SÜDZUCKER WKN: 729700 ISIN: DE0007297004 Forum: Aktien Thema: Hauptdiskussion

Kam schon am 19.4, also auch früher, daraufhin die Einstufung der deutschen Bank, Ziel 14 Eur- hold.

Laut ING sollten heute von Südzucker vorläufiger Bericht zum Geschäftsjahr kommen??? Von Hawesko sind Sie gekommen! Von Lpkf sogar früher als ING angibt.

Das hört sich doch auch gar nicht so schlecht an.

If you want to have an exposition on sugar by a company that produces sugar and other crops (with own land - so there is a direct correlation between prices of crops and earnings - not like in the case of processors), you can take a look at Aedecoagro listed at NYSE. They should have - rather easily free cashflow of at least 200 mln USD in this year, with 1mld in current capitalization.

Suedzucker does not benefit from the higher sugar prices per say yet, as it does not have any free sugar (due to low yields of sugar beets last season). The prices in big contracts are 'fixed' over the summer - and then what can only, in general, affect the results is how high the yields will be. Still, growing sugar prices, are increasing the probability of high levels over the contracting season which starts in July. In any way, the likelihood, that the prices for new contracts will be higher is very , very high - what is in the game is how high they will be. With poor 3.5mln tones production and currently ~90 USD difference in prices we have extra ~262 mln eur better income - which in this case is almost direct EBIT income. Additionally, if the yields will not be as poor as in the previous season, the results may be even better. Recently there was report (closed for public reading so far), that reduces the prediction of the Brasil's output by 6.5 mln tons. This is likely the reason for a recent upswing and the end of correction. In any way, if the prices of sugar will not drop significantly, we shall reap the reward by autumn, when high results will be shown.

Der höhere Zuckerpreis schlägt sich noch nicht auf den Aktienkurs nieder.

Na da haben wir doch wieder eine wertige Diskussion. Eigentlich haben wir heute Nachkaufkurse.

Bin und bleibe auch drin👍

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Wenn jetzt die 200Tage Linie wieder überschritten werden kann(ca. bei 13,90) dann sieht es auch Chart technisch gut aus

Pat

Moin, gehe zu 100% mit Patrick d'accord. Bin und bleibe drin!

Sehe ich genauso 👍