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OakesCS

09/16/16 10:30 AM

#13296 RE: DewDiligence #13294

thx. yours is a reasonable argument but i suspect the emotional, irrational arguments of the anti-mega company, anti-MON, anti-GMO folks will win out. Those folks are now pervasive in most western European and NAM federal governments in both regulatory and elected positions.

MinnieM

09/19/16 4:20 PM

#13309 RE: DewDiligence #13294

That's a good point, but, it's still too much power in the hands of too few in the sector. If anything, Bayer should scoop up the small biopesticide players instead of MON to grab up the IP since I see growth in that arena.

You may have already discussed this. I'll have to do a search on the board for the related posts.





In Reply to 'DewDiligence'
Nixing the DOW-DD merger will lessen the impetus for regulators to block the Bayer-MON merger based on the argument that there are simply too few large players in the ag-tech industry.

As noted in my prior post, Bayer and MON have little overlap in their actual business lines.


DewDiligence

11/12/16 7:42 PM

#13602 RE: DewDiligence #13294

Barron’s touts AVD—a small-cap, ag-chemicals company:

http://www.barrons.com/articles/american-vanguard-plants-a-comeback-1478931157