses. The condition attacks the area and when you first have it, you know when it started. The remedy to get most of the viruses killed is to take 1000 mg of vitamin C, followed by a 55 minute doses and take 1200 mg of lysine for a total of 6 doses on the first day. On the second day it's 1200 mg of lysine at 55 minute dose interval for a total of 4 doses. The third and fourth day is the same. To make sure it's completely gone, you try to take at least 1200 mg of lysine dose twice a day for the next 30 days, or longer. The point is, the very first week usually 90% is gone on the first week. The lysine is kept up at a fairly high level. For the more tougher cases, an aspirin 500 mg can be added along with the vitamin C on before starting on the daily doses of lysine. That means vitamin C 1000 mg plus aspirin 500 mg before starting the 6 doses of lysine on first day, 4 doses on second day, 4 doses on the third day, 4 doses on the fourth day. It's a four day remedy that usually kills most of the herpes out of the system. If it isn't out, the attacks will be far and between, instead of getting more frequent attacks with each coming year, until it becomes very debilitating. I managed to see a couple of cures, from this Meniere's disease. If there are tougher ones, there is alpha lipoic acid, zinc and alkalization to deal with it, as well as lemon bioflavonoid, piracetam, and the like. But it's likely to be lysine, vitamin C and aspirin in that order. I am presently investigating alpha lipoic acid in such use, but since herpes always goes away before I get a chance to start it, I haven't yet a chance to try it yet.
Thereafter the one month, I think a maintenace dose of just 1200 mg lysine should prevent most future attacks. If not increasing the dose to just twice a day should be sufficient."
http://www.earthclinic.com/CURES/menieres_disease.htm l
X
Alternative Medicine expert on the CC
A friend of mine who is a NTRZ shareholder emailed me her opinion of the CC and I asked if I could paste it here. She replied yes and added a bit more. She is the alternative medicine department of a major hospital that is tied to one of the top 10 universities in the US. Here is her opinion>>>
I watched the slifde show first as windows player was not working for me and I had to download real player. I just finished listening and I was very excited. At first I was disappointed as they definitely were reading off their notes but it got better as Colin and Dale spoke. I found them to be encouraging and convincing. It does not sound like a sale is in the works at all. I liked the biorefineries - plural. I got the feeling more good things will be announced at the next CC. I liked everything about this call except the script reading. I feel validated in my thoughts that they put together a team for going forward and not for selling, that nothing else really made sense. I think I had forgotten that as of late but I often thought, why are they building this team if not to make it grow, and I think that is exactly what they are doing. I particularly liked Dale Belt and Colin. My questions to you were going to be, did they start clinical trials. I see not yet. I think they are already addressing the celiac market and I think that can only grow. I see evidence of that daily as I pay attention to it I thought the prebiotic/postbiotic was interesting. Maybe they could sell to New Chapter as most of their products are fermented. I think that is a growing trend as whole food supplements increase favor in the marketplace. It sounds to me that revenue is slow and steady and that Alothon is there to provide capital but not to take over. Lots to think about and the story is again new.
I want to explain something. They found out a while back, as you know, that British sailors who ate limes did not get scurvy.
(limeys) Also they discovered vitamin C prevents scurvy. What is not commonly known is that ascorbic acid, sold as Vitamin C is only part of vitamin C. There are other molecules that form it. Just like vitamin E sold on the shelf is not the whole vitamin but is acceptably sold as vitamin E. (alpha tocopherol) What I like about rice bran is that it has the whole vitamin E, all 8 forms of it plus, because it is a whole food. (rice bran has 4 tocopherols and 4 tocotreinols, both part of E) What most vitamin companies do is make a formulation comprised of vitamins E (just tocopherol), C, B, ..... which they probably buy from manufacturers of vitamins. They are made synthetically, copycats but not exactly, more like isolates. Ascorbic acid (Vitamin C) is made from glucose (corn sugar) boiled with sulfuric acid. Not exactly the same as a lime and it will not do the same job as the real deal. New Chapter "ferments" many of their vitamins with a probiotic medium to make it into a food that is more bioavailable to the body. Sort of like yogurt is made by fermenting milk. "whole food supplements" have become more popular in the past few years and new Chapter has been doing it a while and are an old kid on the block. Greens first is an example of a whole food supplement. (no fermenting) I like Standard Process the best but they are sold mostly through Doctors. (also no fermenting) That is where I went to visit. (their manufacturing facility last year) Celiac disease has received more and more attention in the last 5 years or so and the store shelves are reflecting that attention with better and more products. Like our crunchmaster crackers. You have made numerous posts about this during the past year.
You can post at Ihub but I don't really think I said anything novel, sciencey, or exciting. (I talked about prebiotics and said postbiotics but meant probiotics) Prebiotics and probiotics are big now as big name food manufactures are getting into it. Patty made one years ago. I think when they were still Nutrastar. Not sure about when but pretty sure she made one. It won't be long before probiotics are in tons of stuff. If you go on antibiotics, you kill good bacteria as well as bad. Probiotics put the good back in prebiotics make the probiotics happy to be in your gut. Food for them.
I am happy with the direction the company is taking and I think Colin and Dale and Henk are assets to the company. I also liked that Short acknowledged shareholders, creditors etc. in his first comment, for hanging in there despite no news.
Slide show and repeat CC at website, until March 7th
http://www.nutracea.com/BusinessUpdateMarch2011
If I can figure it out anybody can.
Stage 3 and other items on the slide show
Slide 4--metobolic disease mentioned for the first time.
Slide 5--Stage III Bio-refining capabilities installed at these oil plants, extracting even higher value compounds
Slide 5--Small incrimental investments can unlock unlock significant value
Slide 8 and 9 are a must see
Slide 11--Z intends on building rice bran bio-refineries in key rice growing regions around the world and add stage 2 and stage 3 cababilities to these. This is new talk.
http://www.investorcalendar.com/IC/CEPage.asp?ID=163594
nsomniyak, Short told us he could not say much, but there were some new products discusses. Lecithin is now in the mix for one. Lecithin dryer will be installed at Irgovel. EFA's, protein, oryzanol and tocols, pre and post biotics are on the table too. Plans to build other RBO refineries around the world still on the table. I was a little disappointed in that pharma still sounds distant.
A big statement was that the 2010 financial statements will be out in March and another CC will follow. With the .pk off Short will be able to give estimates, etc. I wish he had mentioned cash flow positive date. He did mention that in BK PRs, but not today that it would be as soon as the end of Q1, this year.
Surprise PRs could come out, but on the whole I am glad I will be in Florida in Mid March. It will be boring til then, more than likely.