We are adjusting our 4Q10 and FY11 estimates to reflect a slower ramp-up in production at IPSU's Port Wentworth refinery and the feedback we received in our conversation with management. We recognize that many investors are frustrated by...
READ MORE >IPSU reported its 3Q10 results this morning and issued its 10-Q filing for the quarter. Overall, the company's topline exceeded our expectations, but EPS fell short due to continued efficiency issues at the company's Port Wentworth refinery as well as a few other one-time...
READ MORE >Almost one year ago, we introduced IPSU as a long investment idea. At that time we argued IPSU shares were poised to witness substantial upside based on the following: The company's Port Wentworth refinery was on the brink of...
READ MORE >Yesterday we had the opportunity to speak with Hal Mechler, CFO of Imperial Sugar Company. Management's tone was more positive than on the company's most recent conference call both about the broader sugar market and the...
READ MORE >Earlier this week, the USDA released an update on its World Agricultural Supply and Demand Estimates. Overall, the report was generally supportive of higher raw sugar prices. Domestic raw sugar prices have come under pressure in the...
READ MORE >IPSU reported 2Q10 earnings results this morning. You can read the full release here. As we discussed in our preview of the quarter, IPSU's operating results were hampered by a slower than expected ramp-up of capacity at the company's...
READ MORE >SELL/SHORT
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SELL/SHORT
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SELL/SHORT
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LONG
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LONG
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PAIR TRADE
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PAIR TRADE
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LONG
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SELL/SHORT
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PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
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PAIR - LONG KNL/SHORT MLHR
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PAIR - LONG CSGP/SHORT LOOP
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LONG
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SHORT
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