Cosan (CZZ)

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!

I like-a da sugar, daddy!

Net growth over four months

Brazil has the climate to outperform anyone with sugar cane growth. You could say, there is some mightly sweet sugar in Brazil. Ummburg...

This is a good play on sugar/ethanol which I think will move higher; taking this stock with it.

Commodity / Ethanol

Good growth and earnings.

everybody needs a lil' suga

Chinas starting to get a sweet tooth. Watch sugar prices rise as china starts eating sugar.

Definitely the right product for the times. Even if ethanol isn't the perfect solution a lot of people think it is a better solution.

Cosan is in a business it can win: climate and resources dictate that Brasil can beat all comers at the ethanol game. What's to keep them from succeeding in certain markets? Tariffs and subsidies.

I predict that over time American lawmakers will come to see the folly of restrictive tariffs as we seek to wean ourselves off Middle Eastern oil.

I see this as a stepping stone from fossil fuels, not a true alternative energy though.

real($) better priced now giving exportation a boost,bovespa oversold, consumer sentiment favorable for ethanol usage, sugar demand continues up despite health warnings of obesity,high istitutional ownership(most bought at IPO at $10.50 us aug 2007!

bye-bye benzine.

I'm sending Cosan a blank check

Etanol de Brasil

CZZ will most likely climb crumbly over 2008. As sugar cane needs rise as we balance the nations energy resource platter . . .

THE REASON IS SIMPLE. CZZ HAS JUST SET UP A MIL. DOLLAR DEAL WITH THE SWEDES FOR THIER BIO SUGAR. A SWEET DEAL(GET IT). AND AS LONG AS THE "GORE WHORE'S" CAN'T BREATH THE DIRTY AIR THEY WILL BE LOOKING FOR BIO UNDER EVERY ROCK (LIKE HIS HEAD). AND UNLIKE CORN YOU USE THIS BIO IN YOUR COFFEE!

The way I see it, this is about 25% undervalued.

This is an ag AND an energy play... probably the two hottest markets in the coming decades. I think this will go up significantly in the next year or two, then level off and be a solid, predictable stock in the decade thereafter.

As oil prices raise, sugar ethanol will becam a more affordable fuel option. GM, Ford already have the technology to create dual fuel cars since the 1980's when Brazil first started to use sugar based ethanol. In addition, sugar ethanol is more efficient, cheaper and productive than cor ethanol. Once the US gov. bans tarrifs on sugar ethanol, the product will likely to reach the American market.