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AdecoAgro - DD into a Value Stock that will 3x over 2022.
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major holdings in order of conviction: googl airj - they make a more efficient AC system - in partnership with GEV and Carrier, they use proprietary sorbents materials to draw water out of air before cooling, making cooling much more efficient. they also can use the clean water drawn out this way. nvni PBR.A HON - I was very early to the nuclear space and have sold everything at this point. What people don't talk enough about is that the fuel supply chain for nuclear reactors is constricted at two points - conversion into UF6 gas, and then enrichment. LEU flew already on enrichment. I am out of that now, but the only operating conversion center is half owned by Honeywell. They are also going into a breakup, with automation, aerospace etc. That worked well for GE for example. ELV - big insider purchasing recently. similar thesis as UNH, but much less drama AGRO - tether people buying this up. maybe to tokenize it, maybe to mine crypto off the biofuels. baseline, it's a profitable agriculture business. I like the diversification it gives me, and it's a bonus if they do something spicy with it that works out or buy me out.
buying up AGRO. Bull incoming
AGRO down again. Buying that meme stock
Interesting. AGRO short squeeze or rug pull?
coreweave made every believer from March rich. Bought up AGRO stock, they gonna kill it come summer
Coreweave trippled my money so maybe time to sell that. Or maybe it's a hold. Who knows. Will it go to 100? Will it? From 37 to 100 is pretty nutty in a month. And AGRO. Tether bought Adecagro in March, something like 70%. Major restructuring of a struggling company that does pay dividends. That's bound to bounce upward.
Well now that AGRO pays dividends, and recovering in its first quarter, it's the obvious next bloat bull meme.
Here comes AGRO pump squeeze. Buying cause tomorrow will probably be the ballistic take off.
selling as much AGRO as possible
AGRO is up. I'm selling. Been making small yet steady profit on the fluctuation
AGRO peak low in a while. I'mma buy that. Good for both bull and bear right now. Bear buy back, bull buy to hold
Buying up AGRO for that short squeeze.
AGRO squeeze incoming i can smell it
Memeing AGRO. A dip well below the waterline means a surge is coming
eh, dunno. loss of workers, china shifting to brazil, I think it's going to be rough on farmland. I'm banking on AGRO and DBA
I've been trimming real estate as I think economic pressure will outweigh rate cuts at the moment. (down to 3% of all holdings.) I've got some VNQI. Shifting into AGRO (vs. LAND)
CRESY and AGRO. 5k each since Milei won
Again. Bets. First, I wrote DD on Bets. A lot. On Reddit. Second. Stay away. Do nor invest 1 cent in Bets. Why? Because of rs, rs, rs, dilution dilution, dilution. Chinese treat NASDAQ (but retail mostly) like a cow. Milk. Milk. Milk. When the milking is done. Slaughter. SEC allows for retail to be milked. Surely, some skilled traders make money by entering a scam, but the majority has no clue. The majority: Kids. My argument is fairly simple. If you want to invest in miners, fine. Think. Which cars, products etc are reliable? If you feel Chinese products are reliable, please do buy. But we all know, what Chinese produce is generally shit with a short shelf life. We know, Canadian, US, UK products are simply held to higher standards. So, before buying Bets. Think about MARA, Bitfarms, HIVE, AGRO or any other product available.
AGRO on the NYSE is what you're looking for.
I'm keeping my eyes on AGRO after the MSO wave
I bought some $AGRO Aug 18 12.5 calls and some shares.
I would suggest AGRO or FPI since they're affordable ATM and have a modest but consistent returns, AGNC is also undervalued and trading around 10$ its one of my larger positions personally, and I would still do my own research for companies in fields you're familiar with. And while dividends do get taxed, you would still pay taxes on capital gains when you sell growth stocks, so keeping that in mind, I leave 1/4th of my dividend income liquid at the end of the year to pay my taxes in February when you do your income taxes
​ |MED|16.75%| |:-|:-| |QFIN|13.50%| |NRG|12.25%| |HPQ|11.25%| |WSM|9.00%| |BPOP|8.00%| |GSK|8.00%| |AGRO|7.00%| |PBR|5.75%| |ALL|3.75%| |HIG|3.75%| Portfolio update. Took gains on META and sold. Added GSK and HIG. It's about 1/3 ex-us holdings now. QFIN has been my biggest winner the past quarter at +51%. NRG being my biggest loser at -14%. I believe people overreacted when selling NRG after their recent acquisition, so I upped my position.
