Daily Coffee Report 8/19/26
The daily coffee report for August 19, 2026, indicates that coffee futures experienced a pullback after a three-day rally, with spot prices closing lower. Despite this, the U/Z spread increased, while deferred spreads declined. Robusta prices also stalled, facing resistance above $3,700, and its U/X spread fell significantly ahead of the first notice day for September Robusta.
StoneX Commodity Solutions Acquires Advanced Marketing Group
StoneX Commodity Solutions LLC, a subsidiary of StoneX Group Inc., has acquired Advanced Marketing Group LLC (AMG), an Oregon-based agricultural ingredients trading business. Seattle-based investment bank ACT Capital Advisors represented AMG in the transaction. The acquisition provides StoneX with an established agricultural ingredients operation and aims to leverage StoneX's international presence for AMG's expansion.
Insider Reduces Stake: StoneX Group's Fowler Sells 1,575 Shares
John Moore Fowler, a Director at StoneX Group, sold 1,575 shares of SNEX on August 5, 2026, for a transaction value of $118,771. This sale represents a marginal 0.6% reduction in his total equity stake, as he still retains 262,021 shares valued at $19.92 million. The sale follows a period of strong stock performance, with SNEX climbing nearly 55% over the last 12 months, and is viewed as a routine transaction rather than a cause for concern for investors.
Advanced Marketing Group, an agricultural ingredients company, is acquired by StoneX
StoneX Group, through its subsidiary StoneX Commodity Solutions, has acquired Advanced Marketing Group, LLC (AMG), a company specializing in the agricultural ingredient sector. ACT Capital Advisors represented AMG in the transaction, which was announced on August 19, 2026. This acquisition is expected to leverage StoneX's global footprint to expand AMG's business model to a broader audience.
Husch Blackwell Represents StoneX in Acquisition of Advanced Marketing Group
Husch Blackwell acted as buyer's counsel for StoneX Commodity Solutions, a subsidiary of StoneX Group Inc., in its acquisition of Advanced Marketing Group, LLC (AMG). This acquisition is set to expand StoneX's feed ingredients platform across North America, enhancing its physical commodities capabilities in animal-based protein. The Husch Blackwell legal team was led by partner Ed Wilson, senior associate Kenyon Briggs, and associate Amandeep Kaur.
ACT Capital Advisors Represents Advanced Marketing Group, LLC on Its Acquisition by StoneX Commodity Solutions, LLC
ACT Capital Advisors announced the successful acquisition of its client, Advanced Marketing Group, LLC (AMG), by StoneX Commodity Solutions LLC, a subsidiary of StoneX Group Inc. ACT Capital Advisors Managing Directors Stephen Spencer and Ron Huff, along with Associate Zack Hsieh, advised AMG on the transaction. The acquisition will leverage StoneX's global footprint to expand AMG's presence in the agricultural ingredient sector.
Colombia Urges Coffee Producers to Focus on Value Creation as Market Fundamentals Remain Firm
Colombia's coffee federation (FNC) is encouraging coffee-producing countries to prioritize value creation within the supply chain instead of solely depending on higher futures prices. This strategy aims to reduce exposure to financial market volatility by increasing processing at origin, developing higher-value products, and strengthening brands. Despite potential short-term supply increases, global coffee fundamentals remain firm due to low inventories, harvest delays in Brazil, and El Niño risks, underscoring the need for producers to capture more value at the source.
StoneX Group Inc. Acquires Advanced Marketing Group, Expanding Its Feed Ingredients Trading Capabilities
StoneX Group Inc. has acquired Advanced Marketing Group (AMG), a company specializing in ingredients for feed, pet food, and organic fertilizer. This acquisition will integrate AMG's operations into StoneX Supply & Trading, expanding StoneX's capabilities in animal protein-based feed ingredients and its geographic reach across North America. The move provides AMG with increased capital and a robust risk-management platform, while StoneX gains established supplier relationships and a broadened client base in the agricultural sector.
