Archer Daniels Midland
ADM is the biggest corn processor in the world. This partially casts the company as a corn syrup supplier to the likes of Coca-Cola
Oilseeds processing also hit a snag in the quarter. Profits there dropped roughly 25% from last year's record quarter. The crop of rapeseed has come up short this year, which is pressuring margins in Europe. Excessive biodiesel imports have done the same.
Despite the quarterly margin squeezes, ADM still managed to meet or beat its profitability targets for the year. The company had sought a return on net assets 5% in excess of its estimated cost of capital, and it leaped that hurdle handily. Part of that success was attributable to costs staying under the threshold of $110/metric ton produced.
I'm personally not the biggest fan of ethanol as a solution to our energy demands, but ADM does strike me as a formidable operator, especially compared to its small rivals Pacific Ethanol
If you believe in ethanol, you'd better believe in Archer Daniels Midland. Someday Wall Street may believe as well, and that's when the sparks will really fly.
Related Foolishness:
- The Politics of Ethanol
- Fueling the Debate: Ethanol vs. Biodiesel
- New Kid on the Farm: Cellulosic Ethanol
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Fool contributor Toby Shute doesn't own shares in any company mentioned. A lot of buzz surrounds The Motley Fool's disclosure policy.