Publicly traded agriculture companies ranging in size from micro-caps (Bioceres $BIOX – market cap $330M) to large-caps (Corteva $CTVA – market cap $33.6B) will take part in panel discussions, one-on-one meetings and group presentations at the BofA Securities Global Agriculture & Materials Conference March 3-4, 2021. Though the conference is not open to the press, BofA Securities has made event details and a full agenda available on their website.
Presentations of note include (all times Eastern U.S.):
Wednesday, March 3 – Day 1
8 a.m. – 8:45 a.m. – Corteva ($CTVA) CEO Jim Collins and Chief Technology Officer Sam Eathington kick off day one with a discussion moderated by BofA Managing Partner Steve Byrne.
11 a.m. – 11:45 a.m. – Calyxt ($CLXT) Chief Science Officer Dan Voytas will speak on a gene editing panel along with execs from three private companies.
12:00 p.m. – 12:45 p.m. – CF Industries ($CF) CEO Tony Will to present.
1:00 – 1:45 p.m. – FMC ($FMC) President & CEO Mark Douglas and Executive VP and CFO Andrew Sandifer to present. Webcast link.
2:00 – 2:45 p.m. – Nutrien ($NTR) CFO Pedro Farah and Senior VP North America Jeff Tarsi to present. Webcast link.
Thursday, March 4 – Day 2
7:00 – 7:45 a.m. – Bio Plastics Panel, featuring Yield10 ($YTEN) CEO Oliver Peoples. Webcast link. Six weeks ago, Yield10 announced it had achieved successful field testing of Camelina lines that produce PHA plastics directly in seed.
10:00 – 10:45 a.m. – Outlook for Crop Protection Panel, featuring FMC ($FMC) Chief Technology Officer Kathy Shelton and Novozymes ($NVZYM) Executive VP Tina Sejersgard Fano. Four weeks ago, the two companies announced a strategic collaboration on the development of biocontrol solutions. Webcast link.
4:00 – 4:45 p.m. – Seed Outlook Panel, featuring Bioceres ($BIOX) CEO Federico Trucco alongside execs from Syngenta, Stine Seed and Inari Seed. On the Bioceres Q2 2021 earnings call last month, Trucco updated investors on HB4 (drought-tolerant) wheat and soybeans. Trucco signaled that announcements regarding commercial distribution partners for HB4 soybeans could be coming “in the next quarters.” Upon commercialization, the company plans to focus its U.S. efforts on the Dakotas and specific areas of the South, using “computational science to better predict the performance of varieties and fast-track the breeding process.”
The BofA agenda notes that companies choosing to participate in one-on-one and group meetings only include Evogene ($EVGN) and Mosaic ($MOS.)