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NZX Australian Agribusiness Traders Breakfast

NZX Australian Agribusiness Traders Breakfast. When it all started?. NZX’s Australian purchases: 2008: Profarmer Australia (PFA) 2009: Clear Grain Exchange (CGX) 2009: Australian Crop Forecasters (ACF) 2010: Callum Downs. NZX Australian Agribusiness. Online Grain Exchange

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NZX Australian Agribusiness Traders Breakfast

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  1. NZX Australian Agribusiness Traders Breakfast

  2. When it all started?... • NZX’s Australian purchases: • 2008: Profarmer Australia (PFA) • 2009: Clear Grain Exchange (CGX) • 2009: Australian Crop Forecasters (ACF) • 2010: Callum Downs

  3. NZX Australian Agribusiness • Online Grain Exchange • Buy & Sell Grain instantly • Direct, real time access • Secure Payment and Title • Immediate Control • Integrated with GrainCorp • Grains Information Unit • In-depth analysis • Daily Pricing data • Pre-farm & Post-farm • Full S & D by zone • Independent & unbiased

  4. Three simple aims… • Information • Provide high quality, timely information and analysis for grain marketing decisions. The PF and ACF brands are well recognised as leaders in their field. • Markets • Provide a DIY online trading platform for buyers and sellers of grain to transact with each other securely, whilst providing a transparent market for price discovery. • Infrastructure • Develop reliable trading platforms with integrated payment and settlements systems for easy, convenient trading.

  5. Our Staff… • Ron Storey – GM of NZX Australian Agribusiness Clear Grain Exchange • Tristan Shannon • Byron Wood • Nasir Ali • Lisa Barrett • TamsinDornbusch • Tess Walch Profarmer & ACF • Malcolm Bartholomeaus • Rory O’Sullivan • NaushadSamnani • David Huang • Gavin Warburton • Shane Willett Tech • Marcus Crafter • Carl Douglass • Matt Delves • TreviTriantio

  6. Clear Grain Exchange • Progress Update • What’s new in 12/13 • Australian Crop Forecasters • Our Products • Current Forecasts • El Nino? • Planting Survey • Profarmer Grain • USDA Wrap • Live Site Pricing

  7. Seasonal Trade Volumes 11/12 10/11 09/10 08/09 • REAL PRICES • REAL TIME • REALLY FAST

  8. Trade Volumes by Month 16% 20% 18% 46% • REAL PRICES • REAL TIME • REALLY FAST

  9. Trade Volumes by Port Zone • REAL PRICES • REAL TIME • REALLY FAST

  10. Time Grain is Trading (42%) (58%) 56% 44% • REAL PRICES • REAL TIME • REALLY FAST

  11. What’s new on CGX in 12/13….. • Primary focus is not changing, we are still: • Growing offer volumes on the East Coast • Increasing focus on SA offer & bid volumes • Integrating buyer systems for simplicity • New trader functionality coming soon: • More convenient ways to identify competitive offers & bids • Making it easier to track your position in the market • Review the Clear fee structure • Selling Bulk Grain…… • REAL PRICES • REAL TIME • REALLY FAST

  12. Simplifying Selling Bulk Grain • New Bulk Grain Integration with GrainCorp coming by harvest: • Eliminates the requirement to transfer bulk grain in and out of Clear • Allows you to accept firm bids instantly • 100% anonymous way to sell grain • Title is secured by Custodian (Perpetual) until funds have been received • REAL PRICES • REAL TIME • REALLY FAST

  13. Take Home Points • Still in the growth phase but becoming an established part of the market • Expanding customer base on both the buy & sell side = increased liquidity • Becoming easier to sell bulk grain through the Exchange in 12/13 • Please provide us your feedback and ideas leading into harvest…….. • REAL PRICES • REAL TIME • REALLY FAST

  14. Clear Grain Exchange • Progress Update • What’s new in 12/13 • Australian Crop Forecasters • Our Products • Current Forecasts • El Nino? • Planting Survey • Profarmer Grain • USDA Wrap • Live Site Pricing

  15. Weekly Reports • Weekly Harvest Report • Shipping Stem • Weekly Crop Conditions • INSIGHT • INTELLIGENCE • IDEAS

  16. Monthly Reports • Wheat Quality • S&D Report • Crop Report/Forecast • Rainfall Monitor • INSIGHT • INTELLIGENCE • IDEAS

  17. Current Forecast Wheat: 24.1mmt Barley: 7.8mmt Canola: 2.9mmt National Total: Wheat Carry in: 7mmt? (Feed 2mmt) Wheat: 1.9mmt Barley: 186kt Chickpeas: 267kt Wheat: 7.4mmt Barley: 2.2mmt Canola: 1.2mmt Lupins: 488kt Wheat: 7.7mmt Barley: 1.7mmt Canola: 862kt Chickpeas: 398kt Wheat: 4.0mmt Barley: 2.2mmt Canola: 394kt Wheat: 3.2mmt Barley: 1.6mmt Canola: 508kt • INSIGHT • INTELLIGENCE • IDEAS

  18. El Nino…? • INSIGHT • INTELLIGENCE • IDEAS

  19. July Planting Survey • INSIGHT • INTELLIGENCE • IDEAS

  20. ACF Costs • INSIGHT • INTELLIGENCE • IDEAS

  21. Clear Grain Exchange • Progress Update • What’s new in 12/13 • Australian Crop Forecasters • Our Products • Current Forecasts • El Nino? • Planting Survey • Profarmer Grain • USDA Wrap • Live Site Pricing

  22. USDA Report July USDA Report • Wheat US Stocks lower than expected • Global Stocks in line with expectation but more to come off global production? • Corn yields confirmed sub 150bpa US stocks below expectation • PRICES • ANALYSIS • STRATEGY

  23. USDA Report July USDA Report • Does the USDA report support the current wheat price? • Probably, and particularly if we see global production reduced by more, but wheat stocks are not critical. • PRICES • ANALYSIS • STRATEGY

  24. USDA Report • Wheat stocks need to be under 100m t outside China to support high wheat prices • Wheat stocks need to be under 80 mt outside China and the US to support high wheat stocks • PRICES • ANALYSIS • STRATEGY

  25. USDA Report • 2012 global wheat stocks not too different to 2010 • 2012 global wheat stocks well clear of previous years when wheat prices surged mid year • PRICES • ANALYSIS • STRATEGY

  26. USDA Report • PRICES • ANALYSIS • STRATEGY

  27. Live Site & Port Pricing

  28. Access Details • Current Subscribers • All you need to know is your email address and PF id. • It’s on the back of your name tag if you have forgotten it. • Non Subscribers • We are providing you with a 2 week free trial. • The login details are also on the back of your name tag. www.profarmergrain.com.au • PRICES • ANALYSIS • STRATEGY

  29. Three simple aims… • Information • Provide high quality, timely information and analysis for grain marketing decisions. The PF and ACF brands are well recognised as leaders in their field. • Markets • Provide a DIY online trading platform for buyers and sellers of grain to transact with each other securely, and provide a transparent market for price discovery. • Infrastructure • Develop reliable trading platforms with integrated payment and settlements systems for easy, convenient trading.

  30. Questions… More Information 1800 000 410 www.cleargrain.com.au www.profarmer.com.au www.cropforecasters.com.au

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