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     dogalog
Member
Username: dogalog
Post Number: 1086
Registered: 03-2004Rating: N/A
Votes: 0
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| | Thursday, April 07, 2005 - 01:03 pm: |  
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Oz is known worldwide as a clean,green source.We're d'Coolist on this planet,for such.Maybe that's why THEY tariff us out,i nix know.
BUT agri business has some traps and,well I'm here to tell you about one of them.
Lead Time-how long it takes for fruition is one.The best example of this in my living memory was Avocadoes.Once avo's were $5 each,it was in d'70's and we weren't plantationed in Avo then,they may well have been a California import[like oranges now]Anyhow we all discoved qucamole and corn chips and got the need for avocadoes other than in prawn cocktails.
The government thought this raising of our sophisto palate may be a good thing so they gave tax breaks for Avo Farms as schemes and what do you know,in a blink,there were all these projections,glossy prospectuses and,well i,me,used to sell them with a completely clear conscience.
"It's not just a Tax Dodge,Dr Smith.You'll make money down the road.Soon as the crop comes in?You'll have a Tax problem then,but we'll sort that when the time comes,Sign now and DEFER"-that's what i'd say.
The problem came when the crop came in.Cos i weren't being shifty,the clients were Legit in doing d'Defer BUT when all those avocado trees that were produced,well swamped the market.Avocadoes dropped from $5 to 50 cents.All the profit projections?weren't worked to 50 cents.They were in 'real time'then not predicting,plucking figures from the air to predict the FUTURE.
Anyhow i remember avocadoes and think of almonds now as well as get the picture on investing in Agri business.I want to hear about Food Companies,i just wanted to point out my angle that ain't gunner budge.
cheers,
jr
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holycow
Member
Username: holycow
Post Number: 1091
Registered: 08-2004Rating: N/A
Votes: 0
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| | Thursday, April 07, 2005 - 03:51 pm: |
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Dr,
Interesting piece. I think I might have a solution to solve the cane-toad problem... I know its skin has some kind of wart and is poisonous - but I believe if anyone can find a way to skin that critter without releasing the poison, then, we have a bonanza here - we can export cane-toad leg to Asia for a tidy $$$ and at the same time get rid of this menace to the eco-system.
What do you think? 
Cheers.
HC
"... if you've got a chart, I have an opinion!"
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dogalog
Member
Username: dogalog
Post Number: 1091
Registered: 03-2004Rating: N/A
Votes: 0
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| | Thursday, April 07, 2005 - 04:28 pm: |
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Once there was a push to smoke them canetoads HC.Yes someone read in a book that American Toads had mind altering possibilities.They just didn't bother to research which ones.After a coupla deaths,smoking canetoad skins got left as a tourist trap or for young players.
You can take a trip by being bit by a Taipan too,the end effect is the same as a canetoad skin not properly cured.
BUT i'll be in it with ya,HC,do ya reckon we could convince d'Japs that it's the new blowfish?
You really should get Fin Rev,hc.Coles is lining itself up to make a BIG mistake.That's partly why MTT has taken off.MTT is going to carry the name brands,known and loved,of food while Coles ditches them for Home Brand.There's talk of the big oseas cos teaching Fletcher a lesson by sweet heart dealing with WOW[maybe]+ the independents[?]Anyway its a Corporate move that may benefit the 'little blokes]MM is asking and i reckon a crack into new high is on.Staples,HC,i'm watching that.
cheers,
jr
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holycow
Member
Username: holycow
Post Number: 1095
Registered: 08-2004Rating: N/A
Votes: 0
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| | Thursday, April 07, 2005 - 06:33 pm: |
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Dr,
Canetoad disguised as blowfish? Now that's a good idea... we can even throw in a marketing line like "if this stuff doesn't kill ya... it will make ya stronger!". And attached that with an Arnie look-alike. That will convince the Japanese! 
Btw, I believe the consumer sector will be the next sector to look at because of its current abysmal form. Any self-respecting fundies are probably putting up crosses around this sector - for the time being, that is. But once the worry of more interest rate hike is out of the way and people get use to higher prices, I have a feeling their spending habit will return.
