pmoc2001
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Posts posted by pmoc2001
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Thanks for those interesting ideas, PMOC.
Welcome to GEI.
(I am wondering how you found the website.)
Long time lurker and convert from HPC
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My first post so be gentle.
I like the idea of investing in agriculture. I cannot perform the kind of in depth analysis that most on this site can do. How ever I enjoy the fundamental perspective.
In my mind all food produced cannot be eaten right away. Therefore investment in cold storage solutions might be the way forward?
Here are some ideas.
Fenland and Partner Logistics - investing heavily in sector
http://www.partnerlogistics.eu/index.php?o...9&Itemid=51
Norish plc
http://www.norish.com/page/1/welcome-to-norish/
Kuehlhaus Zentrum AG (Public, HAM:KUZ)
Cold storage engineering.
Chart Industries
Inc NASDAQ:GTLS
ETR:LIN - For refrigeration gasses
Beyond Gold - Food! Time for Agri Stocks (& Uranium)?
in Gold, FX, Stocks / Diaries & Blogs
Posted
Great. Welcome abord here. I will add some charts to your posting, if you dont mind
== == ==
Please do. I am continuing my research in this area. These types of cold storage warehouse are covered by REITS so are tax efficient. REITS are bombed out at the moment.
1. There are a finite number of pallet spaces for cold storage
2. They need to be near where the food is produced and at ports
3. Cannot be built quickly
4. Need to be run well unlike india and SA e.g. Automated.
A big player?
Security Capital Investment Trust, in one fell swoop became No. 1 in Europe following the purchase of Frigoscandia AB
http://www.allbusiness.com/wholesale-trade...e/695409-1.html
and,
Director dealings in Norish PLC
Norish announces that it was informed on the 12th November 2009 of the purchase of 150,316 Ordinary Shares of nominal value €0.25 each by Ted O’Neill, Chairman at a price of 36.5 pence per share on 12th November 2009.
Following this purchase of shares, Ted O’Neill is the beneficial owner of 2,453,353 Ordinary Shares, representing 29% of the Company’s current issued share capital.
http://www.norish.com/announcements/93/dir...share-dealings/