Does Sirius XM On-Demand Level The Playing Field Or Redefine It? [View article]
You mention that you are long SIRI. Could you provide some clarification? Are you long the 2005, $8/share, trying to pump it up to dig out of a hole SIRI, long the 2008, 12 cents/share, makin' money and want more SIRI, or something in-between?
Solazyme Offers Long Term Competition To Monsanto Amidst Drought Concerns [View article]
You need to check your math. According to the Roquette press release, it's a 300 MT facility that will be expanded to 5000 MT. Not 50,000 MT. Consider the numbers you've already thrown out here and in your other articles: Two weeks cycle time for algae. 80% oil content. 128,000 liter tanks today, eventually growing to 750,000 liter tanks. Then calculate the oil output of a future 750,000 liter tank at the generous rate of 1 kg/liter -- it's only 600 MT. Multiply by 26 (every two weeks) and you get an output of 15,600 MT per 750,000 liter tank.
Notable Large-Cap Insider Sells Filed On July 9 [View article]
You've are aware that insiders like Rob Fraley have 10(b)(5)(1) plans that execute these transactions without their knowledge, and therefore there is no significance to them. Right?
Monsanto Q2 Earnings In Full Bloom - What's Wrong With The Stock? [View article]
I hold no Monsanto stock and have no plans to acquire any in the next 12 months. There was a time when I was long but I sold at $125, and thereby left $15/share on the table. Better to get out too soon than too late, I think.
Monsanto Q2 Earnings In Full Bloom - What's Wrong With The Stock? [View article]
I'm not suggesting the two are correlated. I'm suggesting that the poor market price of its customers' most profitable commodity is putting a cap on their tolerance for price increases and therefore the margins MON can earn, and that to the extent MON stays flat or goes up while CORN continues to decline, it shows the strength of the stock.
As for the regulatory question in Europe, as I mentioned Europe has never been a major market for biotech seed, and in the longer term is not a major market for agricultural row-crop seed of any kind. They are already running short on proteins to feed their livestock because of their preference for non-GM feed grains. So the contingency in Europe is more of a contingent opportunity than a contingent liability.
Monsanto Q2 Earnings In Full Bloom - What's Wrong With The Stock? [View article]
You'e seriously suggesting that an 8 year-old story about a product that was never more than a rounding error in Monsanto's revenues is holding the stock price back? That the continued inability of individual European countries to ban biotech products - where they never had more than a toehold - is doing the same thing? Plot the stock price against the price of commodity corn and see if there might be something else involved.
Monsanto: Poor Quality Earnings Beat Provides No Fertile Grounds For Stock To Move Up [View article]
Monsanto's second quarter ended in February -- too early for the warm weather to have had that much effect. Yes, temperatures were above normal, but above normal for February is still not planting weather. And there were major snow storms across the Corn Belt.
Monsanto And China: A Match Made In Heaven? [View article]
I lived and worked in Beijing for two years and had to deal with the problems created by the MoA in Chinese agriculture on a daily basis. China Daily regularly ran stories about the internment camps in the city where the migrant laborers had to be checked in and out by the police to keep them from becoming a problem. You can say China Daily is racist, too, but get in touch with reality, pal -- it is also the English language voice of the central government.
Monsanto And China: A Match Made In Heaven? [View article]
I don't think the average Chinese farmer cares much about intellectual property, but the Chinese government has enforced and will continue to enforce Monsanto's intellectual property rights.
Monsanto And China: A Match Made In Heaven? [View article]
It's hard to get numbers on your side in China. What the US produces with 400,000 farmers, China produces with 400,000,000, almost all on very small plots. That means 1000 times as many sales reps, 1000 times as many license agreements, 1000 times as many enforcement cases.... And the government doesn't want consolidation -- they need to keep the farmers out on the farm, so they don't come into the cities looking for jobs and creating social problems.
Can Mosaic Outperform The Market? [View article]
Does Sirius XM On-Demand Level The Playing Field Or Redefine It? [View article]
Solazyme Offers Long Term Competition To Monsanto Amidst Drought Concerns [View article]
Notable Large-Cap Insider Sells Filed On July 9 [View article]
Monsanto Q2 Earnings In Full Bloom - What's Wrong With The Stock? [View article]
Monsanto Q2 Earnings In Full Bloom - What's Wrong With The Stock? [View article]
Monsanto Q2 Earnings In Full Bloom - What's Wrong With The Stock? [View article]
As for the regulatory question in Europe, as I mentioned Europe has never been a major market for biotech seed, and in the longer term is not a major market for agricultural row-crop seed of any kind. They are already running short on proteins to feed their livestock because of their preference for non-GM feed grains. So the contingency in Europe is more of a contingent opportunity than a contingent liability.
Monsanto Q2 Earnings In Full Bloom - What's Wrong With The Stock? [View article]
Monsanto: Poor Quality Earnings Beat Provides No Fertile Grounds For Stock To Move Up [View article]
Monsanto And China: A Match Made In Heaven? [View article]
Monsanto And China: A Match Made In Heaven? [View article]
Monsanto And China: A Match Made In Heaven? [View article]
Monsanto And China: A Match Made In Heaven? [View article]
Monsanto And China: A Match Made In Heaven? [View article]
UBS's Picks For Least Attractive Industrial Stocks, Part I [View article]