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mcsharkey

08/28/15 12:21 PM

#36904 RE: RandyK #36902

"Peck on the cheek?" Damn Cowboy, we're all bound for glory with full french kisses upon each of these consummation threshold points. All about moving average sciences. I've been figuring it out for a while. Never did get a kiss at earlier thresholds.

You're probably all UPLAND cotton in West Texas, and that works out.

We have this generalized estimate derived from Maxim's just released RE-EVALUATION

Louis Dreyfuss Commodities has ordered 20 million pounds of DNA-marked cotton. While the initial order is relatively small, we believe this order could generate between $2M-4M of revenue. Once LDC..... etc.

That's breaking down to 10-20 cents a pound. WTF? We can't use that as a factor for Supima cotton processes can we? Thinking Stony Brook is charging middleman fees after a lot of processing. Actually, Not sure where that fee's derived from. Can't be at the growers cost.

This Lu\ouis Dreyfuss buy seems to be a lot further along in the supply chain than when the cotton would first be marked. What would be a reasonable cost for a grower or first mill to be looking at cost per pound?

We're guessing on what may be coming from Supima cotton returns. Missing something cause we're coming $20 Million, NICE. Doubtful.

Dunno how hot it was for this summer, I see you're abnormally dry.
That cuts into our cotton outlook (Divatek, Wakefield Inspection):)

VR
Mike
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apdn1mill

08/31/15 9:46 AM

#36932 RE: RandyK #36902



Still GOLDEN CROSS happened

50 DMA - $3.01
200 DMA - $2.99