Mr. Pink's Picks: selected event-driven value investments Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mr. Pink who wrote (3936)	10/10/1998 1:35:00 PM
From: F. Lynn	Read Replies (1) of 18998

What about the huge bids for DeKalb and Pioneer? I think the idea here is that ABTX will sell out to some drug/ag.chem company eager to extend their franchise; at least that is what happened with DeKalb. One could argue that these companies do have sig. assets and huge barriers to entries in their seed libraries. Declining seed diversity from the spread of corporate agriculture means the resources needed to develop new strains (the huge library of old seeds of varying origins) is next to impossible to recreate. The value of these libraries is part of ABTX's franchise value, and helps explain its huge valuation.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next