Before the subprime mortgage crisis, international commodities entered a big bull market. Look at 1 gross 2 lines 3 Chinese net

It can be said that there are too many opportunities to make money for hedge funds at the moment.

But if you want to make more money, you also need to have enough investment.

The investment level of Jiang Ping and Su Fang does not need to worry Qi Zheng, and the more capital invested, the better.

Qi Zheng pulled a circle, there is basically no need to think about it in China, behind the development of the Jiagu system in full swing is a strong thirst for funds, and there is no need to transfer overseas funds to support it.

In the United States, in addition to the Assassin Fund, the Jiagu system also has Jiamu Farm, which grows grass, California farm, which grows organic fruits and vegetables, and Devil's Claw Functional Drink Company, which invested early.

Jiamu Farm is still considering further expansion in the past few years, and California Farm has made a good name in organic food in recent years, dominating the organic food market in the western United States. After a few years of market development, the sales channel has basically stabilized, according to last year's revenue and profit, about 1~200 million US dollars.

This is already quite good, after all, the organic food market in the United States is still expanding, and the prospects for California farms are very good, and you can't kill chickens and eggs, right?

As for the Devil's Claw Functional Drink Company, the initial investment was more of a strategic investment.

In addition to focusing on finances, Jiagu basically does not interfere much in the operation of the Devil's Claw Functional Drink Company, which is a huge bargain investment purely from the perspective of income.

In 01, it invested 3 million US dollars to occupy 20 shares of Devil's Claw Functional Drink Company, and later added an additional investment of 5 million US dollars, and after the listing of Devil's Claw Beverage in 04, it still has 18 shares.

The U.S. has the fastest-growing energy drink market in the world. At the same time, Red Bull, a traditional leader in the industry and a European company, used large-scale advertising as a marketing method to promote energy drinks in the process Chinese of entering the United States, helping Devil's Claw Beverage complete consumer education.

The development path that Qi Zheng formulated for the Devil's Claw Beverage when he first invested was originally the successful way for the rise of the Devil's Claw Beverage in the United States in the future, and it was able to find the development rhythm several years ahead of schedule and without detours.

Through its unique brand positioning, Devil's Claw Drinks avoids the high cost of mass communication and only chooses to sponsor only the coolest events, such as motorcycles, skydiving, and rock concerts, from a niche culture, while also cultivating a loyal following.

In addition, its brand image is as its name suggests, which is extremely in line with the American spirit of "strong and tough", and is more local than the European brand Red Bull, and quickly integrated into the American market.

Thanks to the category premium and brand pricing power of the energy drink itself, the gross profit level of the devil's claw beverage exceeds 60. Higher than Pepsi and on the same level as Coca-Cola.

The high gross profit makes the channel more willing to increase the shelf space of the devil's claw drink, helping it expand its market share faster.

Thanks to the right development strategy, the momentum of Devil's Claw Beverage is out of control, and in the U.S. functional drink market, Devil's Claw Beverage is an emerging brand with a market share (29) second only to Red Bull (41).

And such a performance, coupled with the fact that it coincided with the big bull market in the U.S. stocks, the capital market gave positive feedback, and the share price of Devil's Claw Beverage rose from $136 in 04 to $1678 now, an increase of more than 12 times.

According to the current market value of Devil's Claw Beverage, Jiagu owns 18 shares, worth about $4.9 billion, which is more than 60 times more than the investment of $8 million, which is simply amazing.

Do you want to make a move? Qi Zheng pondered this question.

First of all, Jiagu Group has no plans to enter the U.S. beverage market for the time being, so the investment in Devil's Claw Beverage is more as a capital investment.

Although Qi Zheng knew that if there were no accidents, in another ten years, the stock price of the Devil's Claw Drink would rise at least ten times, after all, there would be future generations to refer to. But it is estimated that this is the end, after all, the size of the US functional drink market is so large.

But Qi Zheng thought about it, nearly 500 million US dollars, will it be possible that he will not be able to increase his value by more than 10 times in 10 years?

So after discussing with Wang Yuye, Jiang Ping and others, Qi Zheng decided to sell the shares of the Devil's Claw Drink in his hand.

The shares of the Devil's Claw Beverage Company did not have a buyer, and after the news was released, investors from all walks of life flocked to it.

The net profit margin of Devil's Claw Beverage is between 1520, while Coca-Cola and Pepsi are only about 12, and the industry average is only 36. This fully demonstrates the role of the brand and consumer recognition behind the pricing power.

High growth, high profitability – it's coveted by the U.S. food and beverage giants.

After communicating with the management of Devil's Claw Beverage, and considering the quotations of all parties, Coca-Cola was finally chosen.

Coca-Cola, which was bound to win, acquired 18 shares of Devil's Claw Beverage in Jiagu's hands at a premium of 80.

Qi Zheng received more than $800 million in funding, Coca-Cola brought an emerging brand under its umbrella, and Devil's Claw Beverages was able to take advantage of Coca-Cola's strong global distribution network to quickly expand into the world — a win-win-win-win deal.

In this way, with the funds drawn from the California farms, the assets of the Assassin Fund have directly doubled.

Jiang Ping and Su Fang both clapped their hands.

In addition to the slow layout of the subprime mortgage crisis, the two also set their sights on the agricultural futures market.

This year, the international price of soybeans and soybean processed products has risen the most, followed by wheat and corn.

But Jiang Ping believes that in the next 12 to 18 months, many commodity sectors could enter a state of crisis, and agricultural products are the key.

Coincidentally, Goldman Sachs made similar remarks.

I'm afraid no one can say what the future holds.

But there is no doubt that any panic about the future prospects can be a good opportunity for capital to make money.

Such an opportunity soon appeared.

In December 2007, George W. Bush signed the New Energy Act, which stipulates that the amount of corn ethanol blended will be greatly increased...... On the same day, the corn futures market shrank and rose, leading to the rally of soybeans and wheat.

Jiang Ping can already assert that the signing of the new energy bill has ignited the fuse of a sharp rise in global agricultural prices.

And that's not all, the U.S.-fueled corn-fueled bioenergy storm has swept the world, forcing every country to do two things at the same time: energy security and food security. This is obviously a huge contradiction for developing countries like China, and for some poor countries in Africa, it is an out-and-out disaster.

On the one hand, the rising price of food, on the other hand, the conversion of food into ethanol to fill the fuel tank, behind it is the speculation of capital – a system in which the purpose of food is to make a profit, not to feed people.

2008 will be a pessimistic year.

......