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Friday, 09/15/2017 8:54:10 AM

Friday, September 15, 2017 8:54:10 AM

Post# of 10657
2/2017 China Market (GMO) Soybean meal = $440 US/ton!

( Chicago Exchange shows it (GMO) TODAY at $311 US/ton )

WHOA! THAT'S ALMOST US$130. DOLLARS DIFFERENCE FOR HIGHER CHINA PRICED GMO!

(( AND PREMIUM NON-GMO IS WWWAAAAYY HIGHER MORE YET!! ))

Consider these key takeaways of absolute surprising facts.

If YSYB "controls" or owns 30 million hogs at US$100. Dollars profit per hog, THAT'S US$300 MILLION!
If YSYB processes TWO MILLION TONS OF NON-GMO SOYBEANS PER YEAR, THAT'S HUUGE EVEN AT (GMO) PRICES OF @US$440!
Of course. Not all tons equate equally to Soybean Meal, BUT IT'S ASTOUNDINGLY HUUUGE!!!

"Market Hog Prices are the indicator of supply and demand. Last week, China hog prices averaged 18.33 RMB per kilogram. That is $1.21 US lb Liveweight, or for a 270 lb market hog, $326 USD. The same market hog in the US is $132. Almost a $200 US per head difference. We all know packers only pay what they have to! The $1.21 US lb ($326) is a true reflection of supply and demand."

"Meanwhile, hog producers are motivated to expand the sow herds, high health purebred and F1 gilts are highly demanded." ((( ALL YSYB HOGS ARE SELECT PREMIUM HIGH HYBRID PUREBREDS! )))
"The Chinese hog industry had a happy 2016 with profitable hog price about 668 Yuan ($98US) per animal according to Wens Group the largest hog producer in China."


http://www.genesus.com/jim-longs-pork-commentary-china-market-update-feb-6-2017/
QUOTED:
( "February 6, 2017
China Market Update
China has been the big story in the Global Swine industry in 2016.The lower supply of pork in China led to large pork exports from E.U. and North America. It is obvious that the increase in China imports has been a panacea for the major pork exporting regions.
We pay attention to China as it is a big market for us. Last year, We exported 42% of all Breeding stock into China from the whole world.
Market Hog Prices are the indicator of supply and demand. Last week, China hog prices averaged 18.33 RMB per kilogram. That is $1.21 US lb Liveweight, or for a 270 lb market hog, $326 USD. The same market hog in the US is $132. Almost a $200 US per head difference. We all know packers only pay what they have to! The $1.21 US lb ($326) is a true reflection of supply and demand.
Following are excerpts of a Report recently by Hu Song of CSEA China:
The Chinese hog industry had a happy 2016 with profitable hog price about 668 Yuan ($98US) per animal according to Wens Group the largest hog producer in China. The industry is also cautiously optimistic about the year of rooster 2017. The comparison of national pig data between 2015 and 2016 indicates that domestic pork consumption per capita declined by 1.4%. The total number of pigs sold to market in 2016 was about 671 million, reduced by 5.1% against 2015. The total pork yield is also reduced by 2.7%. Given the profitability in 2016, pig farms slowed down the culling of sows, less sows were culled in 2016. Meanwhile, hog producers are motivated to expand the sow herds, high health purebred and F1 gilts are highly demanded, many reputable pig breeding farms have pre-sold out the products for the entire year 2017. The national sow inventory was increased by 1.5% in 2016, more likely in 2017. The import of pork continuously rise in 2016, increased by 112.1% comparing with 2015. Detail breakdown data is included in Table 1 below.”
Items
2015
2016
Changes, %
National pig inventory (x10,000)
41,264
40,342
-2.2
National sow inventory (x10,000)
4,088
4,148
1.5
Total number of sold pigs (x10,000)
70,817
67,187
-5.1
Marketed hogs per sow per year (heads)
16.29
15.66
-3.9
Mortality (farrow to finish)
15.22%
15.96%
0.7
Carcass weight (kg)
77.5
79.4
2.5
Meat produced per sow per year (kg)
1,259
1,242
-1.4
Total weight of pigs (x10,000 tons)
5,524
5,373
-2.7
Pork imported (x10,000 tons)
77.78
165
112.1
Pork Consumption (x10,000 tons)
5,56
5,512
-1.0
Population (x100 million)
13.75
13.8
0.4
Average annum consumption per capita (kg/year)
40.5
39.9
-1.4
Of note, China in 2016 consumed 55,120,000 tons of pork. In 2016, China imported 1,650,000 tons of pork. The total pork imported is only 3% of total pork consumption. Next to nothing, but a big price booster for all exporting pork countries. Our farmer arithmetic tells us the total imports were equal to 45 million market hogs, average China market weight.
Productivity is a challenge, marketed per sow per year is 15.66. There are big disease challenges and mortality is high. Also, swine genetics utilisation lags behind. With high profitability in the industry, it seems many market hogs qualify for breeding stock. This caps productivity potential. Meat produced per sow per year at 1.242 kg has lots of room for improvement. In the end, the biggest factor is 1.38 billion people averaging 39.9 kg pork consumption per capita (88 lbs), and you got the huge demand now and for our lifetime.
Other Observations
Current Market
Weaner pigs 37.82 RMB/kg – 20kg pig $110 US
Corn 1.54 RMB/kg = $5.70 US/bushel
Soybean meal 3.33 RMB/kg = $440 US/ton
Total Hog Cost – Farrow to Finish = $263 US per head
Current margin Farrow to Finish 668 RMB = 98$ US per head
Wens Group produced and marketed 17,500,000 head in 2016. At 98 US per head (668 RMB), could be around $1.7 billion in profit. It’s good to own lots of pigs at the right time!" )
END QUOTE.

YSYB IS A SOLID GOLD & BRILLIANT DIAMOND!
Principals paid over US$1. Dollar /share for their 18.2 million shares ~ now that's shocking compared to our price.
2007 Institutions paid US$2.15 / share for 10 million preferred shares, totaling over US$21.5 million dollars.
LOOK WHAT THE PRICE IS!
Chinese can't trade on YSYB shares, & the principals surely can't buy more with 18.2 million shares already.
Especially without filings, they can't access buying shares right now, as SEC rules prevent them without filings.
SO WHERE ARE WE?

YSYB IS A LONG VALUE SPARKLING BRILLIANT GEM OF VALUE!
GO YSYB> >> >>> >>>> >>>>> >>>>>> >>>>>>> >>>>>>>> >>>>>>>>>


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