Viterra Inc

VT-T

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about VT-T

Signal
Opinion
Expert
COMMENT
COMMENT
December 7, 2012

6.406% bonds due Feb 16/21. What impact will a takeover by Glencore have on these? Feels that at the end of the day this will be negative for bondholders and positive for stockholders. Glencore is not guaranteeing Viterra’s debt. Also, they are planning on selling about $2.6 billion of Viterra’s assets, which is a negative for the bonds.

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Viterra Inc (VT-T)
December 7, 2012

6.406% bonds due Feb 16/21. What impact will a takeover by Glencore have on these? Feels that at the end of the day this will be negative for bondholders and positive for stockholders. Glencore is not guaranteeing Viterra’s debt. Also, they are planning on selling about $2.6 billion of Viterra’s assets, which is a negative for the bonds.

BUY
BUY
November 12, 2012

(Market Call Minute) Buy because it is off a bit from the implied deal price.

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Viterra Inc (VT-T)
November 12, 2012

(Market Call Minute) Buy because it is off a bit from the implied deal price.

HOLD
HOLD
August 3, 2012

Thinks this is a done deal. Glencore has taken it over. There are parts of business that AGU had taken over and sold to CF industries. A week to 3 weeks and this should be wrapped up.

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Viterra Inc (VT-T)
August 3, 2012

Thinks this is a done deal. Glencore has taken it over. There are parts of business that AGU had taken over and sold to CF industries. A week to 3 weeks and this should be wrapped up.

