Sugar Mom

[Sugar Mom @frenchboredape]

@BenniKim of course prices will increase, I mean, continue to increase in India and likely on sugar number 11, see the post made by @HedgeSugar on the news published by @thetribunechd and @bsindia.

Indians always default, especially when not enough money to be shared, like now...

[Sugar Mom @frenchboredape]

- Funds short over 100k lots...may be 130k live...
- Shortage of raws in Centre-South,
- China will buy more...
- India will offer 150i's...nobody will buy...will they take the loss and deliver as raws or will default ? Mama bets on defaults...

[Sugar Mom @frenchboredape]

imagine now that CLI, Brazil main sugar terminal, will do its maintenance during 2nd half of March as per one forwarded me...aff....ship owners are happy with the demurrage they will collect.

[Yet another commodity guy @tleilax___]

The annual fight between corn, soybeans and sugar for export capacity in Latam will soon start.

Some basis & timespread volatility trade a-comin' !

[Sugar Mom @frenchboredape]

Wow....
Sugar
Drought
Serious

[Sugar Mom @frenchboredape]

@sugarboredape @RealSugarHedge @HedgeSugar @SugarWilmar Hey Cousin, reaching out for your advice. Shall I buy or sell ?
Flat price or spread or both ?
Thank you !

[Sugar Mom @frenchboredape]

@sugarboredape @YQuanke hahahaha.....I have tons of CBIOS to sell you at 150 pts equivalent !

[Sugar Mom @frenchboredape]

@sugarboredape Dear Cousin, shall I buy or sell here ?

[Sugar Mom @frenchboredape]

@theupsettrader @ARealSugarExprt @NotWilmarSugar has it ever mattered ? 🤣

[Sugar Mom @frenchboredape]

@NotWilmarSugar hey @HedgeSugar you live in his mind RENT FREE !

[Wilmar Sugar @SugarWilmar]

** Latest UNICA actuals confirming the stronger crystallization capacity in place**
SH April: sugar mix continue to surprise the market at 48.4%, an increase of +4.8% y-o-y, while the Kg of Sugar/ton of Cane indicator set an impressive number for the period, at 53.3kg +14.2% y-o-y.

[Sugar Mom @frenchboredape]

@theupsettrader @NotWilmarSugar 🤣🤣 take it easy @theupsettrader they are clearly not well. next time, leave their FAKE NEWS for 1 day or 2, otherwise they will look worse than their PnL (if this is possible...)

Node is number 1 sugar physical broker, apparently.

C'est Dommage to be exposed like this !

[Sugar Mom @frenchboredape]

@sugarboredape @theupsettrader Cousin, I will help cause you have much more important things to do, remember, if you don't take care, others will 👉👌

Crop year versus calendar year.

Raizen Q4 is Calendar Q1 = Jan 1st to March 31st 2024.

[Sugar Mom @frenchboredape]

@NotWilmarSugar 20 votes, congratulations ! May be you can give another day to see if we reach 21 votes or may be 22 votes, would be amazing !

by the way, @SugarWilmar posted, c'mon, do something.

[Sugar Mom @frenchboredape]

@tx_marcelo @WeAreLDC Have you considered that the opposite is also true, with ethanol under water, if world market is not there to take Brazilian sugar we go to one digit…

If you think Brazil won’t perform, sell S&E shares !

[Sugar Mom @frenchboredape]

@theupsettrader @NotWilmarSugar @SugarWilmar @HedgeSugar He is nervous not because you exposed him, again, but because my cousin, @sugarboredape not only abandoned him post H24 expiry, but changed side ! The Club is breaking a part.....

[Sugar Mom @frenchboredape]

@BugbearSug79142 highly appreciated, merci.

[Sugar Mom @frenchboredape]

@NotWilmarSugar pls give more time so see if we break 20 votes !

[Sugar Mom @frenchboredape]

@NotWilmarSugar @SugarWilmar our upset colleague has a point, SP + MG account for 80% of the sugar produced in Centre-South, huge. Indeed, Unica numbers are very concerning, I start to worry about my long position.

[The Upset Trader @theupsettrader]

@NotWilmarSugar @SugarWilmar It took you 2 days to come up with this ? really ?
all the weekend thinking on how to comment and this ? come on, you can do better...come on, do something.

may be a poll about the production in Madagascar ? Rwanda ? or about mix 6% above in SP and 4.5% in Minas Gerais ?

[Sugar Mom @frenchboredape]

@sugarboredape @SugarWilmar daddy Ape doesn't like to see his sweet ape lying....