"Are you kidding me? Poly Technology helped COFCO import 6 million tons of soybeans from Argentina? Where did they get so many soybeans? Didn't you say that the market there has been monopolized by us?"
In ADM's office, Connett frowned and yelled at Walter opposite.
"...They are using official reserves, and we have no way to intervene in this area."
"Moreover, we didn't expect them to be so bold. The 6 million tons of reserves... This is almost their annual export volume."
"If anything unexpected happens, their entire domestic soybean market will collapse..."
Walt's face was full of doubts. He couldn't figure out why the Argentine officials made such an unreasonable decision.
When most of the market is divided up by ADM and Cargill, wouldn't it be further pushing ourselves into the abyss to use grain reserves on a large scale?
What conditions did the Chinese negotiate with them that made them so crazy?
Looking at his expression, Connet became even more furious.
"You mean, even you don't know the logic behind this transaction? Then please tell me, as a 'professional' like you, what is your expertise?"
"According to your plan, COFCO should obviously go to Brazil to purchase soybeans, which is the market with the most abundant reserves!"
"But what's the reality? What they're looking at is not the open market at all, but the reserves of each country!"
“After Argentina, who else?”
"If you could judge this information earlier, maybe we could prepare in advance, but now, it's too late!"
After listening to Connett's words, Walter fell silent.
It’s not that he doesn’t want to refute, or that he doesn’t want to point out, “We are originally a commercial company, and you are talking about the work of your May meeting.”
However, precisely because they were the May Party, they could not refute it.
Once they are angered, it is difficult to say that even ADM can escape unscathed.
After all, the power of that huge organization is far from limited to the grain market.
After a long silence, he finally sighed and said:
"Mr. Connett, we are helpless because of this situation."
"But, objectively speaking, it won't have a material impact on our plans."
"As you said before, our goal is the market here and the pricing power in this market."
"Then, the most critical step is still to smash the market later."
"You know, the price of soybeans in the current market is still high, and it is impossible for all the 6 million tons of soybeans purchased by the other party to flow into the market in the short term. We will eat as much as they invest!"
"As expected, soybean prices will continue to rise within a month."
"As long as we continue to push up prices within this month, tease the desires of those speculative companies, and let them make a last ditch effort to consume their remaining funds and resources, we can still achieve our goal."
"So, our plans must be accelerated - all the news that has been prepared for a long time must be released."
"Then, in two weeks, we will launch our takeover plan!"
Connett stared at Walter indifferently, his sharp eyes seeming to pierce him. The latter also faced him without fear, and a silent contest began between the two.
Finally, Connet was defeated.
He looked away and said:
"Just do as you say!"
…
Two days later, ADM's offensive in the soybean market finally launched in full swing.
One piece of news is deliberately put into the public opinion market. In this era when information is still relatively scarce, these news will undoubtedly stir up waves of turmoil.
However, in contrast, these waves were all blocked by rocks.
A newspaper just published a piece of news that said "The international soybean market is experiencing supply difficulties and the shortage may continue." Two hours later, another equally influential newspaper immediately published the news that "Soybeans are stuck at Brazilian ports and excess production cannot be digested." "News.
Subsequently, the news that "bad weather continues in the soybean-producing areas of the United States, with the highest temperature reaching 40 degrees" was suppressed by the news that "rains are falling in Argentina, and the Ministry of Agriculture predicts an increase in grain production."
More, there is "insufficient transportation capacity, shipping companies increase prices", followed by "four 500,000-ton cargo ships of CSSC passed the coal-to-grain inspection and will go to Buenos Aires".
"The futures market is active, and soybean futures hit new highs."
"Regulatory authorities take action to stop illegal speculation and chaos."
"A contract for the purchase of 6 million tons of soybeans from Argentina was signed, and all deliveries are expected to be completed within 4 months."
"There is a serious shortage of cultivated land in China, and the future pattern of non-staple grains is worrying."
"Significant progress has been made in artificially synthesized starch technology, and the cultivated land space has been further expanded."
"The hot spot for making money! Big money is involved! You must watch this kind of futures!"
"Illegal operation! Want to repeat the same thing again? Whoever dares to cut off the power will be punished!"
…
After a combination of punches, Connett thought he would be stunned, but he didn't expect that every punch he threw was actually followed!
How is this possible?
They obviously have no experience in dealing with capital market shocks. They have even been caught off guard by domestic hot money speculation several times before.
Moreover, far away, even before December, their response measures were still extremely rudimentary, otherwise it would not have been possible for companies like ADM to gain so much leverage.
This is also the reason why I took on this task with confidence in the first place.
But the problem is, as soon as January enters, these people suddenly become enlightened!
Not only have their responses in the capital market become much more mature, every move is aimed at key points, but even now, they are actually free to fight public opinion wars!
