Monsanto Rejects Bayer's Bid, What's Next?

The transcript discusses the ongoing negotiations between Monsanto and Bayer, focusing on the potential for a higher offer and the conciliatory tone of the discussions. It highlights the regulatory risks and political pressures involved, particularly in the agricultural sector. Financial analysis suggests that Bayer could afford a higher offer, though investors may be cautious. The structure of the deal, including potential cash or stock components and break fees, is considered. Comparisons with other market deals and Monsanto's current challenges in various markets are also explored.

What is the tone of the announcements from Monsanto and Bayer regarding the negotiation?

• Hostile and dismissive

• Conciliatory and open to discussion

• Indifferent and uninterested

• Aggressive and confrontational

What price range did analysts suggest Bayer could afford to pay for Monsanto?

• Between 120 to 150

• Between 100 to 120

• Between 180 to 200

• Between 150 to 180

What is a potential component that could be included in the deal structure to make it more attractive to Monsanto?

• A loan agreement

• A stock component

• A cash-only deal

• A partnership agreement

What was the breakup fee percentage for the ChemChina-Syngenta deal?

• 6%

• 5%

• 4%

• 3%

What challenges is Monsanto currently facing in the market?

• No significant challenges

• Stable earnings and market dominance

• Cutting earnings forecasts and market troubles

• Increasing profits and market expansion