Monsanto And Bayer A Difficult Merger But A Reason That MON Could Be Heading Higher

September 26, 2016

Editor’s Pick

In May, Bayer proposed a merger with Monsanto but MON walked away telling Bayer that the price was too low. In my latest article for Seeking Alpha, I write about the fact that Bayer is back with a higher bid and a break-up fee proposal which could mean that MON is a buy at the current price of $103 per share despite the regulatory hurdles that could prove a deal killer.

Article: Monsanto And Bayer A Difficult Merger But A Reason That MON Could Be Heading Higher

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

POT And AGU- A Done Deal And Others Following The Lead

September 19, 2016

Last week, Potash and Agrium agreed to a deal that will create a giant in the fertilizer sector and Monsanto accepted a bid from Bayer A.G. to join forces. In my latest piece for Seeking Alpha I explain why the current state of agricultural markets indicates that there are likely many more of these mergers on the horizon as companies look to join forces to create economies of scale and build market share.

Article: POT And AGU- A Done Deal And Others Following The Lead

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Monsanto and Bayer/BASF A Mixed Marriage Made In Hell

May 23, 2016

Marriage is all the rage in the seed and farm chemicals business these days. In my latest piece for Seeking Alpha I explain what is going on in terms of consolidation in the industry and how two German suitors for an American seed manufacturer is likely to be doomed from the start.

Article: Monsanto and Bayer/BASF A Mixed Marriage Made In Hell

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Monsanto and Bayer/BASF- A short squeeze or a change in EU-GMO Policy?

May 23, 2016

Last week, the price of Monsanto stock exploded higher as two German companies expressed interest in buying or merging with the seed giant. In my latest work for QT Ag online, I explain why there is more than meets the eye when it comes to this merger in terms of consolidation in the industry and the regulatory environment in the U.S. and Europe.

Article: Monsanto and Bayer/BASF- A short squeeze or a change in EU-GMO Policy?

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Big Opportunities In The Agricultural Sector

February 1, 2016

Editor’s Pick

Farming has been declining from a profitability standpoint over the past four years as bumper crops have crushed prices. In my latest article for Seeking Alpha I look at grains, farming and related businesses to try to uncover some valuable opportunities for the future.

Article: Big Opportunities In The Agricultural Sector

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.