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Rob Feinblatt is an individual investor.
  • SEED is the most compelling idea i have seen in ages 0 comments
    Mar 12, 2010 8:58 AM | about stocks: SEED, MON, SYT
    I am not yet a SEED expert, but am looking for help from others to get up to speed.  they have a monopoly on GMO (genetically modified) seeds in China with the corn phytase being the first approval ever in china for food GMO.  Cotton has been approved for awhile but we dont eat cotton!

    they just announced a competing pesticide in China which works with their GMO products in the pipeline and has similar composition if not better benefits then RoundUp from MON.  as you can see reading WSJ and NYT the world wants competition to MON in this biz.

    i read and think SEED can license their product outside china for this pest/herbicide to compete with MON.

    this seems like terrific story in china, only game in town and then export their technology to compete with MON.

    any takers?  300m mkt cap is tiny rel to their opportunity 

    Disclosure: long seed
    Themes: agriculture Stocks: SEED, MON, SYT
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