StoneX Group Inc. Acquires Advanced Marketing Group to Expand Feed Ingredients and Organic Fertilizer Capabilities
StoneX Group Inc. has acquired Advanced Marketing Group, LLC (AMG), a specialist in feed ingredients and organic fertilizers, to enhance its capabilities in the animal protein sector. This acquisition will expand StoneX's reach and product offerings across North America by leveraging AMG's established supplier relationships. The integration is expected to benefit AMG through increased capital and infrastructure from StoneX, enabling further growth.
StoneX acquisition adds materials for animal feed and pet food across North America
StoneX Group (NASDAQ: SNEX) has acquired Advanced Marketing Group (AMG), a company specializing in feed ingredients, pet food ingredients, and organic fertilizers. This acquisition expands StoneX's feed ingredients platform by adding animal protein-based underliers, broadening its client base to include pet food manufacturers and dairy/poultry producers, and increasing its geographic reach across North America. AMG's expertise and supplier relationships are expected to enhance StoneX's physical commodities capabilities and provide AMG with additional capital and infrastructure for growth.
StoneX Group Inc. Acquires Advanced Marketing Group, Expanding Its Feed Ingredients Trading Capabilities
StoneX Group Inc. announced the acquisition of Advanced Marketing Group, LLC (AMG), a merchandiser of feed and pet food ingredients and organic fertilizer. This acquisition will expand StoneX's feed ingredients platform by adding animal protein-based underliers, a broader client base, and extended geographic reach across North America. AMG's owners, Ted Skinner and Pete Schoonveld, noted that StoneX provides the necessary capital and infrastructure for their business to grow significantly.
EDX Markets Announces Partnership with StoneX Digital to Strengthen Institutional Digital Asset Capabilities
EDX Markets has announced a strategic partnership with StoneX Digital, a subsidiary of StoneX Group Inc., to enhance institutional access to digital asset markets. StoneX Digital will leverage EDX's trading venue and central clearinghouse model to provide improved market structure and liquidity for its clients. This collaboration aims to advance market integrity and capital efficiency in the growing digital asset space for institutional participants.
Daily Coffee Report 8/18/26
The Daily Coffee Report for August 18, 2026, highlights that September coffee futures closed at a contract high, driven by the approaching delivery window and high open interest. Short positions are under pressure to close before Thursday's delivery. Robusta prices also increased, although the arb to Arabica widened.
Perspective: Morning Commentary for August 18
Stock futures are lower due to escalating tensions in two war fronts (Middle East and Black Sea) and rising Treasury yields, with the VIX firming and the dollar index trading near 99.6. Crude oil prices are rising, while grain and oilseed markets are firmer, supported by strong demand and concerns over Black Sea disruptions and crop sizes. The article also discusses the impact of massive AI investments and growing sovereign debt on higher long-term Treasury yields and highlights initial findings from the Pro Farmer Midwest crop tour regarding crop conditions.
Precious Metals StoneX Bullion weekly short video; the Fed, gold supply, India silver demand
Rhona O'Connell, Head of Market Analysis at StoneX, discusses the latest insights on precious metals in a short video. The video covers topics such as the Federal Reserve's impact, global gold supply, and India's silver demand, including the influence of the Monsoon season. This analysis provides market commentary and viewpoints on current precious metal trends.
EDX Markets Announces Partnership with StoneX Digital to Strengthen Institutional Digital Asset Capabilities
EDX Markets has announced a strategic partnership with StoneX Digital to enhance institutional access to digital asset markets. StoneX Digital will leverage EDX's trading venue and central clearinghouse model to provide its clients with improved market structure, operational efficiencies, and access to liquidity. This collaboration aims to advance market integrity and provide a robust framework for institutional participation in digital assets.
Precious Metals StoneX Bullion weekly short video; the Fed, gold supply, India silver demand
Rhona O'Connell, Head of Market Analysis for StoneX, presents a weekly short video discussing key topics in precious metals. The video covers the Federal Reserve's actions, the global gold supply, and the impact of monsoon effects on silver demand in India. This content is offered as market commentary and does not constitute financial advice.
