Mark Hume
960 posts


@BDoubleTrucker @agrobaz Bulldog on the bonnet. Rebushed hendrickson. 1100 tyres. 15 speed with 2 speed auxillary. 15 years worth of dust. Got all the gear. 😂
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@BDoubleTrucker @agrobaz U mite like this 8 legger too trucker. Shiny pipes and all. Prob make more money with this one. 😂😂

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@Malcolm_Bart I think you’re confused between us futures and the world wheat market. Anyway, good luck
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@BDoubleTrucker Your view but for those who trade ASX wht or use A$ swaps it’s a pretty good barometer. Not many farmers in Australia sell their wheat in US$.
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@Malcolm_Bart Daily quoting of the aud value of cbot is one of the most valueless pieces of analysis I have ever seen. Anyway, all the best
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@BDoubleTrucker Once a day may be less than ideal but it is a snapshot of the value when US mkts close each day. Gives a consistent day to day move. The Aust mkt reacts to the A$ value of CBOT, thus relevant. The A$ value is also more representative of wht price in other countries outside the US
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@JamesColquhou10 @USDA Covid lull? You couldn’t make this stuff up
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@LinkBrokering @GoddessofGrain Running a bogie convertible and hitting the pokies every day a 3 pm sees my break even at 23 c/km
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@GoddessofGrain Same in Aus. Rates have been only just sustainable for the past 12months for bulk grains etc. and been about the only time for the past 4 years it has been and fuel was at its most expensive.
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@mullewa_man @WAFarmersGrains Why you would look at us futures in a macro f*ck out environ I would never know. Sure aud is falling, go chart the Ruble and the Hryvnia, better use of time than us futures. If you think we are getting more competitive relative world wheat market out the curve, you are flat wrong
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@WAFarmersGrains Over the last week CBOT futures (blue line) have stabilised but the AUD (black line) has fallen sharply. It can change pretty quick but the story for now is the world doesn't need our iron ore but it still needs our grain. Its a good time to be an Aussie farmer (assuming 🌧️).

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@MarketCheck1 @mullewa_man @WAFarmersGrains I’m troubled by this. Can you wrap the actual numbers around it? Exports to date, exportable surplus and export assumption for feb March April.
By my numbers you have 260 k left to export post April. Over 5 months of crop year and zero exports oct nov...
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@mullewa_man @WAFarmersGrains In other words, by the end of April, WA will have exported ~95% of its exportable surplus...by far a record vs previous seasons and explains why its rallying vs offshore and EC...

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IKON have gone 🎾 🏀 🎱 to the wall with that prediction this far out Trying to influence the market? East coast will be wall to wall cereals but I reckon barley will be the safe bet for a lot of blokes in NSW this season who have been missing out Just my opinion🤷♂️ @WheatWatcher

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@GrainTrades At least I don’t have to read your grain trading updates now
Pls remember to pay everyone this time around
Thx
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@GrainGrowersLtd @D_LittleproudMP @HoskingBrett @D_LittleproudMP I’ll let your department check Newcastle port or maybe abs, but stakeholders are well informed that wheat exports OF THE SAME QUALITY as imports have and will continue to be exported from Newcastle, which is 270km from the import facility
@Sally_Mallee
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@GrainGrowersLtd @D_LittleproudMP @HoskingBrett @D_LittleproudMP we are still waiting for comment on the wheat imports you unnecessarily and detrimentally allowed on the eve of the last federal election!
Since this time, australia has exported 7 or 8 mmt of wheat, while you allowed 1 COMPANY to import abt 500 k
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@Strawhats7 What about #sorghum ! The quest for 3 mmt continues
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Fantastic rain coming for northern NSW and QLD #wheat
Sam Heagney@samheagney
It’s raining on the plains again!!
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@dirtwork69 Reputable source? Or just because the first numbers look good, you believe the curve numbers?
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@aagapi @KellyAlspals @richperkins33 @MartyMeatPies @MarketCheck1 @StefanGrainMan @CrundallNick @JMSecurities Sounds pretty flimsy to me
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@BDoubleTrucker @KellyAlspals @richperkins33 @MartyMeatPies @MarketCheck1 @StefanGrainMan @CrundallNick @JMSecurities Platts Wheat, Ind. Offer: FOB Kwinana, APW (AU), Mar-Apr, Ind. Offer at $275/mt, Handy/Supra
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