https://unauthorised investment adv...t-ag-stocks-thatll-get-you-through-the-worst/
Good little mention of BGT in here.
From the article:
Hot stocks: The tech angle
McNamee’s favourite ag stock is Bio-Gene (ASX:BGT), a company which fits his tech or supplier angle.
“Bio-Gene is one of the ones which have stood out because it’s more of a platform technology, and one that is extremely difficult and rare to find because it’s a novel mode of action,” he said.
Many insecticides are neonicotinoids. These pose a threat to many species of bees, the pollinators of about one-third of the food we eat. A ban in Europe in 2018 was a win for bees, but a problem for agriculturalists who have few other products available to deal with insect pests.
Bio-Gene’s synthetic Flavocide is not a neonicotinoid and last week hit 13 months of effectiveness against grain storage pests such as borer, and has been shown to be effective against resistant populations of mosquitoes carrying malaria, dengue and zika virus.
“One day you’ll get to a point where it suddenly becomes an enormous issue for the production of food,” he said.
“The problem is you have a trade off between growing populations that need food, but to be able to meet those requirements you need to use agricultural chemicals.”
Bio-Gene has long-term data supporting the effectiveness of its pesticide, as well as relationships with influential key opinion leaders, such as its lead researcher in infectious disease professor Catherine Hill from Purdue University, and global companies BASF and Australia’s Grains Research and Development Corporation.
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