What'd you think? You reckon we should have a thread just for this consumer staples/discretionary sector?
Cheers.
HC
"... if you've got a chart, I have an opinion!"
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dogalog
Member
Username: dogalog
Post Number: 1092
Registered: 03-2004Rating: N/A
Votes: 0
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| | Thursday, April 07, 2005 - 07:36 pm: |
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HC,
we could export stuffed cane toads.d'Hippies are already making them playing pool/snooker,sitting round smoking pipes,stuff[ed] like that.
We don't need to step on that girlie man Arnie's copyright,HC!A real canetoad is the size of a Football,standing up!We could get it about arnies size with steroids,i betya!
Actually there is a lot fewer canetoads now than in the 60's.You couldn't drive down the road at night being a pure Buddhist then.Gee they're hard to kill.Ya have to put them in an icecream bucket and freeze the blighters.That or pour dettol on them.My wife goes for the freeze,me i just tell her when they're in the yard.Make a sound like a stick in a tin,incessantly in season.
They are hoping to wipe canetoads out.Don't want them in Kakadu.Didn't bother them as long as the Toad was in Qld,of course.
Anyway,yeah consumer sectors OK as long as Coles/Myers ain't approached 'positively'.Looks like we have to do the Ramp on Pac Brands 4Ann,but i draw the line on CML,allright?
I'd like to find a Food but,well,i'm not keen on Salmon and I'm not going in Golden Circle til i see where they're going.
Anyhow,you enunciated y our position this morning re Volatility real good,hc.Noticed how pl makes no/nix reference to me in his'last word' posts?Gosh,i can be misunderstood easy.Tough Bosoms,i reckon.
cheers hc,
jr
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holycow
Member
Username: holycow
Post Number: 1100
Registered: 08-2004Rating: N/A
Votes: 0
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| | Thursday, April 07, 2005 - 09:36 pm: |
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Dr,
Come on now... you can't take all the glory. Gotta give some to others - like me.
You're not kidding that critter is the size of a football? Just imagine how much "meat" in that pair of legs! Yum!stick! - how'd you like this brand of canetoad leg for the export market?
I don't know what you are thinking - CML I think once the sector recovers will shoot for the moon. I think it might even hit 12 easy. WOW is trading at 16.50 currently. Granted the book isn't as good in CML, but I reckon they are regaining the confidence of the fundies. I am watching this one.
Cheers.
HC
"... if you've got a chart, I have an opinion!"
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ann
Member
Username: ann
Post Number: 406
Registered: 04-2004Rating: N/A
Votes: 0
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| | Thursday, April 07, 2005 - 10:09 pm: |
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jr I heard that dogs up your way have started licking the backs of cane toads and are giving themselves a 'high'. I wonder what the bark of a spaced out dog sounds like? 'Foow, foow, foow' perhaps?
No jr you shouldn't ask HC to ramp on Pac brands, he has gone to such an effort to talk it down, don't spoil his fun. I haven't the heart to tell him I still hold and intend to do so. He knows for sure what's happening to it, so who am I to argue with someone who obviously has such very well informed knowledge. Maybe he asks the witches like PL does!!!!!...Mirror, mirror on the...ohh no that's not right. Does sir hang left or....no, that's not right either. I've got it!....the spinning crystal having spun, spins on and all the tears.....rats, that's not right either.....I give up. I guess I'm not wearing the right colour black turtle neck tonight!!!!!
That Michael Heffernan from Holsts reckons amongst other stocks, CML will do well along with, now wait for it....ta da, SUL.
That's what he reckoned at the ASX yesterday anyway.Oooh they love him. He uses peoples names when he talks to them and gives away Mars bars to the audience, if you answer one of his questions, which I avoid doing, so I didn't get a Mars bar.
He has started his own web site too. I think you have to pay for his 'tips' on the site. Not sure, haven't checked it out yet.
Food stocks, not too many to choose from these days... BPC? Does a nice little 'channel trade' is that what it is called? On its way down at the moment but that's as it should be, I would have thought, having just touched the upper channel resistance line.
