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Home  /   Forum   /   Koffiekamer   /   Monsanto

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Monsanto

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51 Posts
Pagina: «« 1 2 3 »» | Laatste | Omlaag ↓
  2. [verwijderd] 19 september 2016 19:24
    www.google.com/url?q=http://seekingal...
    Monsanto: Bayer's Acquisition Will Fail (And Monsanto Will Receive $2 Billion)

    .Investors' reaction to Bayer's announced acquisition of Monsanto for $128 a share in cash was so poor that Monsanto shares are trading almost $25 below the announced acquisition price.
    .Investors' poor response to such acquisition recognizes the battle each of the companies face with respect to objections to such acquisition by antitrust regulators.
    .Antitrust regulators and farmers are rightly concerned that the consolidation of the major agricultural companies will increase industry profits but increase farmer/consumer costs as well.
    .If Bayer/Monsanto, Dow Chemical/DuPont and ChemChina/Syngenta merge, 3 companies would control 70 percent of the global pesticide market and 80 percent of the U.S. corn-seed market.
    .We believe antitrust regulators will block Bayer's acquisition of Monsanto, but potential Monsanto investors will still benefit from long-term population/wealth trends favoring the company.

    Over the long term, MON will likely record above-average earnings growth due to its introduction of next-generation seeds and increased trait penetration, as each contributes to higher average selling prices and generate increased margins.
    Of late, farmers have preferred more profitable soybeans over corn given the significant decrease in corn prices. MON expects corn demand will increase by about 8 percent by 2019, or 500 million bushels annually, and soybeans by 200 million bushels per year, or about 20 percent. The company's soybeans business is a smaller part of its overall business, but is the faster-growing part of its overall business. Part of the reason for MON's strong growth in its soybeans business is its product Intacta, which the company predicts will be used on 100 million acres in the future. The company's seeds are increasing market share in international markets as well. Investors do have concerns that decreasing corn prices will cause farmers to switch to cheaper competitor corn seeds, but such concern is likely overdone given the advantages of MON's corn seeds in terms of yields justify its current prices. When corn prices do stabilize, the company's earnings per share is likely to recover.
    MON's forward price-to-earnings ratio is 23.20 based on fiscal 2016 earnings estimates of $4.46 and 20.75 based on fiscal year 2017 earnings of $4.98. Earnings estimates have been fallen significantly over the last 3 months for both years. We should note that the median price-to-earnings ratio for MON shares in the past has been about 20. With that said, we believe potential investors should wait for the share price of MON to drop to the $87.15-92.15 price range before establishing a full position (a forward price-to-earnings ratio in the range of 17.50-18.50, based on 2017 price-to-earnings estimates) to establish a full position. MON shares currently yield about 2.05 percent. As noted above, we believe antitrust regulators will block BAYRY's announced acquisition of MON. We also believe that, despite near-term adversities, MON shareholders will benefit through dividend increases, share buybacks and share price appreciation given the long-term trends that favor the agricultural markets the company sells into. The failure of the announced BAYRY acquisition of MON will benefit MON shareholders over the long term. In addition, BAYRY will end up paying MON a $2 billion break-up fee when the announced acquisition fails. Potential MON shareholders need only wait for an opportune time to purchase shares at a value-oriented price over the next year to reap long-term rewards.

    Hij blijft leuk: Lobbyist Claims Monsanto's Roundup Is Safe To Drink, Freaks Out When Offered A Glass
    youtu.be/ovKw6YjqSfM

    MON: $102,60

  4. [verwijderd] 27 september 2016 13:46
    Mylan, Lupin Said to Weigh Bids for Bayer Dermatology Unit

    Drugmakers including Mylan NV and Lupin Ltd. are considering bids for Bayer AG’s dermatology business as the German company sells assets ahead of its $66 billion acquisition of Monsanto Co.
    Leo Pharma A/S, Cadila Healthcare Ltd. and Torrent Pharmaceuticals Ltd. are also weighing offers, the people said, asking not to be identified because the deliberations are private. Non-binding bids for Bayer’s dermatology unit, which could fetch more than 1 billion euros ($1.1 billion), may be due as soon as this week, the people said. No final decisions have been made, and the companies may decide against making an offer, they said.
    Bayer’s assets, which include Desonate for eczema and Finacea for rosacea, are drawing interest from a wide range of drug companies and private equity bidders as dermatology treatments prove popular targets for buyers. Leverkusen, Germany-based Bayer is seeking to raise cash as it moves forward with plans to buy Monsanto, a transaction that will make it the world’s largest producer of seeds and pesticides.
    Other pharmaceutical companies weighing bids for the business include Nestle SA’s Galderma, Almirall SA, Sun Pharmaceutical Industries Ltd., Teva Pharmaceutical Industries Ltd., Allergan Plc and Perrigo Co. as well as private-equity firms such as KKR & Co. and Bain Capital, people familiar with the matter said earlier this month. Bayer is working with JPMorgan Chase & Co. on the sale, they said at the time.
    Leo Pharma agreed to buy dermatology assets from Astellas Pharma Inc. last year for 675 million euros. Mylan announced a $1 billion transaction with Renaissance Acquisition Holdings in May to buy treatments for skin conditions.

