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FMC's Tremisia Fungicide Debuts in EMEA Region After Approvals
ZACKS· 2025-07-01 15:31
The company maintained its 2025 guidance, with revenue projected at $4.15-$4.35 billion, flat at the midpoint year-over-year. Adjusted EBITDA remains at $870-$950 million, up 1% at the midpoint (4% excluding the GSS divestiture). The outlook includes $15-$20 million in added tariff costs. Adjusted EPS is unchanged at $3.26-$3.70, flat at the midpoint, and free cash flow is still expected between $200 million and $400 million. Key Takeaways FMC Corporation (FMC) introduced its novel fluindapyr technology upo ...
Davis Commodities Accelerates ESG Expansion Plan, Targets $220M Revenue Growth in $500B Sustainable Agriculture Market
Globenewswire· 2025-07-01 13:45
Core Insights - Davis Commodities Limited is launching a strategic initiative to enter the premium ESG-certified agricultural commodities market, aiming for additional annual revenue of $180–220 million and improving EBITDA margins by 200–300 basis points within 24 months [1][7]. Market Opportunity - The global ESG-certified agricultural commodities market is projected to exceed $500 billion by 2030, with a CAGR of 12.1% [2]. - High-value ESG-certified products include Bonsucro-certified sugar, ISCC/Fairtrade rice, and RSPO-certified palm oil, with premiums ranging from $50 to $150 per ton [2][3]. Strategic Partnerships - The company is forming partnerships with global industry leaders and engaging with international distributors, targeting high-value contracts, including ESG-certified rice agreements valued at up to $150 million annually [4]. Technological Innovations - Davis Commodities is exploring blockchain-enabled solutions to enhance traceability and transparency in the ESG supply chain [5]. Implementation Plan - A phased rollout is planned, starting with ESG-certified sugar trading in Q1 2026, followed by ESG-certified rice and edible oils in Q3 2026 [6]. Financial Projections - The company anticipates adding $120 million in annual sales by 2027, with a long-term revenue target exceeding $220 million, alongside significant EBITDA margin improvements [7]. Executive Insights - The Executive Chairwoman emphasized the strategic initiative's potential to capitalize on the growing demand for ESG-driven products, enhancing competitive positioning and shareholder value [8].
Argo Initiates First Graphene Purchase Order
Globenewswire· 2025-07-01 13:00
Core Insights - Argo Living Soils Corp. is finalizing its first supply order of 1000 liters of high-grade Graphene oxide liquid, which will be used as a concrete additive, establishing a partnership with an international supplier [1][2][4] - The Graphene oxide liquid is produced from 99% pure vein graphite and complies with U.S. import regulations and EPA standards, ensuring its suitability for advanced construction applications [2][3] - The agreement is seen as a transformative milestone for Argo, enhancing its ability to deliver eco-friendly construction materials in North America and aiming for EU certification for future sales [4][5] Company Developments - The company has engaged King Tide Media LLC for a one-month marketing service agreement, budgeting up to $60,000 for digital marketing and content creation [6] - Argo has extended its agreement with MarketSmart Communications Inc. for investor relations services for an additional three months, with a monthly fee of CDN $5,000 [7] - Argo Living Soils Corp. focuses on developing sustainable, high-performance solutions for the construction and agricultural industries through innovative technologies [8]
AGCO Announces Agreements Reached with TAFE on Key Commercial and Other Issues
Prnewswire· 2025-07-01 10:30
Core Viewpoint - AGCO Corporation has reached a comprehensive agreement with Tractors and Farm Equipment Limited (TAFE) to resolve all outstanding disputes and governance issues, including shareholding and brand ownership matters related to the Massey Ferguson brand in India and other countries [1][3]. Commercial Terms - All commercial agreements between AGCO and TAFE will be terminated with agreed wind-down provisions [6]. - TAFE will repurchase AGCO's current shareholding in TAFE for an aggregate amount of $260 million, subject to compliance with applicable law [6]. Governance and Shareholding Terms - Ownership of the "Massey Ferguson" brand will rest exclusively with TAFE in India, Nepal, and Bhutan [6]. - TAFE retains the right to maintain its current ownership level of 16.3% but will participate in future share repurchase programs executed by AGCO [6]. - TAFE will no longer have the right to nominate a representative to the AGCO Board of Directors, and AGCO's Director on TAFE's Board will step down [6]. - The parties have agreed to mutual non-disparagement and TAFE will not engage in public activism [6]. Company Background - AGCO is a global leader in agricultural machinery and precision ag technology, with net sales of approximately $11.7 billion in 2024 [5].
