S_CFarms

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S_CFarms

S_CFarms

@S_CFARMS

Farm and build stuff #PlanterworxAg

Funk, NE (With an N) Katılım Şubat 2012
1.4K Takip Edilen894 Takipçiler
Colin Landforce 🛠
Colin Landforce 🛠@landforce·
ive never followed someone so fast after reading a single post
Dirt Cheap Banks@dirtcheapbanks

I have built a spreadsheet. It has 847 rows. Each row is a community bank in the United States with a market cap below $200 million, a price-to-tangible-book ratio under 0.85, a non-performing loan ratio below 0.4%, and a CEO who has been in the role for at least twelve years. I update it every Sunday from 6 AM to 11 AM while my family attends church without me. I have visited the headquarters of nineteen of these banks in person. I have eaten a complimentary lobby cookie at each one. The cookies are how you can tell. A bank with a good cookie is a bank that respects its depositors. A bank with a stale cookie is a bank that will be acquired within 36 months at a 40% premium. I am never wrong about the cookies. The cookies have never lied to me. The cookies are the only thing left that tells the truth.

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Scott Van Pelt
Scott Van Pelt@notthefakeSVP·
I just yelled OHHHHHH so loud I sprained something. What a game. 🌽
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S_CFarms
S_CFarms@S_CFARMS·
@WillyWonka325 @SoybeanTrader88 If I remember right, the markets were very headline, and “Trump tweet” driven in his first term. Typically what he said would happen eventually did. More times than not. Seems to be running the same course Fundamentals are out the window
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Willy Wonka
Willy Wonka@WillyWonka325·
@SoybeanTrader88 To be fair to the analysts there is no edge in fundamental analysis when you are driven by politics
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SoybeanTrader88
SoybeanTrader88@SoybeanTrader88·
#soybeans #oatt Bearish analysts who have been wrong for almost $2 to the upside, after recovering $1 in yesterday's decline, now think we are going back down another $1. Wow. Just wow. "Traders should trade. Analysts should eat donuts." #permabears
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Brady
Brady@BradyD78·
Just talked to our fertilizer and seed guy and he said urea is now $.98 per lb actual 😳 I’m thankful I bought it last Dec. He said I would be shocked at the number that didn’t pre-pay. He said corn acres are switching fast around here 🤷
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S_CFarms
S_CFarms@S_CFARMS·
@GGunthorp @WindsorSe7en @BradyD78 My point was that the renewable fuels keeps the prices at a level to incentivize planting any crops at all. If corn was just being fed to animals how cheap would it be with what we can raise now a days. It’s just a theory
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Greg Gunthorp
Greg Gunthorp@GGunthorp·
Prove me wrong….. 10% mandate for Corn Ethanol is part of the government induced green new scam. It’s just an attempt to clean up the air but doesn’t really produce much net energy nor clean up air and water.
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S_CFarms
S_CFarms@S_CFARMS·
@GGunthorp @WindsorSe7en @BradyD78 One could make the argument that renewable fuel subsidies are merely a vehicle to keep enough incentive in the grain markets to produce enough cheap feedstocks for meat based protein supply’s. All while lowering energy costs and dependence on foreign energy. Just a thought
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Greg Gunthorp
Greg Gunthorp@GGunthorp·
@WindsorSe7en @BradyD78 I started this whole thread to see if people would get the hypocrisy. Solar subsidies are gone. Ethanol is still at the trough and has mandates. Both over environment not energy independence. I think some got that. Some are still in their tribes…..arguing. lol
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S_CFarms
S_CFarms@S_CFARMS·
@BradyD78 @grok give me a breakdown of this article and give me a 12 month outlook
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FarmPolicy
FarmPolicy@FarmPolicy·
According to data from the Brazilian Association of Vegetable Oil Industries (ABIOVE) released in 2025, #Brazil’s #soybean daily active processing capacity in 2025 was 219,842.0 metric tons, up 28.5% from 2020. From the @USDA_ERS: tinyurl.com/7d9p4c9p
FarmPolicy tweet media
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𝙎𝙇𝙀 𝘼𝙂𝙍𝙊🇧🇷
𝙎𝙇𝙀 𝘼𝙂𝙍𝙊🇧🇷@StaLuziaEsteio·
@S_CFARMS I have received information that in the north of Mato Grosso region of Sinop and in the southwest of Goiás region of Rio Verde they are having this issue. The two regions are very relevant to soybean production but I can’t tell you how important these losses are
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Mike77
Mike77@HuskerMike77·
@agtradertalk More likely we import corn dry grind ethanol to USA from Brazil from a US designed n firm built before we get E15 nationwide. Lol. So predictable...
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Garrett Toay
Garrett Toay@agtradertalk·
Refresh my memory, wasn’t E-15 promised the first term?
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S_CFarms@S_CFARMS·
@PetersenFarms It’s been available in other states i.e. Nebraska for years. If it was so troublesome to the vehicles we would have heard about that by now. So much bad information out there. We have such an over supply of corn. (USDA) that the effect on food cost is non existent
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S_CFarms
S_CFarms@S_CFARMS·
@gwiesefarms A unicorn within 10 miles? The chances of that are extremely small. It’s a great thought but not applicable to a majority of the farming community
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Grant Wiese
Grant Wiese@gwiesefarms·
@S_CFARMS Sometimes it is worth looking 10 miles in another direction, even just for a few years.
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Grant Wiese
Grant Wiese@gwiesefarms·
Instead of waiting for the perfect farm to buy… Find a farm needing some sweat equity or is slightly inconvenient. This can become the down payment for the perfect farm when it actually comes up for sale in 5 years.
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Laurentian
Laurentian@LaurentianIAA·
@buperac When does a crop input stop being fertilizer and become a financial tool....
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bu/ac
bu/ac@buperac·
If you wanna know what is really happening, natural gas is going parabolic so these fertilizer companies sell off their natural gas contracts they signed at $0.80 and cash in big. Then price of fertilizer spikes up & supply is limited. When they can’t meet their contractual needs with fertilizer production, because they made too much money on the gas side, the call a force majeure, claiming they had to shut down their plant and can’t honour their fertilizer contacts so every farmer has to buy at an elevated rate with limited supply.
bu/ac tweet media
The Western Producer@westernproducer