​ |17.25%|MED|discretionary; diet| |:-|:-|:-| |12.25%|QFIN|financial; loans| |10.25%|HPQ|tech; computers| |10.25%|BPOP|financial; bank| |8.25%|WSM|discretionary; luxury goods| |8.25%|NRG|utility; energy| |7.25%|META|tech; internet| |6.25%|ALL|financial; insurance| |6.25%|AGRO|staple; farming| |5.25%|PBR|oil| |4.25%|AMN|healthcare; staffing| |4.25%|IAU|gold| (12.25% China, 11.50% South America) (7.50% dividend)
The two I love that aren’t mentioned much: AZEK and AGRO
Thanks for the comment. The issue I'm facing is I'm unsure exactly how to balance my portfolio. Like you mentioned, some of the stocks and sectors I hold will surely continue to do well in a extended bear market. But I also have the stocks and sectors that are down -30-40% (*I didn't buy them at their height*) that will explode upwards when the market sentiment becomes more bullish (*though this may be a while*). So if I were to hold only stocks and sectors that are defensive, then I'd be ignoring the deep value in stocks like MED, WSM, HPQ. But in turn, if I were to focus only on these deep value stocks, then I will likely suffer during an extended bear market. COKE, AGRO, NRG, AMN, CMCSA, ALL; these are my defensive plays. While MED, WSM, HPQ, BPOP, PBR are my offensive plays. So I'm about 53.25% defense. Though MED and WSM have both sometimes done well during bear markets. It's difficult figuring out how to balance the deep value offensive plays with the moderately valued defensive plays. If I go all defensive, then I'd be missing the stocks that I think are great businesses and that are down -30-40% --but these stocks will likely continue to do poorly in a recession --but then again, they may be near their bottom.
So is it better to divide the dollar amount by the number of shares, then multiply it by the number of shares you own to figure out how much you'll be paid per year? Example: AGRO's dividend this year is 34,000,000. Divide that by the number of shares 110,000,000. That's 0.309 per share. Then multiply that by the amount of shares you own?
For stocks that pay quarterly dividends, yes. It appears that AGRO pays semi-annually though. Also, some stocks pay a variable dividend. This would require taking a sum of the dividends paid out in the last 12 months and dividing by the share price.
​ |MED|14.75%|discretionary; diet| |:-|:-|:-| |COKE|10.75%|staple; beverage| |AGRO|10.75%|staple; farming| |WSM|9.50%|discretionary; retail| |HPQ|8.25%|tech; computers| |NRG|8.25%|utility; gas| |AMN|8.25%|healthcare; staffing| |BPOP|8.25%|financial; bank| |CMCSA|8.25%|utility; telecom| |ALL|7.00%|financial; insurance| |PBR|3.00%|energy; oil| |*cash*|3.00%|| Made my portfolio more defensive. More consumer staples and utilities. Ready for anything now. (24.25% discretionary; 21.50% staple; 16.50% utility; 15.25% financial; 8.25% tech; 8.25% health; 3.00% energy) (4.69% dividend)
How are your trades going? Was mindful of AGRO since the Russia shit kicked off - can see its nearly doubled. Wondering if its too late to jump in on it now...
I like AGRO as a stable dividend play. Yields 7.6% annual. Volatility below 50%. Market Cap 900 million. Food Staples.
So that is why wheat stocks such as AGRO and ADM are up 30% YTD.
Commodity-tracking securities ($WEAT) or companies that produce commodities ($XOM)? If it’s the latter, who’d you find for wheat? The best I could find was Adecoagro ($AGRO).
Teucrium doesn’t offer a rice fund. Adecoagro ($AGRO) produces rice, milk and sugar. R/futurestrading Chicago Mercantile Exchange https://www.cmegroup.com/markets/agriculture/grains/rough-rice.html
$AGRO or $FPI maybe? Not financial advice of course, but these companies seem to have a lot in touch with agriculture.
Thinking about getting some long dated calls on wheat related stocks, unsure if they still have enough upside though. Preliminarily looking at BG, AGRO, ADM, WEAT, and a couple small ones. Any other good stocks/etfs to look at in that realm? Already been trading fertilizer stocks MOS and NTR for decent profits. I'm also at almost 500mg caffeine for the day. Going to need to stock up before tomorrow because I'm an idiot.
Right now I have ET, PAA, BTU, FPI, and AGRO LEAPS. I’m super bullish on energy and agriculture.
I was looking at AGRO CEAD SEED WEAT
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I’ll need to look over their website and investor info, but started with 1 June call and will probably add on any big drops like we saw today. I like it at first glance! Also, $AGRO is one to watch.
