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Syngenta AG Message Board

  • funfundvierzig funfundvierzig Sep 8, 2013 3:43 PM Flag

    DuPont AG Seems To Be Getting Sicker. Investors Watch Out!

    DuPont Chieftess Kullman Puts Most of Her Eggs In Tattered AG & NUT Basket

    THE SUNDAY SIZE-UP

    Good Afternoon, Bonsoir, Guten Abend, Buona Sera,

    Investors, in the week just past on Wednesday, Sept. 4, 2013, telegenic Wall Street pundit and portfolio manager, Stephanie Link in a video interview opined that Ms. Kullman, DuPont Chieftess might be lowering her AG numbers. Two days later, Friday, Sept. 6, Selena Moranjian, a financial writer for Motley Fool, had this to say:

    "...It [DuPont] has been experiencing weakness in agriculture, and demand worries over titanium dioxide."

    Results in DuPont AG in the most recently reported quarter, Q2 2013, were sickly year-over-year, with sales
    volume up a paltry 1% and operating earnings declining by 1%.

    Looming over DuPont AG are tens of thousands of litigation claims in numerous federal and state courts across the land triggered by DuPont's failed and falsely, if not fraudulently marketed dandelion treatment for the lawn. DuPont Imprelis settlements for extensive tree losses may reach $2 billion or more in our studied and conservative estimation. DuPont Management and their PR professionals have largely kept the sheer magnitude of their Imprelis litigation liability exposure under wraps, downplayed and carefully spun. But wake-up time is about here, and it will get nasty with massive charges against DuPont AG and a massive drain on free cash flow.

    In the meantime, the dysfunctional DuPont AG conspicuously lags world leader Monsanto in seeds and world leader Syngenta in crop protection. As for the NUT side of Ms. Kullman's grossly hyped crown jewels, DuPont AG & NUT, DuPont lags world leader, Novozymes in food additives and enzymes. Any investor contemplating taking a position in DD must consider whether she or he wants to go with a second-rate, second-place player in the business.

    Merely THE SUNDAY SIZE-UP digitally penned by one individual investor and long-time student of DuPont in
    decline...funfun..

 
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