    Bloomberg news
  5. [verwijderd] 5 oktober 2016 15:24
    Monsanto, Being Bought by Bayer, Reports Better-Than-Seen Results

    October 05, 2016, 09:04:00 AM EDT By Dow Jones Business News

    By Anne Steele
    Monsanto Co. swung to an unexpected adjusted profit in the most recent quarter as revenue grew more than anticipated, and the biotech-seed company reiterated its commitment to its takeover by Bayer AG, though it offered a tepid outlook for the current year.
    Shares inched 0.8% higher premarket Wednesday to $102.41.
    "Despite challenges to our business in fiscal year 2016, we delivered on the drivers that position Monsanto for the return to EPS growth in the year ahead," Monsanto Chief Executive Hugh Grant said Wednesday, adding the company's priorities for the year include "executing on the necessary steps to close the deal with Bayer."
    For fiscal 2017, Monsanto projected earnings of $3.83 to $4.35 a share. Adjusted earnings, factoring out restructuring charges, Argentine-related tax matters and proposed Bayer transaction related costs, are estimated at $ 4.50 to $4.90 a share. Analysts polled by Thomson Reuters forecast on average earnings of $4.91 a share. The company said increased penetration of soybean technologies and improved soybean costs should help drive gross profit growth in the seeds and genomics segment -- its largest.
    "We are entering a new era in agriculture, where growers are demanding new solutions and technologies to be more profitable and more sustainable," said Mr. Grant. "We believe that combining with Bayer secures our shared vision to provide a wide set of solutions to meet these demands and feed a growing world."

    n all for the August quarter, Monsanto reported a loss of $191 million, or 44 cents a share, compared with $495 million, or $1.06 a share, a year ago.
    Excluding certain items, adjusted per-share earnings swung to a profit of 7 cents from a loss of 19 cents a year earlier. Total sales shot up 8.8% to $2.56 billion. Analysts, on average, projected an adjusted a per-share loss of 3 cents on $2.36 billion in sales.
    Revenue from seeds and genomics, Monsanto's biggest business, surged 25% to $1.57 billion. Sales in its agricultural productivity segment, meanwhile, slid 9.7% to $997 million.
    Write to Anne Steele at Anne.Steele@wsj.com

    (END) Dow Jones Newswires

  7. [verwijderd] 5 oktober 2016 21:56
    Dit werd er in de Conference Call over de overname gezegd.

    Hugh Grant
    Thanks, Laura, and good morning to everybody on the line. I’d like to begin this morning with our agreement to combine with Bayer and this new era for agriculture. Our Board of Directors underwent a comprehensive evaluation process and assessed a broad range of strategic options and opportunities.
    We unanimously determined that our combination with Bayer represents the most compelling value for our shareowners with the most certainty through the all cash consideration.
    So with this agreement as the backdrop, our two priorities going forward are as follows. First, delivering on the 2017 operational plan and key business milestones and second, executing on the necessary steps to close the deal which is targeted for the end of calendar year 2017.

    Don Carson
    Yes, thank you. Hugh, I want to go back to some of your comments on the Bayer transaction. You’ve got a $128 firm bid with your stocks trading at $102, so there seems to be some concern over antitrust risks. You mentioned the reasons why you don’t think that it’s a big issue.
    But the regulators have said they are going to evaluate this transaction but also not just going to sell merits but in light of the other two major transactions that are out there. So, how do you assess that risk from an antitrust standpoint?
    Hugh Grant
    Yes, Don, thanks for your question this morning. I’d go back to my opening remarks. The unique thing about this transaction is there is very little overlap. So you are bringing together a seed business and a crop protection business and I think we can bring these two businesses together with much better insight for the grower by using digital agriculture.
    So, I can’t speculate on regulators or tie in on how regulators are going to view this. I think it’s a really unique combination and the focus on this will be driving the innovation curve. So producing better products faster and as we embark in that conversation with regulators we will be stressing that innovation curve and that was certainly emphasized in the hearings with the Senator Grassley hosted a few weeks ago and we are all had a chance to talk about innovation.
    I guess, the last thing I talk about, when we IPO-ed this business 15 plus years ago we were spending about $300 million in innovation and this year we will be northwards around $1.5 billion and I think that the combination going forward allows us to more efficiently drive R&D and get to those much needed solution.
    So, that will be the conversation when we get from the regulators, but the irony is on us and a tough time in agriculture that’s never been a greater need for innovation and those seem to be odds, but that’s the reality in the marketplace we are in.
    Seeking Alpha

    koers 1,6% hoger
  8. [verwijderd] 11 oktober 2016 17:05
    October 11, 2016 — 2:29 PM CEST