Why doesnt anyone talk about the stock I'm mentioning AGRO. There is going to be a massive rice shortage we will turn to south America.
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Thoughts on AGRO and CRESY?
AGRO market cap $1.46b
One is just under 500 million, another like 80… I can dm you those 2 Some good ones I’m watching - $AGRO, bought and sold calls on it already, waiting. $UAN, I fucked up. Big time. The spreads are fucking aweful so I avoided at 103 because I’m too degen for shares. Up like 40% in a week.
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AGRO should 3-5x by May. Trades at 3x EBITDA. Good value, better fundamentals, name-dropped on CNBC last week, and prolonged Ukraine conflict is supportive. About to moon! 🌙🌙🌙
Closed out my 3/18 AGRO call for 3x
HOLY FUCK BOYS LOOK AT $AGRO, massive volume. My 12.5 and 15 calls accumulated over the last days are going to print. I’m so dumb, but a blind squirrel finds a nut from time to time.
RUSSIAN INDUSTRY MINISTER MANTUROV SAYS RUSSIA DECIDED TO TEMPORARY SUSPEND FERTILIZERS EXPORTS $AGRO and a tiny cap seed company are my ag plays for the coming news cycle. - stupid OTM calls, 0 or 3/4 bag.
I’d take it with a grain of salt, but I have some $AGRO calls. Had and sold $CRESY calls last week (IV cranked). Both are South American though, so some major risk… massive runups already too, but $AGRO is below the high from a year ago.
“Reuters) - Russia must prioritize grain supplies to domestic bakeries over export markets, Prime Minister Mikhail Mishustin said as he unveiled fresh measures to support the domestic economy on Wednesday in the face of international sanctions over Ukraine.” They’re shaking the tree nicely to get people to sell their WEAT/AGRO plays.
$AGRO is one to watch. 2,000 contract bullets have hit OTM calls over the past few days. - I saw 1 yesterday, and I think 2 today. - look up market chameleon and you can see they were purchased at the same time today, 4k contracts Last time it had this high of call volume it pumped to 11.40, and this was before the russia/Ukraine crisis. I’m already loaded with OTM calls fyi. Be careful here if you enter. The big dogs already have their call positions, but this has room to run in my opinion.
So I didn’t find any reason to be bullish here. 30% short - when you compare with Starbucks, it has a big gap that I bet will fill and then some. They are literally only in the northwest, Starbucks stomping grounds. Fair value on simply wall street (not a good metric at all, but shows the financials are terrible) - ($.51)… negative 51 cents lmao. Also, if what OP says is true about lockup - this will definitely tank. People who bought for 23 will run for the exit. I’m still torn though, because I wanted to enter $AGRO tomorrow. Probably still will enter. Might sell some other things and get some April puts here though, seems like free money… Any opinions, on this or $AGRO? Since you are the WEAT guy after all haha.
$AGRO Agriculture business: - sugar, ethanol and energy (biggest segment - 49% of total) - dairy - rice - crops (corn, wheat, peanut, sunflower, soybeans, etc…) South American risk associated* Market 🧢 1.2 billion P/e - 10.3 Forward pe - 7.21 Below high of 2021. Volume building. Looking to enter Monday. —————————— I saw somewhere that corn going up would hurt ethanol (duh), but I wonder if this would hurt them, since they produce some corn themselves. No idea of what the sugar market is like so need to check on that, so might just go with $RTX Monday.
$AGRO Agriculture business: - sugar, ethanol and energy (biggest segment - 49% of total) - dairy - rice - crops (corn, wheat, peanut, sunflower, soybeans, etc..)
Go long on $AGRO and $CISO
FUTURE SITE OF GLORIOUS POLYTECHNIC INSTITUTE OF AGRO-COMMUNOLOGICAL STUDIES No. 14
Dude STFU. This has has gotten so AGRO lately
Everyone is SO AGRO this weekend
It would look more sincere when I have a long history of making DD on my account. Essentially building a track record of good callouts. But keep in mind when I make DD, I use public information and resources. Sure it takes time but I enjoy the outcome and quality when it is finished. Feels like I’m picking up a new hobby. This style of DD is different than my usual crappy style, it’s more organized and formal. Last one I made took me 6ish hours ($AGRO) to make. Now that I got the format and a general criteria of information I want p, this one only took me 4 hours.
