Zorrofan

This can't be good..... https://www.gmoscience.org/rat-feeding-studies-suggest-the-impossible-burger-may-not-be-safe-to-eat/

Spokesperson for a consumer group was on CNBC warning about the chemicals used in the processing of pea protein, a major component in "Beyond Meat". https://www.consumerfreedom.com/2019/05/5-chemicals-lurking-in-plant-based-meats/ https://www.cnbc.com/video/2019/06/21/beyond-meat-down-after-consumer-group-warns-of-chemicals-in-fake-meat.html

JDP Capital has a new presentation out arguing the BBU offer is really quite a lowball offer. Their presentation also includes a presentation made by TOO at a private investment conference. JDP clearly wants a better price. https://jdpcap.com/wp-content/uploads/2019/06/JDP-Valuation-DNB-Presentation.pdf

Maybe I'm being naive but I can't see how the Committee can recommend acceptance of a $1.05 bid when the stock is trading roughly $0.09 higher than that. It would seem, to me at least, that BBU will need to come back with a slightly better bid. Still likely to be wildly less than a great offer but better than $1.05. Thoughts anyone?? cheers Zorro

https://www.cnbc.com/2019/06/09/raytheon-and-united-technologies-agree-to-all-stock-merger-of-equals.html Looks like it's official.

https://www.cnbc.com/2019/06/08/raytheon-and-united-technologies-are-in-talks-to-merge-wsj.html It would create an aerospace and defense giant.

I have been a FFH shareholder for longer than some of you may have been alive! I suffered the seven lean years and hoped for seven prosperous ones before Prem put on the hedges during one of the longest bull runs in our lifetimes. But facts are facts. At the close of 1998 the book value of FFH was $112.49, rising to $432.46 by the end of 2018. This represents a growth rate of less than 7% for the past twenty years. You can add on a bit for the dividend but it still represents a rather disappointing performance. Prem is quick to mention the results since inception but frankly the last 20 years have been lackluster and I am seriously questioning the performance we can expect going forward.

Looks like the lawsuit overhang is not going away anytime soon. The company has lost several lawsuits so far and the stock has been just hammered. Anyone buying at these levels or is the lawsuit risk too great? I'm not a lawyer but I wonder to what extent can losses be contained at the Monsanto level or is this really a potential existential risk.

Anyone else have concerns about what happens to reforms if Modi should lose upcoming elections?

John, My concern with Bollore is what happens after Vincent Bollore retires? Does he have the depth of management in place that BRK does? Look forward to your thoughts. cheers Zorro

Is this the start of a new wave of consolidation? https://boereport.com/2018/09/30/canadas-husky-energy-offers-to-buy-meg-energy-in-5-bln-deal/

Might his silence about the matter be cultural? While it may be typical to proclaim one's innocence in North America perhaps in Chinese culture one doesn't speak out publicly?

Clearly the environmentalists are doing more harm than good. As a result of their successful efforts at blocking Energy East and delaying the Transmountain pipeline they have created a situation where Alberta oil will be shipped via rail to the US instead, which poses a far greater environmental risk than the one they were opposing. Saudi oil continues to shipped by tanker up the St Lawrence yet they seem okay with Canada getting oil from countries where environmental standards are far lower than Alberta's. Nor do oil tankers in the St Lawrence seaway seem to bother them. Strange?

This reminds me of the advertising ban on cigarettes. It essentially wipes out competition from small players. Of course I don't live in China so I have no idea what enforcement will be like. When you look at the underlying root cause that the Chinese want to address (gaming addiction, especially with kids) I think we can guess that other measures are coming. The current hang up in game approvals is probably an aspect of the same issue. Does this hurt Tencent or help them by making their existing games more valuable? i.e less competition from new games means people play existing games more? Will China start limiting peoples internet access (time wise)?

Thanks for the link. I don't doubt exports will be reduced however I am still positive that there will be cheating and the reduction in supply won't be as large as feared. It may drop via official channels but its highly likely Iran will find ways to get some oil to market. But I could be wrong. What are your thoughts??