Replies to post #17690 on The Rising Influence of Rising Affluence

[DewDiligence]

Corteva—During the webcast Q&A, an analyst asked how Corteva can compete against the likes of Bayer/Monsanto. The answer was that Bayer/Monsanto now has essentially the same chemicals lineup that standalone Bayer had and essentially the same seeds/traits lineup that standalone Monsanto had. In short, the Bayer-Monsanto merger didn’t change the competitive landscape for Corteva very much.

[DewDiligence]

US soybean exporters look beyond China:

https://www.wsj.com/articles/u-s-soybean-farmers-work-to-loosen-chinas-grip-11544610600

[DewDiligence]

Corteva Caveat:

If this idea works in commercial varieties of CORN, the biz models of the major ag-biotech companies (Bayer-Monsanto, ChemChina-Syngenta, and $DWDP's Corteva spin) may become untenable.

— Roy Friedman (@DewDiligence) December 14, 2018

Comments?

[DewDiligence]

DWDP 4Q18 results—Corteva spin-off remains set for 6/1/19:

https://www.businesswire.com/news/home/20190131005382/en