I could post you a chart jr. I have learned how, now so any time you want a chart, I can do it for you. Just tell me the time frame you want and any of those 'indicator' thingys for the bottom. Moving averages whatever, I can do it all, no worries...sweet. I can even do a rainbow chart. Love them, they are so pretty!!!
I had better go and check to see if my cauldron....ahem kettle is boiling yet!!!!
Toodles
Ann
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oldwombat
Member
Username: oldwombat
Post Number: 321
Registered: 04-2004Rating: N/A
Votes: 0
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| | Friday, April 08, 2005 - 12:16 am: |
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jr you asked for Senomyx.
I heard about this product yonks ago. Never new who was makin it, thought to myself, that's one way of covering up crook food. Make it so you can't taste how bad it is. Anyhow that's enough editorializing from me. Feel free to indulge, you might be taken with the idea, I might be offending you. I have wacked in a couple of links,plus an article from the New York Times.........
Food Companies Test Flavorings That Can Mimic Sugar, Salt or MSG
By MELANIE WARNER
Published: April 6, 2005
Several big food and beverage companies are looking at a new ingredient in the battle for health-conscious consumers: a chemical that tricks the taste buds into sensing sugar or salt even when it is not there.
Kraft Foods, Nestlé, Coca-Cola and Campbell Soup are all working with a biotechnology company called Senomyx, which has developed several chemicals, most of which do not have any flavor of their own but instead work by activating or blocking receptors in the mouth that are responsible for taste. They can enhance or replicate the taste of sugar, salt and monosodium glutamate, or MSG, in foods.
By adding one of Senomyx's flavorings to their products, manufacturers can, for instance, reduce the sugar in a cookie or salt in a can of soup by one-third to one-half while retaining the same sweetness or saltiness.
Now, for instance, a 10 3/4-ounce can of Campbell's Home-style chicken soup, which the company says contains two and a half servings, has more than 2,300 milligrams of sodium. That would probably be cut to a little over 1,500 milligrams when the chemical is added. (The government recommends consumption of no more than 2,400 milligrams of sodium a day.)
Unlike artificial sweeteners, Senomyx's chemical compounds will not be listed separately on ingredient labels. Instead, they will be lumped into a broad category - "artificial flavors" - already found on most packaged food labels.
"We're helping companies clean up their labels," said Senomyx's chief executive, Kent Snyder.
Senomyx, based in San Diego, uses many of the same research techniques that biotechnology companies apply in devising new drugs. Executives say that a taste receptor or family of receptors on the tongue or in the mouth are responsible for recognizing a taste. Using the human genome sequence, the company says, it has identified hundreds of those taste receptors. Its chemical compounds activate the receptors in a way that accentuates the taste of sugar or salt. It is still experimenting to determine the most potent compounds, its chief scientist, Mark Zoller, said.
While food safety experts applaud efforts to reduce salt, MSG and sugar, they expressed concerns about the new chemicals, saying that more testing needed to be done before these were sold in food.
But Senomyx maintains that its new products are safe because they will be used in tiny quantities.
Kraft, Nestlé, Coca-Cola and Campbell Soup have contracted with Senomyx for exclusive rights to use the ingredients in certain types of food and beverages, although the companies declined to identify those categories.
Elise Wang, an analyst at Smith Barney, said that Kraft was planning to use Senomyx's sweet flavoring to reduce the sugar in powdered beverages like Kool-Aid by one-third. Campbell Soup, she said, is looking at cutting sodium levels by a third with the salt flavoring.
"There's applicability for our soups, sauces and drinks like V8," a spokesman for Campbell, John Faulkner, said.
A Kraft spokesman declined to offer specifics on the company's relationship with Senomyx, but said that Kraft was committed to reducing the sugar and salt levels in many products. Nestlé and Coke also declined to comment.
Senomyx's salt enhancer, in particular, has the potential to be a boon to the food industry. For years, corporate scientists have been looking in vain for ways to reduce sodium levels in packaged food without losing flavor.
"It's a real challenge," said Christine M. Homsey, senior research food scientist at Food Perspectives, a consulting firm in Plymouth, Minn. "Nobody's come up with anything even close to ideal."
