Isagro (ISG) Si può sbagliare un rigore a porta vuota?

g.d'orta ha scritto:
Fleursdumal ha scritto:
parlate per caso dell'epidemia che ha colpito gli aranceti brasiliani e le coltivazioni di soia?


Ruggine asiatica, sì.


c'è stata qualche infezione anche negli USA però pare sotto controllo e il resto l'hanno fatto gli uragani che si son abbattuti in serie sugli aranceti della Florida.
In Sudamerica invece la situazione mi sembrava seria ma è un pò che non ne sento più parlare nei vari report sulle commodities, son notizie già uscite qualche mese fa. Se leggo qualcosa di nuovo riporto qui prontamente.
 
willi ha scritto:
complimenti a fleursdemal...
peccato non averti seguito...
buon gain a tutti
:)

purtroppo sapevo della notizia perchè seguivo le materie prime sui grains, non ero assolutamente al corrente del fatto che Isagro stesse nell'agrochimico. Oggi +7% :eek:
 
MARKET TALK: Isagro, +5,6% possible ingresso di un fondo
MILANO (MF-DJ)--Isagro +5,57% a 8,25 euro si porta di slancio sopra la resistenza di 8 euro con scambi che hanno interessato oltre l'1% del capitale. "Anche ieri il titolo è stato protagonista di un'ottima performance, ma non ci sono notizie tali da giustificare un movimento così brusco. Nelle sale operative si ipotizza l'ingresso di qualche fondo. Isagro infatti offre ottime prospettive di crescita, in particolare in Sud America dove si sta diffondendo rapidamente la "ruggine asiatica" una malattia delle piante che si debella con il tetraconazolo, uno dei prodotto di punta della società", spiega un trader. La società non ha voluto rilasciare dichiarazioni in merito all'andamento del titolo in borsa. per
 
un report del 05/01

DJ Brazil Sees Asian Soy Rust Spread - Govt Researchers

SAO PAULO (Dow Jones)--The deadly Asian rust soybean fungus has now been
identified in 128 municipalities across Brazil's agricultural belt, up from
88 two weeks ago, government pathologists said Wednesday.
The fast-spreading fungus, which can cut yields by 80%, has appeared
early in the current 2004-05 crop cycle, increasing the risk of losses, and
reports of its appearance are expected to multiply as Brazil's record crop
reaches the later stages of development.
"A lot of cases were identified during the vegetative development stage
of soy," said Rafael Soares, crop pathologist at the Agriculture Ministry's
research agency, Embrapa.
Last year, Embrapa estimated rust caused losses of 4.5 million metric
tons out of a crop of 50 million tons.
Of the 128 registered cases of the fungus this season, only 64 are in
commercial crops.
Some 71 of the total cases are in the southern state of Parana, Brazil's
second largest soybean producer.
In contrast, there have been only 18 cases reported in the No. 1 state of
Mato Grosso, an area ravaged by the disease last year.
In Mato Grosso, delays in planting and a lack of rain may have been
responsible for the limited number of cases, said Embrapa's Claudine Seixas,
in a press release.
At the moment, there have been no cases reported in the newer soy states
of Tocantins and Bahia, which are isolated from the main soy belt in the
north and northeast of the country and have also suffered from a lack of
rain.
Since it first appeared in 2001, rust has spread on the wind to all of
Brazil's soy-producing regions. The disease reduces the plant's leaf cover,
exposing soy pods to the searing summer sun.
 
Stavolta il nome della Isagro è comparso addirittura in un market special della dow jones newswires

DJ Soybean Rust Disease To Promote Switch To Cotton-Analysts




By Alison Guerriere
Of DOW JONES NEWSWIRES


NEW YORK (Dow Jones)--As Asian soybean rust continues to spread throughout
the U.S., market analysts said the disease could lead to a switch to cotton
from soybeans for some producers.

Carl Anderson, a cotton marketing specialist at Texas A&M University, said
Thursday a change could add about 300,000 acres to cotton.

"The biggest hit will be the Delta and the Southeast (for soybean rust),"
he said during a question and answer session of the cotton economic outlook
panel at the Cotton Beltwide Conference in New Orleans.

Anderson said he believes that banks will be less willing to lend money for
soybeans as spraying for Asian rust could add $30/acre for fungicide.

"You might see some encouragement from lenders to plant cotton (instead of
soybeans) and we could see more acres for cotton."

Anderson said he is anticipating 14.3 million acres will be planted for
cotton next season, but wouldn't be surprised to see that figure move toward
14.5 million acres. This season approximately 13.5 million acres of cotton
were planted.

One company stated Wednesday during the conference that it had a new
solution for soybean farmers who are worried about the effects of Asian rust
on their crops.

Valent U.S.A. Corp. said it will market a product, called Domark, which it
called a "leading edge" fungicide, developed by Isagro SpA.

The active ingredient in Domark is tetraconazole, a triazole fungicide that
holds both a preventive and curative activity to control soybean rust.

Isagro President Dennis Krass said in a statement that this is the third
year the fungicide has been used in Brazil for controlling Asian soybean
rust.



-By Alison Guerriere; Dow Jones Newswires; 201-938-5959;
[email protected]

(END) Dow Jones Newswires
 

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