Here is more info on the swede problem.
A lot more hectares than I guessed in February.
No more clarity on the cost to PGW . It could be after winter before farmers know their actual losses and can finalize a claim.
I doubt any takeovers will be made before this problem is qualified.
Even as I have been wandering around the world I have heard a few rumours concerning some sort of takeover of PGW. They vary widely.
While the current SP is not one that has me looking to buy more, I am happy enough to hold what I have and hope that somebody does not force them from my paws.
Yeah, how about some explanation regarding the Tiger to Leopard situation? The adage goes you felines can't just change spots / stripes, eh?
Maybe a Leopard can't change its spots...but I've never read anything about a Tiger not being able to change its stripes...particularly after a season of hibernation.....
THE RED BARON
Watch out for the most persistent and dangerous version of Covid-19: B.S.24/7
Today's AFR carries a story headlined "Elders rejects reports that it has made a bid for PGG Wrightson." Article is behind a paywall, of course.
Not much to it. Elders has its own issues and doesn't have a spare $450m sitting around. Ruralco might want the services ops but not the seeds division. Arrange the words; "likely", "it's" and "not" to form a sentence.
Many years ago i bought Agria because they want to sell PGW seeds into chinese market. I thought that this will be a good idea.
Why was this idea buried?
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