Cosan (NYSE:CZZ)

great #3 Intrinsic value, Pitroski

12/16

value stock

Cosan bought Exxon's retail filling station network in Brazil in 2009, greatly increasing its distribution power. Last month, Royal Dutch Shell launched a $12-billion biofuels joint venture with Cosan, merging ethanol, sugar and conventional fuel divisions.
In the U.S., repealing the $6 billion in ethanol subsidies and removing a $0.54-per-gallon tariff import tax on foreign sugarcane ethanol is just a matter of time.

Brazilian company; sale and production of sugar and ethanol. TTM P/E 1.7.

Forecast is for strong sales growth the next 2 years but quarter revenue performance has not been reliable. Difficult to say, but SarahGen likes it.

large sugar and ethenol producer in Brazil.

Seems logical that sugar is one of the last commodities to rocket. So many uses. 10B in sales, good agreement with Shell.

The US refuses to use energy efficient sugar to make ethanol, wastefully burning corn instead, creating an greater need for foreign ethanol than ever before. Ethanol gas percentages have been approved up to 15% from 10%. The lower gas mileage for all vehicles using it as fuel will increase the need for both imported gas and imported ethanol. Brazil will keep the largest relative world portion of ethanol production for many years. Their production process is at least 20 years ahead of the world. Cosan is the largest producer in Brazil. An easy pick!

it is a good stock to buy.

I sold half my position in real life @10, DO NOT SELL THIS STOCK!

No-brainer ernery play. Cosan is the distributor for Esso products in Brazil. Has a joint-partnership w/ Shell. Received a large loan from BNDES. Go!

Cosan look set to benefit from any move away from fossil fuels. They are also joining forces with Royal Dutch Shell to distribute fuels within Brazil. They are set to be the world's largest bioenergy operation. If you think that biofuels are the future then they seem well placed to expand.

Brazil has huge natural resources, with sugar cane providing a new fuel ingredient / option. CZZ is a large player in this market.

Best of breed with a fallback to ag.

deal with shell

Red Raider is Lord

Cosan's earnings are about to take off. With sugar at 24 cents per lb, and ethanol prices in Brazil up by 31% since July, the earnings reports will be outstanding for at least the next two periods. For the entire fiscal year, earnings will exceed $1.50 per share.
The stock is a bargain at $8.

Great bet given it is one of the best Sugar producers in the world. In a pinch, sugar ethanol totally outperforms Corn ethanol without crunching food supplies. If/when the Middle East gets messier, Sugar Ethanol demands will make this stock more valuable than gold!