It was simply unheard of for him to use news about artificial starch to offset negative news about a lack of cultivated land...
Are you kidding me? You have the technology that we don’t have?
The terrible thing is that this extremely science-fiction statement is really popular among the public. The market price only rose for less than two hours, and was suppressed again in an instant, and even hit a new low in a short period of time.
Connet angrily smashed the tea cup in front of him and thought viciously:
Just brag, and when the day comes when the lie is exposed, I'll see what excuses you use to excuse it...
But looking back, the public opinion offensive launched by the May Conference and ADM failed after all.
The price of soybeans is firmly locked at the level of 4,300 yuan, which is still a full thousand yuan away from the best price predicted in May.
If you start smashing the market at this time, it will be difficult for you to achieve effective results.
Of course, it may also have a certain impact on this market, but it is impossible to take advantage of the opportunity and completely control the market...
Therefore, he had to adopt option two:
Keep eating.
As long as all the remaining goods on the market are eaten up, the price will definitely rise.
So, he applied for special funds from the May Party and began to scan the market for goods.
Whether it is futures or spot, buy them all.
But at this moment, the first shipment of soybeans from Buenos Aires arrived.
A total of 400,000 tons.
Put it on the market, which corresponds to a total of 1.7 billion yuan.
Connet gritted his teeth and ate most of the goods, and lost 20% of the US$1 billion applied for in an instant.
Then came the second boat and the third boat.
His funds quickly bottomed out, but at this point, there was no turning back.
In the office, Connett made a phone call carefully:
"I know this action is risky, but it is indeed the best alternative at the moment."
"All we lost was some interest on funds. As long as we can push up prices as planned, the subsequent returns will be absolutely immeasurable."
"Besides, since we are already on board, there is no possibility of retreating..."
"Yes, I understand... I only want 2 billion. Once the 2 billion is spent, I will immediately start selling, no matter what the price is."
After hanging up the phone, Connett let out a long sigh of relief.
He vaguely felt that something was wrong.
However, when asked to tell him what was wrong, he had no idea.
I always feel... as if something is going in the wrong direction.
In other words, I am in the wrong position...
Connett frowned, but he didn't think too much. After receiving the budget, he immediately started a new round of food...
…
It took two weeks for Connett to finally spend the last of his money.
At this time, the price of soybeans has reached a high of 4,700 points.
Although the maximum profit cannot be achieved by selling at this time, as long as it is successful, at least I can explain to the May meeting and the officials over the sea.
So, he sat in front of the screen that monitored the market in real time and issued his order.
"Start smashing the plates!"
After receiving the instruction, ADM immediately begins operations.
A large amount of inventory quickly flowed into the market, and tens of thousands of sell orders almost filled the entire screen on the futures trading platform.
Soybean prices plummeted in response.
Connett watched all this with satisfaction. He knew that the end of Chinese soybeans was coming.
Those speculators who have accumulated large amounts of soybeans will lose everything in this sudden rise and fall.
Countless companies will go bankrupt and the market space will become extremely empty. At that time, a series of actions that have been arranged long ago can be implemented.
Acquisition, merger, holding...
The soybean industry from top to bottom, from production to processing to sales, will all be controlled by ADM and the May Conference...
Connett happily thought about his future plans. He planned to pour himself a glass of wine to celebrate the successful completion of the mission.
But the moment he picked up the wine glass, a bright red number suddenly jumped in front of his eyes.
Buy order of 20,000 lots.
Chinese people, start the pallet.
At this time, the price of soybeans had only dropped to 4,400 points.
Connett suddenly became nervous. He immediately picked up the phone and ordered AMD to speed up the sale.
But all to no avail.
Buy orders were placed one after another. Although futures prices were falling, the extent of the decline seemed to be artificially controlled...
If this rate continues, not only will China's soybean market not collapse, but it will...
It’s over!
A sudden thunderbolt flashed through Connett's mind.
Realization dawned on him.
No wonder I always felt something was wrong before.
Inverted! Everything is reversed!
It is obvious that one should raise the price first, then consume the other party's funds, and then use the advantage of inventory to smash the market.
But the current situation is that the other party first consumed one's own funds with a large amount of inventory, and then used a huge amount of funds to purchase the inventory that one had previously hoarded at a high price at a low price!
Take my money and do your business? !
This is a trap!
I always thought that May Club and ADM were hunters, but judging from the current situation... I was simply the prey!
And this transformation happens quietly!
Connet stood up suddenly, sweat dripping from his head, and his whole body trembled as if being swept by a strong electric current.
He could barely hold the cup.
Drinks had already been scattered all over the floor.
And his face was as pale as transparent wine.
Now, there is only one thought left in his mind:
It's the opposite of Tiangang...