The Center for Science in the Public Interest, an advocacy group based in Washington, is seeking to get the Food and Drug Administration to pay more attention to the high sodium levels in packaged foods. In February, it filed a lawsuit seeking to force the F.D.A. to regulate salt as a food additive. The effort, if successful, could spur companies to limit salt in their products.
Mr. Synder said that Senomyx's salt enhancers were still in the development phase and would not appear in foods for at least two years. The company's most advanced product, he said, is its replacement for MSG, which last month received safety approval from the Flavor and Extract Manufacturers Association. He expects food items with this product to appear in supermarkets sometime in the first half of next year.
http://www.ipohome.com/common/ipoprofile.asp?ticker=SNMX
http://www.senomyx.com/
It's listed in the states, doing well by all accounts.
Almost never eat canned or packaged muck so it really doesn't spin my wheels all that much.
howca nanyth ingsur vive?
OW
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peterloh
Member
Username: peterloh
Post Number: 1104
Registered: 03-2003Rating: N/A
Votes: 0
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| | Friday, April 08, 2005 - 08:00 am: |
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Hi JR,
Interesting article on avocados and cane toads.The way to make a $ out of cane toads is to breed them genetically so that they lose all their toxins. In that way we can sell them to Asia as a delicacies, like shark fins eh!
PL
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Disclaimer: Please note that comments made in this column is mainly for the interpretation of charts in technical analysis. It is not made in my professional capacity and should not be taken as advice.In my professional capacity I am only allowed to give advice on certain managed funds authorised by my license dealer.Any share discuss is for general interest and should not be relied on to make an investment decision.It is likely that I may own the shares that we discussed as a trade or as an investment. Please consult your stock broker or financial adviser in regard to your personal situation.
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dogalog
Member
Username: dogalog
Post Number: 1096
Registered: 03-2004Rating: N/A
Votes: 0
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| | Friday, April 08, 2005 - 09:33 am: |
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High Peter,ann,hc and OW,
pl-Wouldn't genetic modified cane toads be just French frogs?
ann-PBG will need all the help it can get when people work out they don't need branded underwear,let alone any at all!
HC-just drinking boiled water that has cane toad eggs in it has killed small children.IF you want some idea of it's effects,down in your parts[Victoria]there's a plant called Datura,Old vitorian gardens featured it.It's not called commonly Angel's Trumpet for fun.Have a cup of tea made from it.Tell us when you come back.
OW-so that's the one that can make cardboard taste good.Salt and sugar are also used as preservatives,right?THEY will have to up those levels when this junk hits.Oh wombo,don't you eat vegemite or jam?
It's a crime how the Buck has got into the basic need for food.
arrrhwegot PROBLEMS,sooooomanyproblemmmms,
where's an unnnnnnnnn derstandin heaaart?
[adapted from GENE P's town without pity,any septic sceptic readers]
regards,
jr
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holycow
Member
Username: holycow
Post Number: 1105
Registered: 08-2004Rating: N/A
Votes: 0
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| | Friday, April 08, 2005 - 09:51 am: |
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Dr,
I have no idea why OW has turned away from being a vegetarian... the last time I took a peek at him, he was still munching twigs and roots and was clamouring for a fight with that darn windmill... that was eon ago. How things change these days.
HC
"... if you've got a chart, I have an opinion!"
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peterloh
Member
Username: peterloh
Post Number: 1107
Registered: 03-2003Rating: N/A
Votes: 0
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| | Friday, April 08, 2005 - 10:01 am: |
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JR,
Imagine turning waste into a product, and rubbish into gold, whatever you call it. YUM YUM.
PL
-------------------------------------------------
Disclaimer: Please note that comments made in this column is mainly for the interpretation of charts in technical analysis. It is not made in my professional capacity and should not be taken as advice.In my professional capacity I am only allowed to give advice on certain managed funds authorised by my license dealer.Any share discuss is for general interest and should not be relied on to make an investment decision.It is likely that I may own the shares that we discussed as a trade or as an investment. Please consult your stock broker or financial adviser in regard to your personal situation.
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