India's Wedding Season Restocking Moves Silver Before Consumers Do
India's wedding season, starting in late November, triggers an earlier surge in silver demand from jewelers and fabricators who restock their inventories. This restocking phase, driven by newly released import licenses with stricter origin certificate requirements, is distinct from direct consumer buying. Consumer demand, often influenced by farm income and monsoon performance, is expected to be weaker this year due to a predicted rainfall shortfall, creating a divergence between trade and household silver flows.
Fresh-Crop Coffees Begin Arriving as U.S. and European Buyers Look Beyond Brazil
New shipments of fresh-crop coffees from Central American countries like Honduras, Guatemala, and Costa Rica are starting to arrive in the U.S. and Europe, aiming to alleviate physical supply tightness and high differentials. While Brazil's harvest has been slow, buyers are increasingly turning to Central America to replenish inventories. However, the supply picture is uneven, with some countries showing growth while others face challenges, making the impact on market tightness uncertain for the remainder of 2026.
StoneX Group (NASDAQ:SNEX) CFO William Dunaway Sells 96,490 Shares of Stock
StoneX Group CFO William Dunaway sold 96,490 shares of company stock for approximately $6.4 million under a pre-arranged trading plan, reducing his direct ownership by 16.12%. Despite this sale, analyst sentiment remains generally positive with an average "Buy" rating and a $112 price target, although some firms recently downgraded the stock to "Hold." The company's recent quarterly EPS of $1.00 surpassed analyst expectations.
StoneX Group (SNEX) CFO sells 96K shares in plan trade
StoneX Group's CFO, William J. Dunaway, reported option-related transactions under a Rule 10b5-1 trading plan. He exercised 126,562 stock options at $8.90 per share and subsequently sold 96,490 common shares at a weighted average price of $66.3468 per share. After these transactions, he holds 506,250 stock options and 502,203 common shares directly.
Homerun Resources Inc. Announces Closing of Initial Tranche of Convertible Security Financing with the Lind Partners Under Engagements with Benchmark/StoneX
Homerun Resources Inc. has closed the initial C$2,000,000 tranche of a convertible security financing with Lind Global Fund III, managed by The Lind Partners. This initial funding provides near-term working capital and is part of a larger C$13,000,000 potential financing, with Benchmark Company, LLC acting as the exclusive placement agent. The financing is designed to support Homerun's growth objectives and an eventual uplisting to a senior U.S. exchange, while managing shareholder dilution.
How Investors Are Reacting To StoneX Group (SNEX) Surging Nine-Month Revenue and Earnings Results
StoneX Group Inc. reported strong third-quarter results with revenue of US$40.19 billion and net income of US$127.9 million. For the nine months ended June 30, 2026, revenue significantly increased to US$124.98 billion and net income to US$441.2 million, demonstrating substantial year-over-year growth. The article discusses StoneX Group's investment narrative, emphasizing its ability to convert high-volume financial flows into consistent earnings while managing risk, and highlights differing fair value estimates among investors.
How Investors Are Reacting To StoneX Group (SNEX) Surging Nine-Month Revenue and Earnings Results
StoneX Group (SNEX) reported strong nine-month revenue of US$124.98 billion and net income of US$441.2 million, showing significant year-over-year growth. The company's investment narrative relies on converting high-volume, low-margin financial flows into consistent earnings while managing risk. While the recent results reinforce the model's potential, investors are considering sustainability, insider selling, and varying fair value estimates for the stock.
Perspective: Morning Commentary for August 17
This morning commentary by Arlan Suderman discusses the impact of ongoing geopolitical tensions in the Middle East and Black Sea on commodity markets. It highlights Iran's threats to escalate regional conflict and Ukraine's continued strikes on Russian ports, both contributing to heightened risk and volatility in oil and grain prices. The article also provides an update on the Pro Farmer Midwest Crop Tour and its potential influence on grain market focus.