PAST TOP PICK
PAST TOP PICK
July 5, 2012
(A Top Pick June 30/11. Up 56.27%.) This company was acquired. Sold his holdings at $16.
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Viterra Inc (VT-T)
July 5, 2012
(A Top Pick June 30/11. Up 56.27%.) This company was acquired. Sold his holdings at $16.
SELL
SELL
June 5, 2012
Nothing is going to happen to the company. It is dead money for now. No prospect for another bid so not prospect for upside. Hopefully you can find something better to do with the money.
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Viterra Inc (VT-T)
June 5, 2012
Nothing is going to happen to the company. It is dead money for now. No prospect for another bid so not prospect for upside. Hopefully you can find something better to do with the money.
SELL
SELL
May 29, 2012
Approved takeover today so it will be de-listed. At this point you take your money early and re-invest it. Move the money to Alliance Grain Traders.
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Viterra Inc (VT-T)
May 29, 2012
Approved takeover today so it will be de-listed. At this point you take your money early and re-invest it. Move the money to Alliance Grain Traders.
COMMENT
COMMENT
May 25, 2012
The sale of this company has been approved and Saskatchewan government will not be interfering.
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Viterra Inc (VT-T)
May 25, 2012
The sale of this company has been approved and Saskatchewan government will not be interfering.
PAST TOP PICK
PAST TOP PICK
May 4, 2012
(A Top Pick June 30/11. Up 53.5%.) Sold at $16.
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Viterra Inc (VT-T)
May 4, 2012
(A Top Pick June 30/11. Up 53.5%.) Sold at $16.
PAST TOP PICK
PAST TOP PICK
April 23, 2012
(A Top Pick May 30/11. Up 34.3%.) Sold his holdings at $16 on the takeover news.
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Viterra Inc (VT-T)
April 23, 2012
(A Top Pick May 30/11. Up 34.3%.) Sold his holdings at $16 on the takeover news.
COMMENT
COMMENT
April 18, 2012
Subject to a takeover with a bunch of people looking at different chunks of the company. Likelihood of further gains on a potential takeover is pretty limited.
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Viterra Inc (VT-T)
April 18, 2012
Subject to a takeover with a bunch of people looking at different chunks of the company. Likelihood of further gains on a potential takeover is pretty limited.
PARTIAL SELL
PARTIAL SELL
April 10, 2012
(Market Call Minute.) Will likely be taken over. Sell out when it gets taken over.
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Viterra Inc (VT-T)
April 10, 2012
(Market Call Minute.) Will likely be taken over. Sell out when it gets taken over.
SELL
SELL
March 27, 2012
Thinks most people will opt to take the money and run with it. He took profits at $14 because he thought it was fully valued. Is glad he did because if the bid were thwarted, it would go back where it was. He thinks it will ultimately close.
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Viterra Inc (VT-T)
March 27, 2012
Thinks most people will opt to take the money and run with it. He took profits at $14 because he thought it was fully valued. Is glad he did because if the bid were thwarted, it would go back where it was. He thinks it will ultimately close.
N/A
N/A
March 19, 2012
About to be taken over by a conglomerate. Have had a kind of struggled relationship wit the market. It ran up and ran back down. They are very large. But the issue is how well managed are they. The parts are worth more than they are worth. The market is skeptical on all sorts of levels. A lot of the stock has moved into the hands of the owners. They mute the trading and wait for the deal. The best companies in Agri are private. Still holds some. He is overweight the energy sector, but not gas.
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Viterra Inc (VT-T)
March 19, 2012
About to be taken over by a conglomerate. Have had a kind of struggled relationship wit the market. It ran up and ran back down. They are very large. But the issue is how well managed are they. The parts are worth more than they are worth. The market is skeptical on all sorts of levels. A lot of the stock has moved into the hands of the owners. They mute the trading and wait for the deal. The best companies in Agri are private. Still holds some. He is overweight the energy sector, but not gas.
HOLD
HOLD
March 16, 2012
People are looking at their numbers and it is almost a foregone conclusion that someone will get them. There are lots of people that could find parts of CY very attractive.
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Viterra Inc (VT-T)
March 16, 2012
People are looking at their numbers and it is almost a foregone conclusion that someone will get them. There are lots of people that could find parts of CY very attractive.
BUY WEAKNESS
BUY WEAKNESS
March 13, 2012
It tells him that he wants to be involved in the agricultural space. At this price it is too expensive. If it pulls back he would buy it in a heartbeat. People need to get exposure to agriculture.
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Viterra Inc (VT-T)
March 13, 2012
It tells him that he wants to be involved in the agricultural space. At this price it is too expensive. If it pulls back he would buy it in a heartbeat. People need to get exposure to agriculture.
COMMENT
COMMENT
March 9, 2012
People are interested in acquiring VT because of the changes in the Canadian Wheat board.
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Viterra Inc (VT-T)
March 9, 2012
People are interested in acquiring VT because of the changes in the Canadian Wheat board.
DON'T BUY
DON'T BUY
February 28, 2012
Not really a “go to” stock for him anymore because of the changes that are happening in the Canadian deregulation of the wheat board. This will have some impact on the company that is modestly positive but it is very important to keep track on the handling margins. Fairly valued at $11.
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Viterra Inc (VT-T)
February 28, 2012
Not really a “go to” stock for him anymore because of the changes that are happening in the Canadian deregulation of the wheat board. This will have some impact on the company that is modestly positive but it is very important to keep track on the handling margins. Fairly valued at $11.
BUY
BUY
February 21, 2012
Likes it for the long term. Will be a beneficiary o the demise of the Canadian wheat board. More people will want to sell through them. Will be competitive within that business. Likes the balance between North Hemisphere and South Hemisphere. He will stick with it. Could do well over the next few years.
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Viterra Inc (VT-T)
February 21, 2012
Likes it for the long term. Will be a beneficiary o the demise of the Canadian wheat board. More people will want to sell through them. Will be competitive within that business. Likes the balance between North Hemisphere and South Hemisphere. He will stick with it. Could do well over the next few years.
COMMENT
COMMENT
February 13, 2012
