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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Lazarus who wrote (61635)	5/23/2019 8:36:43 AM
From: E_K_S	Read Replies (1) \| Respond to of 78715

S&W and Corteva Agriscience™, Agriculture Division of DowDuPont, Enter New Mutually Beneficial Alfalfa Licensing Agreement New agreement strengthens S&W's growth position and allows Corteva Agriscience to capture efficiencies Corteva Agriscience™, Agriculture Division of DowDuPont, today announced they have entered into a new mutually beneficial alfalfa agreement that terminates and replaces the December 2014 agreements between S&W and Pioneer Hi-Bred International, Inc. As part of the new agreement, S&W will receive $45 million in cash at closing plus $25 million in payments over regularly scheduled dates concluding in February 2021. This is excellent news. Corteva will start trading tomorrow (w/ a warrant-when issued) and having this rolled up into their company is a great start for this new company (the Ag Division of DuPont). I also plan to start a position in Corteva mentioned here by Speketalus and others a a good value play. I expect good future growth along w/ a high dividend (management will have a payout of up to 40% of EBITDA as their dividend). I am hoping this prices around 14 PE. EKS

To: Lazarus who wrote (61635)	6/10/2019 1:05:59 PM
From: E_K_S	1 Recommendation Recommended By Lazarus Respond to of 78715

Pioneer agreement boosts S&W Seed to B. Riley FBR Alpha Generator List Jun. 10, 2019 12:59 PM ET\|About: S&W Seed Company (SANW)\|By: Carl Surran, SA News Editor S&W Seed ( SANW +2.8%) is added to the Alpha Generator list at B. Riley FBR with a $4.80 price target, raised from $3.50, saying the recently announced Pioneer agreement strengthens its balance sheet. SANW is expected to receive ~$70M in cash payments, including $45M at closing in Q4 2019 and $25M for seed inventory through February 2021, for a total value of ~$2.10/share, vs. SANW's current stock price of $2.69/share, the firm explains. B. Riley believes SANW has a valuable middle-market seed platform that is well positioned to gain share in alfalfa, sorghum and sunflower crops, and says the Pioneer deal significantly strengthens SANW's financial position, providing management with the flexibility to accelerate growth via M&A, an important component of management's transformation plan. ----------------------------------------- There were a lot of insider option that vest at $3.25/share on last stock offering so it will need to trade thru that level. Income from that Pioneer agreement is for 3 years and I believe not fully priced into the stock. EKS

To: Lazarus who wrote (61635)	6/12/2019 1:09:21 PM
From: E_K_S	1 Recommendation Recommended By Lazarus Read Replies (2) \| Respond to of 78715

Started a small Buy in AG genetic research company Arcadia Biosciences (RKDA) @ $5.69/share. Company is located in Davis CA (near University CA Davis the premiere AG research University) and my alma mater. The value is in their research and development potential leveraging on UCD (PHD students). From May 2019 - Arcadia Biosciences’ Hawaiian Hemp Farm in Full Bloom Arcadia Specialty Genomics, the company’s new cannabis unit, cultivates six Hawaiian hemp strains on its 10-acre Hawaiian facility. I had this on my AG watch list as they were connect w/ UCD but really no significant plant/breeds under development. There is/has been many studies at the University on salt tolerent plants (ie rice) and other food crops under research. Today's news was the reason for my Buy: Ag bio players rally on Trump order for simpler path for bioengineered crops Jun. 12, 2019 12:37 PM ET Agricultural biotechs Arcadia Biosciences ( RKDA +15.9%) and Yield10 Bioscience ( YTEN +5.4%) are both up on increased volume in apparent response to an executive order from President Trump to federal agencies to ease the rules for approving genetically modified crops and other agricultural biotechnology. The U.S. Department of Agriculture, the FDA and the EPA all have jurisdiction over genetically engineered agricultural products. --------------------------------------- The EO may/could allow faster development of important food crops. Company could also be a candidate for CTVA to partner with and/or acquire (for their research group). EKS