    Bayer AG finalized the syndication of a $57 billion bridge loan to support its acquisition of Monsanto Co., the world’s biggest seed supplier.
    A total of 27 lenders joined the 12-month deal including European and Japanese banks, according to information from people familiar with the matter, who are not authorized to speak publicly and asked not to be identified. Bank of America Corp., Credit Suisse Group AG, Goldman Sachs Group Inc., HSBC Holdings Plc and JPMorgan Chase & Co. are arranging the loan deal, the people said.
    Bayer is set to buy St Louis-based Monsanto for $66 billion, the biggest takeover agreed to worldwide this year and a record overseas acquisition for a German company. The maker of health-care and agricultural products plans to fund the deal with a combination of debt, the issuance of $19 billion of mandatory convertible bonds and a rights offer.
    Bloomberg
  10. [verwijderd] 12 oktober 2016 17:06
    Bayer-Chef verspricht: Kein Gen-Saatgut für Europa

    Im Interview stellt Baumann nun klar: "Wir wollen Monsanto nicht übernehmen, um genveränderte Pflanzen in Europa zu etablieren." Wenn die hiesige Gesellschaft genverändertes Saatgut ablehne, akzeptiere Bayer dies. "Und wir werden nicht über Umwege versuchen, etwas anderes durchzudrücken."
    Der Manager distanziert sich deutlich von Monsantos umstrittenen Methoden und kündigt seinerseits einen anderen Kurs an, sobald der Saatgutanbieter Teil von Bayer ist. "Manches hat sich Monsanto sicherlich auch selbst zuzurechnen", sagte Baumann.
    www.sueddeutsche.de/news/wirtschaft/a...

    According to a Bloomberg report last month, Bayer had begun discussions about whether to dump the Monsanto name upon the merger's closing. Bayer is reportedly looking to avoid "sullying its reputation" as it is looking to expand its European operations by building consumer trust. To that end, Monday's assurances by Baumann to not force genetically modified plants in Europe were a solid first step

    Monsanto $102,71
    Bayer €89,62
  11. pukewe 20 oktober 2016 10:23
    Why the Monsanto, Bayer Merger Will Close (MON, BAYRY)

    By Richard Saintvilus | October 19, 2016 — 9:22 AM EDT

    Heavy regulatory scrutiny is expected to hit the $66 billion all-cash acquisition of Monsanto Company (MON) by German pharmaceutical company Bayer AG (BAYRY). Based on the fact that shares of both companies have traded lower since both firms announced their marriage, investors don't expect the deal to close.

    Jamie Dinan, founder of York Capital Management, sees it another way. "I think [the merger] closes," Dinan said during Tuesday's "Fast Money Halftime Report" on CNBC. "Monsanto is basically a seed company, Bayer is tiny in seeds, and so what you find is there is virtually no overlap," Dinan explained.

    The deal, which valued Monsanto at $128 per share, will be decided upon by federal and European regulators sometime in 2017. Bayer said it will finance the deal using a combination of debt and equity. If the deal is approved, it will create the world's largest maker of seeds and pesticides, which would control close to 30% share of the seeds market and 24% in pesticides. (See also: Bayer Seals $57B Monsanto Bridge Loan Syndication.)

    However, "The deal is so big at $60 billion there's just not enough arbitrage money," Dinan noted. He added that from a risk-versus-reward perspective, investors stand to make "a lot" of money, while having "manageable" downside. Plus "it's almost independent of all the noise and volatility that we talk about," Dinan proclaimed.

    Dinan's confidence aside, he's a part of a small minority who believes regulators will look beyond the competitive advantage this merger would bring to the combined company. As part of the transaction, Bayer agreed to pay Monsanto a break-up fee of $2 billion should the deal get blocked.

    Monsanto shares closed Tuesday at $102.67, up 0.49%. Tuesday's close, which is about 20% below Bayer's offer price, suggests that there's little confidence in the market that Dinan will be proven right. On the bright side, Monsanto and its shareholders stand to gain $2 billion for their patience. (See also: Monsanto Deal Puts Bayer Stock in the Weeds.)

    Read more: Why the Monsanto, Bayer Merger Will Close (MON, BAYRY) | Investopedia www.investopedia.com/news/why-monsant...
    Follow us: Investopedia on Facebook
  13. pukewe 3 november 2016 16:48
    Voor het volledige bericht:

    www.thestreet.com/story/13876601/1/it...

