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BASF SE Message Board

  • funfundvierzig funfundvierzig May 17, 2013 8:50 PM Flag

    800 Lb. Gorilla, BASF, Enters Enzyme Market. Dismembered Dansico Watch Out!

    Suffering from Overhead Obesity, DuPont Traditionally Does Well Only In Markets With Little or No Competition.

    Good Evening, Bonsoir, Guten Abend, Buona Sera,

    Readers, Bloomberg reported on Wednesday, May 15, 2013 that the largest chemical enterprise in the world, BASF, circa three times the size of the shrunken and shrinking DuPont Company, had entered into a license agreement with an American firm, Dyadic Int'l, Inc. BASF needs Dyadic's enzyme technology to go after animal and human nutrition markets.

    "BASF, based in Ludwigshafen, Germany, is using the Dyadic agreement to try to break the dominance of enzyme market leaders Novozymes A/S (NZYMB), DuPont Co. (DD) and Royal DSM NV (DSM). For Jupiter, Florida-based Dyadic, allying with BASF is another milestone in a 20-year effort to broaden the use of its technology, derived from a fungus found in Russia in the early 1990s, to industries beyond biofuels, chemicals and drugs."

    Hmmmmm...Looks like Danisco which has now been dismembered and fully subsumed into the lumbering DuPont conglomerate bureaucracy will be facing some stiff competition down the road from the German chemical colossus. BASF is the world's leading chemical maker, largest and most prestigious, a position DuPont held long ago for practically all of the last century. We're talking, of course, about the pre-Holliday/Kullman DuPont of yesteryear.

    Merely the evening perspective of one individual investor and long-time student of the devolving, deteriorating

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    • Be nice if BASF or DuPont bought up CERP for a mere 50 million just to get them out of the way!

    • Folks, frankly and personally, we just don't believe Danisco will be a very effective competitor going forward, since it was hacked up and cast into the fiefdoms of certain individual big bosses at DuPont. Moreover via the internet and social media, we have learned that much of the valuable talent and leadership that came with Danisco at the time Ms. Kullman was bidding against herself, and reaching a towering $7 billion on her shopping spree, has left the building. Oops.

      Currently the residue of Danisco in the DuPont conglomerate organisation plays second fiddle on the world stage in food additives and industrial enzymes to the larger and intensely-focussed Novozymes A/S, the largest enterprise in the field.

      And what ever happened to that much hyped magic bug of Danisco which was supposed to eat corn cobs and spit out huge commercial quantities of valuable, "Sustainable" corn cob "gasoline"?

      We hate to be the one to point out these intrinsic weaknesses, but investors need to counter the constant Beijing-style brainwashing waged from Fortress Wilmington under siege at enormous expense to DD shareholders.


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