(Market Call Minute.) Proven to be a little riskier than was thought. People are holding because they think the break up of the Canadian wheat Board will be beneficial for it but lost money last order because of their marketing division.
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Viterra Inc (VT-T)
February 13, 2012
(Market Call Minute.) Proven to be a little riskier than was thought. People are holding because they think the break up of the Canadian wheat Board will be beneficial for it but lost money last order because of their marketing division.
DON'T BUY
DON'T BUY
February 10, 2012
Has it as a neutral with a target of $11. Likes it fundamentally as a long-term story.
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Viterra Inc (VT-T)
February 10, 2012
Has it as a neutral with a target of $11. Likes it fundamentally as a long-term story.
DON'T BUY
DON'T BUY
February 9, 2012
Somewhat a prisoner of its Saskatchewan pool legacy. Pools were not primarily set up to make profits but to serve the interest of the farmer. They were very heavy on building up a lot of capital facilities and not focused on getting a return. If he wanted to play agriculture, he would be inclined to look at some of the US companies or fertilizer.
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Viterra Inc (VT-T)
February 9, 2012
Somewhat a prisoner of its Saskatchewan pool legacy. Pools were not primarily set up to make profits but to serve the interest of the farmer. They were very heavy on building up a lot of capital facilities and not focused on getting a return. If he wanted to play agriculture, he would be inclined to look at some of the US companies or fertilizer.
BUY
BUY
February 6, 2012
Good, long-term hold and this is a good entry point. One back one disappointment of the grain handling side. Has disclosed that the winding up of the Canadian wheat Board will add $40 million in EBITDA to their bottom line this year. If this does happen, you are looking at a $13-$14 stock so under $11 is a good entry point.
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Viterra Inc (VT-T)
February 6, 2012
Good, long-term hold and this is a good entry point. One back one disappointment of the grain handling side. Has disclosed that the winding up of the Canadian wheat Board will add $40 million in EBITDA to their bottom line this year. If this does happen, you are looking at a $13-$14 stock so under $11 is a good entry point.
HOLD
HOLD
January 27, 2012
There was some noise over the Cdn Wheat Board’s recent decision, which probably hurt it a bit. Thinks the worst is over. He is currently getting interested in the agriculture space.
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Viterra Inc (VT-T)
January 27, 2012
There was some noise over the Cdn Wheat Board’s recent decision, which probably hurt it a bit. Thinks the worst is over. He is currently getting interested in the agriculture space.
TOP PICK
TOP PICK
January 23, 2012
Doesn't feel the market appreciates the structural changes that are going on in the industry with the demise of the Canadian Wheat Board. Expect that grain handling margins will be going up because of this. Lately there have been stronger fertilizer volumes.
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Viterra Inc (VT-T)
January 23, 2012
Doesn't feel the market appreciates the structural changes that are going on in the industry with the demise of the Canadian Wheat Board. Expect that grain handling margins will be going up because of this. Lately there have been stronger fertilizer volumes.
DON'T BUY
DON'T BUY
January 20, 2012
On a long-term basis, you are ok. But short term he prefers AGU-T
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Viterra Inc (VT-T)
January 20, 2012
On a long-term basis, you are ok. But short term he prefers AGU-T
WATCH
WATCH
January 4, 2012
His model price is $16.67, which is a 55% upside but for him, he has to see you go about the $11.40 level. This is a cyclical and cyclicals sometimes do okay but this one is waiting for some good economic/world growth news probably. Possible target of $16.
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Viterra Inc (VT-T)
January 4, 2012
His model price is $16.67, which is a 55% upside but for him, he has to see you go about the $11.40 level. This is a cyclical and cyclicals sometimes do okay but this one is waiting for some good economic/world growth news probably. Possible target of $16.
BUY
BUY
December 19, 2011
With the government planning to scrap the wheat board, will this benefit companies like this? This company will be one of the prime beneficiaries if the wheat board is disbanded. They are already one of the main grain handlers. Into agro products in Canada and Australia. Very attractive price.
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Viterra Inc (VT-T)
December 19, 2011
With the government planning to scrap the wheat board, will this benefit companies like this? This company will be one of the prime beneficiaries if the wheat board is disbanded. They are already one of the main grain handlers. Into agro products in Canada and Australia. Very attractive price.
COMMENT
COMMENT
December 13, 2011
Company is amazing in its depth and breadth. A very serious, world scale company and owns 95% of the grain space in Australia. There has been a 30% falloff recently on the price of wheat. The stock has been stuck in a narrow range for a very long time.
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Viterra Inc (VT-T)
December 13, 2011
Company is amazing in its depth and breadth. A very serious, world scale company and owns 95% of the grain space in Australia. There has been a 30% falloff recently on the price of wheat. The stock has been stuck in a narrow range for a very long time.
COMMENT
COMMENT
November 18, 2011
This is an agricultural play. Demand for higher protein diets continues to grow from emerging markets. Price-to-earnings or price-to-cash flow is a reasonable way to value this company. Be aware that it is cyclical as it is a commodity play. Both geographically and seasonably diversified.
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Viterra Inc (VT-T)
November 18, 2011
This is an agricultural play. Demand for higher protein diets continues to grow from emerging markets. Price-to-earnings or price-to-cash flow is a reasonable way to value this company. Be aware that it is cyclical as it is a commodity play. Both geographically and seasonably diversified.
BUY
BUY
November 14, 2011
Favours the agriculture sector. This is the handling and processing company will benefit from the upper trend in agriculture. Doesn't have as much of a direct play but is a slower and steadier player. Good networking Canada and they're getting into Australia. Good play for the long-term.
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Viterra Inc (VT-T)
November 14, 2011
Favours the agriculture sector. This is the handling and processing company will benefit from the upper trend in agriculture. Doesn't have as much of a direct play but is a slower and steadier player. Good networking Canada and they're getting into Australia. Good play for the long-term.
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