exactly, and given that some are ineffective, and others are banned from the food chain, having a natural product, as a replacement will fill a big vacuum.
Worth $500m imo. plus or minus.
It is the need of the predator, of the industry, to herald the new mode of action, a bio safe one, that will mean their sales are on an upward trajectory.
This is an absolute gift at under 20m EV. These are the times that we can look back on, in a year from now, and say, that was the sitting duck, the market craves, if only they were alerted to the opportunity. imo
Just think about it, news flow anytime MTAs, Q2 clarke, then Q3 62 Billion Euro BASF.
What does BASF do Q3 ? and does the other news events before then, alert the market to the stock, to then realize what is approaching ? What is it worth to BASF to buy the whole cow ? not just the milk.
For a period, a window is open, where you still get that low hanging fruit from weary holders, who can't hold their pants up, for the main event.
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