LME Aluminum Stocks Are 95% Russian and Buyers Are Feeling the Gap
LME aluminum stocks are predominantly of Russian origin (95%), leading to a significant disparity between headline inventory figures and the actual availability of metal for Western buyers. This concentration, coupled with declining refined production outside China, is causing physical tightness in the market and a reemergence of backwardation on the LME. While future supply growth is anticipated, immediate physical tightness remains the primary concern for buyers.
Precious Metals StoneX Bullion weekly round-up; Indian silver licences issued
The StoneX Bullion weekly round-up discusses the performance of precious metals, noting that gold and silver found buoyancy despite weak US retail sales, partially due to seasonal factors and a weakening dollar. A significant development for the silver market is the issuance of import licenses in India, which is expected to stabilize prices and allow jewelers to build inventory for the upcoming wedding season. The report also touches on technical indicators for gold and silver, the impact of US tariffs on polysilicon products affecting silver demand, and ETF activity for both metals.
Dairy Buyers Are Reading Shipping Lanes as Closely as Milk Output
Ongoing conflicts in the Persian Gulf, Red Sea, and Black Sea are significantly increasing transit times and shipping costs for global dairy trade, prompting buyers to secure products earlier despite minor direct impacts on dairy markets. These logistical disruptions and rising energy, fertilizer, and feed costs, exacerbated by low European river levels, are changing buyer behavior and increasing pressure on dairy farmers, even as milk production grows. Nate Donnay, Director of Dairy Market Insight at StoneX, emphasizes that buyers are now factoring in the potential for worsening routes, making shipping risk a key consideration in purchase timing.
StoneX Group director John Fowler sells $118,770 in company stock
John Fowler, a director at StoneX Group Inc. (NASDAQ:SNEX), sold 1,575 shares of company stock for a total of $118,770 on August 5, 2026. This transaction occurred at $75.41 per share, which is higher than the current trading price of $67.10, despite the stock delivering a 64% return over the past year. InvestingPro analysis indicates that StoneX stock appears overvalued relative to its Fair Value.
how InvestingPro’s fair value spotted StoneX 44% decline in advance By Investing.com
InvestingPro's Fair Value models successfully identified StoneX Group Inc. (SNEX) as significantly overvalued in February 2025, predicting a decline from $120.64 to an intrinsic value of $79.24. Despite strong fundamental performance during this period, the stock dropped 44.4% to $67.10 by July 2026, validating the valuation analysis. This case highlights how InvestingPro's multi-faceted approach to fair value can help investors avoid overvalued positions and make informed decisions, even when company fundamentals appear robust.
What Is StoneX Group (SNEX) Gaining From Its Brazil Payments And FX Deal?
StoneX Group (SNEX) is acquiring Banco Travelex in Brazil to expand its payments and foreign exchange capabilities in the Brazilian market. This acquisition will add local currency accounts and broader settlement options, deepening StoneX's access to the Latin American FX market. The deal aims to enhance operational efficiency by reducing reliance on intermediaries for Brazilian real transactions and offering additional banking products to existing clients.
Will Banco Travelex Deal Boost StoneX's Payments Growth Prospects?
StoneX Group Inc. (SNEX) plans to acquire Banco Travelex S.A., Brazil's first bank focused on foreign exchange, to enhance its global payments and FX capabilities and expand in Latin America. This acquisition, expected to close within 12 months, will allow StoneX to offer local banking services and proprietary PIX services, aiming to integrate Banco Travelex's infrastructure with its global network. The move aligns with StoneX's acquisition-led growth strategy, despite ongoing pressure on Payments revenue per million (RPM).
Perspective: Morning Commentary for August 14
This morning commentary by Arlan Suderman discusses market movements on August 14, 2026. Key points include softer-than-expected retail sales leading to lower Treasury yields and hopes for a pause in Fed rate hikes, escalating tensions in the Russia-Ukraine war impacting grain and oilseed prices, and ongoing issues with commodity flow through the Strait of Hormuz due to attacks and Iranian political maneuvers.
