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The high end of your guidance at four twenty-five is it fair to say that it implies kind of that starting in July, assuming, as you said, with a lag you'll see the benefits in July in the high end ...
could we see the U.S. at that point becoming a net importer of soybean oil? And if that happens, given that we have a bunch of tariffs
if you can clarify a little bit the $100 million benefit from the Decatur restart, is that '26 versus '25 or the eventual benefits
In VCP, firstly, you had some pretty solid operating income, even though AS&O margins by calculations were at multiyear lows
I want to go back to nutrition specifically for Q4. So your commentary was pretty positive in that human nutrition had higher volume and pricing versus last year
how is the guidance, I guess, on the low end and frankly even adjusting for the dividend even on the high end. Lower year over year
my two questions are firstly, $0.80 in Q1 that will be probably, you know, the lowest EPS figure in a long time
were there any synergies so far in Q3 or planned for Q4 material as part of that, I think, $341 million you had stated in your proxy.
what was the impact accretive or dilutive from Viterra versus where would Bunge have been on a stand-alone basis?
it looks like we're still adding probably a good 10%, 15% to meal supply in North America in the next 2 years and obviously, prices there are moving lower
How is the Destrehan crush expansion going? And if you can provide any commentary with regard to CapEx there, expected earnings contribution and progress?
can you breakdown your margins for U.S. soy and Canadian canola versus the margins you had in the rest of the world?
how confident are you that actually they will approve the transaction soon? And if actually there is a chance that this may not happen, what is your backup plan
on Viterra, previously, you had said that it most likely would be dilutive in year one. And I want to see if you can put a finer point
How should we think a little bit about that for this year? And on CapEx, I think previously you had mentioned around $2 billion for 2025
what is actually driving lower incremental margins this year versus 2025?
can you also mention any other major or discrete items that you see affecting your income statement or your cash flow next year versus 2025?
what are you hearing from your customers regarding their response to any potential changes, including needs to reformulate?
can you discuss a little bit what's your color exposure? And also given that we may see a structural shift to natural dyes here, is this an area where you would like to expand
can you discuss how many of these have already happened in prior years before 2024