民间出口商报告向墨西哥出口销售
Yong An Qi Huo· 2025-06-30 04:12
蛋 白 粕 基 差 : 油 脂 基 差 : 油脂油料早报 研究中心农产品团队 2025/06/30 民间出口商报告向墨西哥出口销售 民间出口商报告向墨西哥出口销售119,746吨大豆,2025/2026市场年度付运。 阿根廷罗萨里奥谷物交易所周五表示,受计划中的关税上调影响,阿根廷出口商宣布 月迄今已出口610万吨大豆及 其行生品,较五年均值水平激增22%。 阿根廷总统JavierMilei领导的政府年初时曾暂时调降大豆出口关税,但该政策将于 月到期,届时大豆关税将从 26%上升至33%,豆油和豆粕关税税率均将由24.5%上调至31%。 年油菜籽种植面积下降 27日(周五),加拿大统计局公布主要大田作物种植面积报告。 大草原地区三省的油菜籽播种面积均缩减。2025年,农民报告种植了2,150万英亩油菜,较上一年下降了2.5%,这 可能是由于土壤湿度和持续的贸易问题等一系列因素造成的。在种植了加拿大一半以上油菜的萨斯喀彻温省,农民报告 种植了1,200万英亩油菜,较2024年下降了0.5%。在阿尔伯塔省,受访者报告称,2025年种植了620万英亩油菜,较上一 年下降了2.8%。而在马尼托巴省,农民报告播种了30 ...
BASF Breaks Through With InVigor Gold for Growing Canola Market
ZACKS· 2025-06-26 16:51
Core Insights - BASF SE has launched InVigor Gold, a new solution aimed at enhancing the canola market, particularly in Canada and the United States [1][4] - InVigor Gold is designed to provide heat tolerance, yield stability, and disease resistance, making it suitable for challenging growing conditions [2][7] - The product has demonstrated an 8% yield advantage over traditional canola in trials conducted from 2022 to 2024 [3][7] Product Features - InVigor Gold incorporates LibertyLink herbicide technology, offering pod shatter resistance and strong blackleg disease resistance [2][7] - The innovation is backed by BASF's extensive germplasm and a leading breeding team, ensuring high-quality canola properties [2] Market Position - BASF has a long-standing reputation in the canola seed market, with over 25 years of experience and a robust portfolio of InVigor hybrids [4] - The product is expected to be available in the U.S. by 2027 and in Canada later this decade or early next decade, subject to regulatory approval [4] Stock Performance - BASF's stock (BASFY) has increased by 3.2% over the past year, contrasting with a 20.9% decline in the industry [6]
The U.S. Food and Drug Administration Completes Review of Cibus' Altered Lignin Alfalfa Developed in Partnership with S&W Seed Company for use in Livestock Feed
Globenewswire· 2025-06-24 11:00
SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- Cibus, Inc. (Nasdaq: CBUS) (the “Company”), a leading agricultural technology company that develops and licenses plant traits to seed companies, announced today that it has completed the U.S. Food and Drug Administration’s (FDA) Plant Biotechnology Consultation Program for its altered lignin alfalfa trait with the FDA notifying Cibus that it has no further questions concerning the use of altered lignin alfalfa in food or feed. To develop altered lignin alfalfa, C ...
