Replies to post #10646 on The Rising Influence of Rising Affluence

[DewDiligence]

Yes—I had soured on MON to some degree during its hostile pursuit of SYT. Now that the SYT deal has been killed, MON may make a series of small acquisitions in the ag-chemicals area, but MON is evidently not going to substantially dilute its focus on biotechnology or engage in a tax-inversion that would cause shareholders' unrealized gains to become taxable.

Despite its flaws, MON remains one of premiere plays on The Global Demographic Tailwind. I don't see how the increasing demand for food (and especially protein-based food) triggered by the world's growing population and growing affluence can be satisfied without biotech solutions.

[DewDiligence]

Posted yesterday (#msg-116490073):

If MON would flat-out drop its pursuit of SYT, the stock would immediately rise 10%, IMO.

The actual pop today was 8.6% :- )

p.s. SYT closed down 14%.