GLG News by Experts on Veterinary Supply/Distribution

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Moderate Drought Now Impacting US Soybeans After Run Up in Corn and Wheat

August 18, 2011

U.S. Drought Monitor August 16 | droughtmonitor.unl.edu

Soybeans are in their pod filling stage. For the past 3 weeks there has been an area impacting some of Iowa, Illinois and Indiana with "abnormally dry" to "moderate drought". This will have an impact on yields.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Ethanol & Corn:Senate Tells Industry To Grow Up After Over 30 Years Of Subsidies

June 19, 2011

Senate votes to end US ethanol tax credits on July 1, rejects McCain amendment against blender pumps | biofuelsdigest.com

The US Senate last week approved to eliminate the blending tax credit and to open the market to Brazilian ethanol effective July 1st. This is not going to happen that quickly or completely, but something is going to happen soon.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The Eastern Corn Belt Will Tighten Belt Next Year Without Corn

May 31, 2011

The wet spring has pushed back total seeded acreage of corn to where it will be impossible to have the high yield and large acreage needed to replenish inventories. In the Eastern Corn Belt delays in planting corn will force farmers to plant soybeans, if they can ever get into the field.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Where Will Climate Hit Crops Next

February 20, 2011

Droughts in China More Frequent and Intense, Scientists Say | www.cadenagramonte.cu

Climate change has been having a growing impact on crops around the world. Momentum seems to be picking up. China now facing a drought every year, instead of every 5 to 10 years.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

DuPont Makes Major Push Into Food and Biofuels With Proposed Danisco Acquisition

January 10, 2011

DuPont looks to food, biofuel with Danisco play | www.reuters.com

Danisco has announced it has accepted a $6.3 billion offer from DuPont after reviewing several other offers. This is DuPont's largest acquisition in the food/natural science sector since they acquired Pioneer seed. It is a very interesting move that could add to their drive to be involved more in renewable products and one that may help define their 3rd century of existence. Other players may yet enter the bidding, though the price seems fair if not high.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

BHP Bid For PotashCorp Stopped As No Net Benefit To Canada

November 3, 2010

Ottawa will not approve PotashCorp takeover - CTV News | www.ctv.ca

In one of the most watched and the largest takeover bids in Canada history and the fertilizer world, the Industry Minister Tony Clement has announced that there he sees no net benefit to Canada by the proposed bid. BHP has 30 days to resubmit it's proposal either changing it or shedding additional light on why it benefits Canada. This opens up the door for others who have been working on white knight are alternative bids. 

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Louis Dreyfus And Olam In Possible Merger Talks

September 26, 2010

Agrimoney.com | Grain merchants - Louis Dreyfus in talks over merger with Olam | www.agrimoney.com

This morning Olam confirmed that they are in talks with Louis Dreyfus on a potential merger. Neither of the two companies are familiar names outside of a very specialized industry. The merger would be a good fit, though the cultures might be very different.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Time For Consolidation In Animal Feed Market- Is Nutreco On The Move?

August 19, 2010

UPDATE 2-Nutreco eyes buys after leap in H1 profits | Reuters | www.reuters.com

Nutreco has reported a good first half and has made an acquisition of an aquaculture feed company in Viet Nam. They have the cash and technology to keep growing in markets that are expanding. Have they picked the right targets?

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fertilizer Takeovers Heating Up After Scorching Russian Summer: PotashCorp

August 17, 2010

Potash rejects $39bn approach by BHP | www.ft.com

BHP Billiton has just made an all cash offer for PotashCorp, which has been rejected by the Board. This follows Agrium's takeover over the weekend for AWB. Earlier this year another mining giant expanded into phosphate mining and the fertilizer industry through the acquisition of Bunge and Cargill's assets in Brazil.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Is Agrium Taking On Next Acquisition Fight Down Under

August 16, 2010

Agrium Enters Aussie Fertilizer War - TheStreet | www.thestreet.com

Agrium lost on its efforts to acquire CF Industries which had rejected the bid as it attempted and finally acquired Terra Industries. Agrium has now made a bid down under for AWB, which had just accepted a merger offer from Australian GrainCorp. The proposal is complicated, but as was seen last year with Viterra's purchase of ABB, acquisitions by Canadian agriculture companies of Australian grain companies are never simple deals.

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