Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Adecoagro Showing Some Life

I know there are at least a few Seeking Alpha readers who own Adecoagro (NYSE:AGRO) for the potential this company offers in becoming a bigger player in Brazil's sugar and ethanol industries and realizing value growth in its land holdings. I also know that they've gotten a little frustrated with the stock's performance as the company has muddled through worries about crop prices, weather, and issues in Argentina.

The shares did well from the summer of 2013 into the fall and then went to sleep for about half a year. More recently the shares have headed higher again, as Brazilian equities in general have come around and sugar/ethanol producers like Cosan (NYSE:CZZ) and Sao Martinho (OTC:...

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