    Citaat:

    It's been a pretty lousy year for shareholders in $44 billion agrichemical giant Monsanto (MON) . Shares are only up 2.2% since the calendar flipped to January, which means that this big stock is still materially trailing the S&P 500 on a performance basis. That's despite the fact that Monsanto got a big buyout offer back in May that was upped in September.

    Bayer (BAYRY) agreed to pay $128 in cash per share for Monsanto, an offer that currently represents a 27.12% premium to where shares sit today.

    Here again, we've got a situation where the odds analysts see of a deal going through are far higher than the market is giving credit for. Current pricing implies that Mr. Market sees a mere 20% chance of the Bayer/Monsanto deal closing. Buying Monsanto makes a lot of sense for Bayer. The arrangement would hand the German drugmaker a major boost to its existing agribusiness operations, which include more than 30 crop protection and seed brands. Still, there's minimal overlap between Bayer and Monsanto, and the deal would hardly be unprecedented from an antitrust standpoint.

    The combination of a stagnant stock market and a challenging agricultural commodity market are driving Wall Street to underestimate the odds that Bayer's Monsanto buyout closes. And, like with the AT&T/TWX deal, that's creating an attractive opportunity for investors willing to stomach the headline risk of buying a high-profile deal before it closes. The acquisition is far from guaranteed at this point, but it's not as bleak as investors are pricing in.
  14. pukewe 3 november 2016 16:49
    Voor het volledige bericht:

    www.thestreet.com/story/13875239/1/fo...

    Citaat:

    Monsanto (MON) , up 3% year to date, is another one of Gibbs' top picks. Bayer (BAYRY) offered $128 per share to acquire Monsanto last month. There are many regulatory hurdles and it is expected that the companies will have to shed some businesses for approval. But the deal is expected to be approved and contribute to higher margins.

    "Either you make money from the Bayer merger if it gets completed or you are looking at 9% growth and the leader in GMO technology. So it's a win/win situation," said Gibbs.
  15. [verwijderd] 8 november 2016 09:37
    US state attorneys general have joined a federal antitrust probe of the planned merger between DuPont and Dow Chemical, according to three people familiar with the matter, heightening risks to a deal that could help reshape the global farm industry.
    A separate group of state attorneys general are expected to join a probe of Bayer AG's $66 billion plan to buy Monsanto, one of the sources said.
    The involvement of the state attorneys general increases scrutiny of the mega deals and will complicate what are already expected to be tough and lengthy reviews by U.S. antitrust enforcers.
    www.cnbc.com/2016/11/07/us-states-joi...

    De koers van Monsanto is in de after hours trading opnieuw onder het 200 daags voortschrijdend gemiddelde van $ 98,96 gezakt, en daarmee is het verschil met de bieding van $ 128 opgelopen tot 30%.
  16. PWP 10 november 2016 10:16
    quote:

    Roll on schreef op 5 oktober 2016 16:56:

    www.monsanto.com/investors/Documents/...

    Ga je er van uit dat de overname in 2017 doorgaat dan kun je met een call strike 125 jan. 2018 (quote 1,44-1.50) je inleg nog verdubbelen…

    Inmiddels kun je deze kopen voor 0,75 dus dat betekent verviervoudigen.
    Heb Calls 125 december 2017. Dat was iets te optimistisch zodra deze afgelopen zijn koop ik die van van januari 2018. Neem aan dat het er binnen een jaar wel door heen is.

    Is er iemand die wat weet over een tijdspad?
  17. [verwijderd] 10 november 2016 11:35
    RWP,
    In de link die in bovenstaand bericht staat kun je op pagina 10 het tijdpad vinden.
    Voor wat dat waard is natuurlijk, zie mijn vorige bericht.

    “The involvement of the state attorneys general increases scrutiny of the mega deals and will complicate what are already expected to be tough and lengthy reviews by U.S. antitrust enforcers.”

    Maar in december 2017 zal waarschijnlijk al wel duidelijk zijn hoe de vlag erbij hangt, zodat doorrollen dan ook weinig zinvol meer zal blijken te zijn.
    Er zijn vorige week op één -dag 6027 puts 95 MON. januari 2018 verhandeld……
    Be awere
  18. PWP 10 november 2016 16:05
    Thanks..Roll on zal de link/ het document eens goed doornemen. Was overigens tikfout zie ik nu. Moest zijn december 2016 en ik wil dus doorrollen naar januari 2018.

    Zo dat zijn nogal wat puts. Dat geeft niet veel vertrouwen. Berichtgeving gaat vooral over vertraging en ingewikkeldheid terwijl de overlap wel meevalt. Dus wat is het heikele punt. Wat zijn echte argumenten om de overname tegen te houden. Het is nogal een megadeal, dat snap ik, maar een megadeal op zich is toch geen argument.
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