StoneX Group (SNEX) Acquires Banco Travelex To Grow Brazil FX And Payments
StoneX Group (SNEX) has acquired Banco Travelex to expand its foreign exchange and payments capabilities in Brazil, aiming to increase its presence in the Latin American market. This acquisition aligns with StoneX's strategy to broaden services for clients in the region and leverage Banco Travelex's focus on FX in Brazil, adding regulated banking capabilities. The company will monitor the success of this move by tracking Brazil-related FX and payments activity in future financial reports.
Daily Coffee Report 8/13/26
Arabica coffee futures traded in a narrow consolidation range, testing slightly lower as the Brazilian real showed weakness against the dollar index, which continued to make new highs. Certified stocks reported an additional withdrawal of 3,855 bags, and the fund roll ended, with September option expiration set for tomorrow. Robusta futures, meanwhile, traded with negative sentiment near its 200-day moving average due to continued pressure from Vietnam’s coffee exports.
Perspective: Morning Commentary for August 13
Stock indices were mixed overnight ahead of weekly job numbers and producer price index data, both of which provided support for stocks. Inflation at the wholesale level remains a concern for the Federal Reserve, with ongoing geopolitical conflicts impacting commodity logistics and making it challenging to bring down inflation risks. Geopolitical tensions also impacted Black Sea grain exports from both Ukraine and Russia, while the latest USDA WASDE report showed lower-than-expected corn and soybean yields, shifting market focus to rising demand.
Daily Coffee Report 8/12/26
The daily coffee report indicates that Arabica coffee futures consolidated near the lower end of the previous day's range, with support holding above 332.00 for the September contract due to declining certified stocks. The Brazilian real showed volatility before retesting its 200-day moving average. The report also notes the nearing end of fund roll activity and upcoming option expiration.
StoneX Group Inc. (SNEX) files 13F showing $2.48B across 1,464 positions
StoneX Group Inc. (SNEX) has filed its quarterly Form 13F report, disclosing equity holdings totaling $2.48 billion across 1,464 positions. The filing, which includes holdings from StoneX Advisors Inc., STONEX FINANCIAL INC., and TRUST ADVISORY GROUP LTD, provides a detailed look into the investment manager's portfolio as of June 30, 2026. This report acts as a transparency tool for market participants to understand the investment strategies of large institutional players.
Perspective: Morning Commentary for August 12
This morning commentary by Arlan Suderman focuses on July's CPI data, which largely met analyst expectations, and geopolitical events impacting markets. Key issues include a significant Ukrainian attack on Russia's Novorossiysk naval base, raising concerns about commodity exports, and China's aggressive military drills near Taiwan. The article also anticipates the highly awaited WASDE crop report, which is expected to provide updated corn and soybean yields and demand estimates.
StoneX Group Board Member Makes $161K Stock Purchase
Dhamu R Thamodaran, a Board Member at StoneX Group (NASDAQ: SNEX), purchased 2,500 shares worth $161,206 on August 11, according to an SEC filing. This insider transaction signals confidence in the company, with StoneX Group shares rising by 2.55% to $68.95 following the disclosure. The article also provides a closer look at StoneX Group's financial health, including revenue growth, debt management, and valuation metrics, along with an explanation of insider transactions.
StoneX buys Brazil FX bank Banco Travelex
StoneX Group Inc (NASDAQ:SNEX) has announced its definitive agreement to acquire Banco Travelex S.A., Brazil's first bank exclusively dedicated to foreign exchange operations. This acquisition is set to significantly expand StoneX’s global payments capabilities and reinforce its presence in Latin America's large foreign exchange market, allowing clients to hold local and foreign currency bank accounts in Brazil. The transaction is expected to close within 12 months, pending approval from the Central Bank of Brazil, while Banco Travelex's retail operations will continue independently.
StoneX Group to Acquire Banco Travelex
StoneX Group is set to acquire Banco Travelex. The article, published on MarketScreener, announces this acquisition and briefly highlights StoneX Group's financial services network, which connects companies, organizations, traders, and investors to the global market ecosystem. Further details of the acquisition are reserved for members of the platform.
