Eye Forget

Seeds of Growth for Monsanto

I admire MON and SYT but they are fighting an uphill battle with little chance of winning in developing countries. Rightly so, hungry children will come first.

In developed countries they face the EU "natural foods" lobby and protected markets all over the place that allow farmers to plow postage stamp size fields with oxen and sell to local populations unhampered from competition.

The end result is US farmers will have more costs than the competition, cry louder, hire more lobbyists and force the US consumer to pay for a Hollywood directed mentality towards absurd intellectual property rights legislation.

I've traded in and out of both companies. They tend to be good short term plays but I have my doubts they will flourish in the long-run. Sort of like picking up free dvds (that replenish themselves) in the privacy of one's own fields. Even if the seed use spreads, the income steams won't.