WEBVTT

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Brazil Soy harvest has reached 85%

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MT storage is full

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PR farmer hit us hard

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Now Rio Grande has no space

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That bastard Crush plant is now bidding below orginiation

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I am not worried china will buy

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They need beans for their pigs

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My Fuhrer

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China..

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China hasn't bought anything since last week

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Cofco bidding wants 20c below our origination

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everyone out except those long basis, board crush, meal premium and soybean oil premium

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You MFers said crop was 150!

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China will buy 105MMT

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Gauchos , vaqueiro f'ked us again, Meal will go to 500?! and we will party in Mar Del Plata

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Every year the same shit, you are long cash to fuck this company

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yesterday Pablo wants to buy 2024 soy basis, I should fire him right now

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5 years I am here and crop is always bigger

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I bet with Cargill Head of beans, their crop was too big

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We should fire this research team along with you

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My Fuhrer , research uses satellite technology and is 100% confident crop is less than 152.2

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You made the same comment last year and thank god I was long board crush

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My Fuhrer, you are still long board margin

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Do you log into bloomberg, do you check G&O PnL

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Crush collapsed!!

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Hedge and position are the same

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I have to fake covid to avoid risk call

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I have to go to lunch with those wheat guys

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Listen to their Russia Ukraine Russia Ukraine I feel violated

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I had to get lecture on risk management and stop loss from a wheat trader

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From a fucking wheat trader!

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Last year I told them like Denzel King Kong ain't got sh*t on me!

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Now I am Kevin Hart

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At least I am long spreads in soybeans

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NX will go to 300 and we can finish year flat

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Fine, can someone tell me how much more Brazil farmer has to sell in million tons

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I have number of 5 commercials but not our own! I should really fire research

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I should really talk to that cute recruiter from linkedin and go to a fund make 15%

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Oh well She probably hired Miguel from Bunge

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even worse some wheat trader from some Geneva trade house

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Now recession is coming, everything to Kaput

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Don't worry Research is always safe

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Start liquidating cash book

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Sell all the beans Paper Paranagua, FOB, CNF everything

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and port stocks

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Patrick, call Cofco

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Also Call Viterra -  we will ship them beans to la plata on a yatch if we have to

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I always stop out at the bottom

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I am sure I will regret this