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J-MAS Sales Recommendation Report – May 21st, 2014

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Who would have thought, we have nailed our original targets in both Canola and Durum sitting at 60 and 61% move captures respectively (that is without cost of carry mind you – the next Marketing Plan Monday out one of the next two weeks will capture that info).  It was kind of a fail upward kind of year but we saw solid marketing performance by simply avoiding the panic selling in Jan-Feb and waiting for levels we knew could return.

Lentil remains our loan poor spot (at 29% of The Move) and we don’t expect that to last much longer and are positioned to capture the imminent upswing.

 

 

 

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