AI
Tuesday, August 02, 2016 10:36:11 PM
5 Million Pounds of synthetic_fiber_marked_already. Nice find Chief! At this date, we ain't going to see this till December. Nuther nugget for our annual earning[/quote]COTTON SPIN: A Critical Point for the Cotton Market
Jul 26, 2016
John Robinson
A lot has happened in July, and the market is now at a critical point. First, the market digested USDA’s June 30 Acreage Report, which bumped forecasted U.S. plantings up to 10 million acres. This was more than most were expecting. Nevertheless, the market remained in its longstanding trading range.
Then came the regularly scheduled July USDA WASDE numbers. I was not expecting much except an upward revision of U.S. production, and an accompanying bump up in U.S. exports. Well, that happened, and then some. A large million-bale increase in exports ended up reducing U.S. ending stocks by 200,000 bales, month over month. While not a large stocks adjustment, it was the surprising direction that caught traders and analysts off guard. But the real news was an historically huge month-over-month reduction in world ending stocks by 3.44 million bales. The latter occurred from a decrease in carry-in, reductions in forecasted production (notably in India and Pakistan), and increases in forecasted trade and consumption. In particular, USDA raised China’s consumption by 1.5 million bales.......AND <THE LINK>[/quote]That'll be marked and baled by Sept 30th. TALL COTTON for the year. Hopefully that second gin gets up and running for the annual report.
Not a damn thing else to really say anything about. You scooped me Gunny. My TALL COTTON news is about a week older than your SLICK SYNTHETICS.
Got this interesting bit from National Defense Industry Association's page on our END OF AUGUST shindig. I'm enthused. PASTA!!!! not so much:[/quote]Changing Landscape Overseas Creates Headwinds for U.S. Defense Companies
By Sandra I. Erwin
Other than that NUTHIN.
We're definitely going to beat the ¼-to-¼ earnings. Rise over last year? Dunno. Sag in DLA earnings was starting to show then. Nice call there Houtheman.
GLTA
VR
Mike Sharkey
Jul 26, 2016
John Robinson
A lot has happened in July, and the market is now at a critical point. First, the market digested USDA’s June 30 Acreage Report, which bumped forecasted U.S. plantings up to 10 million acres. This was more than most were expecting. Nevertheless, the market remained in its longstanding trading range.
Then came the regularly scheduled July USDA WASDE numbers. I was not expecting much except an upward revision of U.S. production, and an accompanying bump up in U.S. exports. Well, that happened, and then some. A large million-bale increase in exports ended up reducing U.S. ending stocks by 200,000 bales, month over month. While not a large stocks adjustment, it was the surprising direction that caught traders and analysts off guard. But the real news was an historically huge month-over-month reduction in world ending stocks by 3.44 million bales. The latter occurred from a decrease in carry-in, reductions in forecasted production (notably in India and Pakistan), and increases in forecasted trade and consumption. In particular, USDA raised China’s consumption by 1.5 million bales.......AND <THE LINK>[/quote]That'll be marked and baled by Sept 30th. TALL COTTON for the year. Hopefully that second gin gets up and running for the annual report.
Not a damn thing else to really say anything about. You scooped me Gunny. My TALL COTTON news is about a week older than your SLICK SYNTHETICS.
Got this interesting bit from National Defense Industry Association's page on our END OF AUGUST shindig. I'm enthused. PASTA!!!! not so much:[/quote]Changing Landscape Overseas Creates Headwinds for U.S. Defense Companies
By Sandra I. Erwin
[/quote]NUTHER LINK[/quote]Shorts are Looking Pretty tame for us
Bout all I got. Seven trading days till earnings. We got the 10 million new lbs reported for us early in July by some Generally Accepted Accounting Principal back door play.
Other than that NUTHIN.
We're definitely going to beat the ¼-to-¼ earnings. Rise over last year? Dunno. Sag in DLA earnings was starting to show then. Nice call there Houtheman.
GLTA
VR
Mike Sharkey
