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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