I am not an expert but bg did better than i thought it would. So near term does not look as good as they once thought. it does not appear that bg has made any major blunder, just the result of market volatility and fertillizer weakness.
long term this is the best sector to be in and bg one of the best. If it drops another 5% it could be a nice entry point. Would be a bit easier to hold for the inevitable long term climb if it paid large dividend. 2009 and perhaps 2010 are weaker years for this business but buying opportunities. best of luck to all. jmho