No fertilizer price relief expected for this year vist.ly/4p9e7 #cdnag #westcdnag

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S_CFarms
S_CFarms@S_CFARMS·
@usuallystuck70 If we don’t need to get rid of corn because prices are fair, then we take a dividend on the returns. If they fall too far we start dumping. The government could do the same and it would save a ton of tax dollars vs subsidy. Lobbyists don’t like that idea though
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USUALLYSTUCK70
USUALLYSTUCK70@usuallystuck70·
@S_CFARMS Then what? Why is this happening again? When’s the next time we see this happen again? Remember?
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S_CFarms
S_CFarms@S_CFARMS·
Food for thought….. Farmers form their own private “check off”or “tax”. If we all paid $20/acre of corn, bought 4-500mil bushels of corn from those 97mil acres and we just dump that shit in the ocean…..problem solved. Or create a set-aside. That way these big corps loose2
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CRNAfarmer
CRNAfarmer@CRNAfarmer2·
Yesterday a friend reported that they went to dump a load of soybeans in Edgeley. Zero line. Drive in/out. Last year the trucks were waiting on the highway
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S_CFarms
S_CFarms@S_CFARMS·
@VanceCrowe 145bu/ac Sold for $6 = $870 180bu/ac Sold for $4.83=$870 One of these scenarios has way less cost associated with it. The problem is all producers would have to participate and that will never happen We are our own worst enemy!
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S_CFarms
S_CFarms@S_CFARMS·
@chief321 So common here our local high school has them as their mascot😂. The Dusters!
S_CFarms tweet media
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Keşfet

@landforce @WillyWonka325 @SoybeanTrader88 @BradyD78 @steveconaway1 @GGunthorp @WindsorSe7en @grok