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Buy $AGRO, HOLD $AGRO this week, $AGRO to the moon 📈🚀🌕💵💎🚀
Buy $AGRO, HOLD $AGRO this week, $AGRO to the moon 📈🚀🌕💵💎🚀 this is the way $AGRO
Today it's $AGRO day, Buy $AGRO,Fly with $AGRO ✈️🚀🌕💵💵💵
Today it's $AGRO day, Buy $AGRO,Fly with $AGRO ✈️🚀🌕💵💵💵
10k more $AGRO Is the good stock, only need ape forcé, Buy $AGRO now
Tomorrow $AGRO $ABEO go to the moon 📈🚀🌕💵💵💎
I'm with your drunk aunt bro. I'm going long on $AGRO cuz we gonna take that secret recipe to Europe and we gonna need herbs and chickens.
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Buy $AGRO and $ABEO 
bill gates invests in agricultural robots since the primary sector is food, $ AGRO is a leading company in the field with a large amount of capital and possibilities to grow, the stock after 11dlls will rise rapidly, $ AGRO has more growth potential than $ AMC may be at the $ GME level, buy $ AGRO ⬆️⬆️💵💎💵💎
Tomorrow YOLO $AGRO 
$ AGRO is a leading company in the agro-industrial sector, the amount of rainfall could increase production, in addition to its high capitalization I consider that $ AGRO is devalued, has great fluctuation which allows it to rise easily, $ AGRO has never had a price higher than 11dlls for which breaking this barrier $ AGRO would go up to the moon. Buy $AGRO
Full $AGRO Babies, $AGRO to the moon 📈🚀🌕💵💎YOLO 
Full $AGRO Babies, $AGRO to the moon 📈🚀🌕💵💎YOLO
Red day, take the opportunity to buy $ AGRO, $ AMC, $ TIGR, to the moon, apes brothers 📈🚀🌕💵💎
Full $AGRO, need more gas for the rocket, $AGRO to the moon 📈🚀🌕💵💎
I'm almost stoked for my poorly timed AGRO 12.5s to expire worthless tomorrow
Mu rocket for tomorrow are $AGRO $WISH $TIGR make money apes, 💵💵💎🚀🌕 see You later i going to go to the moon
$AGRO $ADM  tomorrow go to the moon
CHANCE! IT IS PRICES IN PESOS, BUT THEY WORK WITH MACHINERIES IN DOLLARS https://finance.yahoo.com/quote/AGRO.BA?p=AGRO.BA&.tsrc=fin-srch
CHANCE! IT IS PRICES IN PESOS, BUT THEY WORK WITH MACHINERIES IN DOLLARS https://finance.yahoo.com/quote/AGRO.BA?p=AGRO.BA&.tsrc=fin-srch I need your magical help to move the price of this Argentine company with a lot of potential and with a very good balance to come. IT IS NOT LISTED ON WALLSTREET AND THAT'S WHAT IS INTERESTING. WITH YOUR HELP WE CAN MAKE IT FLY !!!
CHANCE! IT IS PRICES IN PESOS, BUT THEY WORK WITH MACHINERIES IN DOLLARS https://finance.yahoo.com/quote/AGRO.BA?p=AGRO.BA&.tsrc=fin-srch I need your magical help to move the price of this Argentine company with a lot of potential and with a very good balance to come. IT IS NOT LISTED ON WALLSTREET AND THAT'S WHAT IS INTERESTING. WITH YOUR HELP WE CAN MAKE IT FLY !!!
It really sucks that reflation just died Sucks for me anyway I calls in ADM BG AGRO and TSN At least VALE is chugging along
stocks to consider, June 28, $ LOGI, a leading company in computer equipment, the company offers dividends so it is attractive for large investors and is at the lowest level of the month, $ AGRO the Argentine problem lowered it by 10% in one day which shows the opportunity to recover and earn 10% quickly, $ EXPRESS meme stock of great impact, great vilumen and positive quarterly reports that can generate great value quickly, $ DISCA is at the lowest level of the year, the company is dedicated to science-based entertainment and derivative products marks a recent uptrend, $ KHC food company striking for its dividends, has grown throughout the year and is recently at low levels.
AGRO and EWZ good places to park shares? Or do you stick to options?
I may be loved but it's not for my trading acumen 😅 so lemme see.. I finally jumped in a little on a u/FlashBrady play today, I have some AGRO 12.5c's for September. His track record is solid overall and it's his highest conviction play, but he probably got a better entry than I did.
I'm holding AGRO and adding on dips My cost basis has been lower than any low reached so far.
The plays I just mentioned aside from CLF all have two things in common: Brazilian commodities. Also why I'm big on AGRO
Nice. I made like 20% jumping in and back out on AGRO I think. Could've made a lot more prob but too busy losing it buying RBLX puts 🙃
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