Saturday, July 18, 2015

Seeking Alpha: Monsanto: Changing With The Times, Or Losing Focus?

Agribusiness giant Monsanto (NYSE:MON) is no stranger to controversy, and I can't imagine that the company's aggressive attempts to bring Syngenta (NYSE:SYT) to the bargaining table are going to ease concerns. In addition to worries about antitrust, divestitures, and synergies, there is at least an argument to be explored that Monsanto's shift away from a reliance on seeds and traits is part of a wider issue of the company losing focus on what made it such a winner in the ag space.

I don't really share the "losing focus" concern, but I do think Monsanto's interest in Syngenta, its Climate Corp business, and its ventures into biologics and RNAi may reflect a growing need for the major players in agriculture to touch multiple parts of the value chain to maximize their value-add.

Read more here:
Monsanto: Changing With The Times, Or Losing Focus?

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