旌阳区双东镇:“旌益态”大米领航 优粮富民谱新篇
Zhong Guo Xin Wen Wang· 2025-06-22 09:34
中新网四川新闻6月22日电 (姜强)近日,德阳市旌阳区2025年优质杂交水稻推广暨"旌益态"品牌建设工 作研讨会在双东镇清泉村举行。双东镇联合四川省农业科学院水稻高粱研究所、隆平高科种业集团等省 级科研院所及行业龙头企业,通过现场观摩"旌益态"杂交水稻新品种试验田、苗头品种示范展示,以及 召开专题座谈会等形式,围绕杂交水稻选育、栽培技术、产业链开发等核心议题展开深度交流,为双东 镇农业高质量发展注入新动能。 观摩"旌益态"杂交水稻 新品种试验田。 旌阳区融媒体中心供图 "'旌益态'清泉香米品种种植五年多,老百姓种植的积极性较高,这主要是因为其产量与传统水稻品种 相当,收购价格比传统品种每斤高出4至5角。""旌益态"大米品牌负责人、清泉村党委副书记陶建华 说,清泉香米最大特点是米粒油润细腻,煮出的米饭香气浓郁,口感尤为软糯弹滑。 旌阳区2025年优质杂交 水稻推广暨"旌益态"品牌建设工作研讨会。 旌阳区融媒体中心供图 研讨会上,与会人员聚焦"旌益态"品牌建设与产业链升级展开讨论。"通过精准栽培管理技术,可实现 杂交水稻产量与抗逆性同步提升。"四川省农业科学院水稻高粱研究所水稻研究院副研究员秦俭说道, 并结合清泉 ...
摩根大通:全球大宗商品周评
摩根· 2025-06-19 09:47
Global Commodities Research 13 June 2025 J P M O R G A N Global Commodities The Week in Commodities At Any Rate: Aluminum's premium paralysis Global Commodities Research Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorgan Chase Bank NA Tracey Allen (44-20) 7134-6732 tracey.l.allen@jpmorgan.com J.P. Morgan Securities plc This is a summary note that consolidates the latest views of our global commodity strategists published over the week; to read detailed reports, refer to the hyperlinks. It ...
Lavoro (LVRO) - 2025 Q2 - Earnings Call Transcript
2025-06-18 22:00
Financial Data and Key Metrics Changes - Consolidated preliminary revenue for the second quarter declined 27% year over year to $1 billion, primarily due to inventory shortages in Brazil ag retail, which led to purchase order cancellations [13] - In U.S. Dollar terms, revenue decreased 38% year over year to $384 million, reflecting a 15% depreciation of the Brazilian real relative to the U.S. Dollar [14] - Consolidated preliminary gross profit decreased 28% to R366 million, with gross margins contracting 40 basis points to 16.3% [17] Business Line Data and Key Metrics Changes - Brazil ag retail segment revenue declined 30% year over year to R1.84 billion due to inventory shortages [14] - Top Care segment revenue decreased 30% year over year, primarily impacted by regulatory uncertainty and product shortages [15] - LATAM Ag retail revenue grew 4% to $XX million, supported by stable market conditions and the appreciation of the Colombian peso [16] Market Data and Key Metrics Changes - Brazil's agricultural inputs market faced historical headwinds, including input price deflation of 40% to 60% in crop protection and fertilizers, and drought conditions [4] - The percentage of on-time farmer repayments improved notably versus last year, reflecting better farmer liquidity [15] Company Strategy and Development Direction - The company announced an out-of-court restructuring plan to address inventory financing constraints and improve supplier relationships [6][7] - The reorganization plan aims to create a standardized multi-year contractual framework with suppliers, enhancing predictability and operational efficiency [9][10] - The company is focused on restoring profitability and positioning the business for growth from a leaner base [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the extraordinary challenges faced by the Brazilian ag inputs distribution industry and emphasized the need for fundamental changes to the inventory financing model [4][5] - The reorganization plan is expected to strengthen supplier alignment and enhance operational efficiency, forming a foundation for a more resilient and profitable platform [19] Other Important Information - The company has withdrawn its previously issued fiscal 2025 financial outlook due to complexities associated with the reorganization plan [13] - The reorganization plan is subject to court approval, which typically takes between three and five months to complete [12] Summary of Q&A Session - There was no Q&A session held during this conference call due to ongoing court proceedings and the status of the audit processes [3]