StoneX Deal Could Add Instant Payments, Currency Accounts in Brazil
StoneX Group (NASDAQ: SNEX) has signed an agreement to acquire Banco Travelex S.A., Brazil's first bank exclusively focused on foreign exchange, to expand its global payments and FX capabilities. The acquisition is expected to allow StoneX clients to hold local and foreign currency bank accounts in Brazil, add new banking products like PIX access, and increase annual volume to approximately US$6 billion across 20,000 clients. The deal, which excludes Banco Travelex's retail FX operations, is subject to Central Bank of Brazil approval and is expected to close within 12 months.
StoneX Announces Acquisition of Banco Travelex, Expanding Brazil Payments and FX Capabilities
StoneX Group Inc. has announced the acquisition of Banco Travelex S.A., Brazil's first bank exclusively dedicated to foreign exchange operations. This acquisition aims to significantly expand StoneX's global payments capabilities and strengthen its presence in Latin America's foreign exchange market, allowing it to offer a broader range of banking products and services to its clients in Brazil and globally. The transaction is expected to close within 12 months, subject to regulatory approval, and will exclude Banco Travelex's retail foreign exchange operations.
StoneX CIO Perkins sells $291k in company stock
Abigail H. Perkins, CIO of StoneX Group Inc. (NASDAQ:SNEX), sold 4,500 shares of company stock for approximately $291,662 after exercising stock options. Following these transactions, Ms. Perkins directly holds 96,663 shares of StoneX common stock. The insider sale occurred as the company reported Q3 fiscal 2026 results with significant growth, despite diluted EPS falling short of analyst expectations.
Abigail Perkins Sells 4,500 Shares of StoneX Group (NASDAQ:SNEX) Stock
Abigail Perkins, an insider at StoneX Group (NASDAQ:SNEX), sold 4,500 shares of the company's stock for approximately $291,645, retaining 96,663 shares. This transaction occurred under a pre-arranged Rule 10b5-1 plan. The sale followed a strong quarterly earnings report where StoneX beat analyst estimates, but the stock has seen mixed analyst ratings, including some recent downgrades to "Hold" despite a consensus "Buy" rating and an average price target of $112.
StoneX Group Inc. (SNEX) CIO exercises 4,500 options and sells matching shares
StoneX Group Inc. Chief Information Officer, Abigail H. Perkins, exercised 4,500 stock options at $12.26 per share and simultaneously sold 4,500 common shares at an average price of $64.8138 per share. These transactions were executed under a Rule 10b5-1 trading plan. Following these actions, Perkins directly holds 515,250 stock options and indirectly holds 757 common shares through her children.
Daily Coffee Report 8/11/26
Arabica coffee futures experienced volatility, initially rising due to a rejection of Brazilian coffee and support above 332.00, pushing prices to a high of 348.80. However, this momentum was quickly lost, with prices retracing and ultimately closing near the low of 332.50, partly due to a weakening Brazilian real. The selling pressure from the real's depreciation is expected to carry into the next trading session.
Daily Coffee Report 8/11/26
Arabica coffee futures experienced volatility, initially rising due to a rejection of Brazilian coffee and established support, but quickly retraced gains and closed near the low of 332.50. The market was pressured by a weakening Brazilian real, which could continue to influence prices in the next session. The report highlights trading action, resistance and support levels, and the impact of currency fluctuations on coffee futures.
StoneX Group (NASDAQ:SNEX) Director Purchases $161,200.00 in Stock
StoneX Group (NASDAQ:SNEX) Director Dhamu Thamodaran purchased 2,500 shares of the company's stock for $161,200, increasing his ownership by 3.41% to 75,760 shares. This insider buying signals confidence despite the company's Q3 revenue of $718 million falling below analyst estimates, even though EPS of $1.00 beat the consensus of $0.86. Analysts currently maintain a "Buy" rating for StoneX with an average price target of $112.
