Ag trade ideas

Cat88 · May 3, 2018

TraDaToR said:
Now the discount is close to -120 GBP on dec... That is a once in a decade opportunity...This is violent.

is that differential priced in GBP? I just was looking at the current spread in GBP and it seems somewhere around 148? Am I comparing the same thing?

Cat88 · May 3, 2018

ryker said:
FND: First notice date. Day after which you might have to take delivery.

thank you

TraDaToR · May 5, 2018

I am short ZC Mar19 Butterfly @ -0.5 on seasonals. Forgot to post yesterday.

TraDaToR · May 5, 2018

Cat88 said:
is that differential priced in GBP? I just was looking at the current spread in GBP and it seems somewhere around 148? Am I comparing the same thing?

I did the spread in the december expiry. I am in the green since yesterday so the discount must be much smaller. I can't calculate the exact value now as C, CC and GBPUSD have all different settlement windows.

TraDaToR · May 10, 2018

TraDaToR said:
Long ZM Q/U @ 3.2 this morning.

-Seasonality
-China may import more soymeal if they finally put their 20 % tariff on soy.

Out @ 1.7

TraDaToR · May 11, 2018

Short HO Aug/Sep @ -0.0011.

Seasonals + high level. I know it is not an ag trade.

Rachmaninov · May 11, 2018

Oil was Ags

TraDaToR · May 16, 2018

Short Robusta coffee Jul/sep/nov butterfly @ 13.

- New rule effective july make owning stocks more expensive which is bearish jul/sep.
-Seasonality

i960 · Jun 3, 2018

TraDaToR said:
Short Robusta coffee Jul/sep/nov butterfly @ 13.

- New rule effective july make owning stocks more expensive which is bearish jul/sep.
-Seasonality

What’s the new rule btw? Is it exchange related or something else?

You still in the cocoa arb @TraDaToR ? I’ve been long still since we were last discussing it.

Cat88 · Jun 3, 2018

Does anyone have insight into sugar and coffee moves last week? Especially Friday's session. Strong out and then reversal by the close