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Re: mu12450 post# 943

Friday, 05/28/2010 4:23:37 PM

Friday, May 28, 2010 4:23:37 PM

Post# of 1156
I spoke with IR the other day and he told me that with 65% being held by JBS and another 25M shares by Bo, the float is quite low!

I watched the various conferences online via their web site and the first quarter had around a 57M loss due to the previous bk proceedings, which will not be repeated.

We are down currently due to last Falls fixed yearly agreements. This Fall, they will be renegotiated; with hopefully a higher price.

Also, there are some areas of the industry of which they are predicting a 10% increase.

Population is growing! With JBS behind us, I see quite a bit of upside.

I rode TSN up from from the low 5's to low teens; I see PPC has much much more potential - this was in the 30 to 40 range for quite a while - upside goal is 50 for me in 5 years.

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