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3 companies · Agtech
Agtech
A cycle-trough, Europe-funded margin story trading at a deserved peer discount — own it for the 2026-27 ag recovery and the PTx self-help, but the entire thesis rests on EME holding up while North America bleeds tariff dollars and PTx Trimble proves it isn't a $2B impairment-in-waiting.
Agtech
A real ag-biologicals franchise (Rizobacter) trapped inside an over-levered Cayman holdco in going-concern doubt — creditors are credit-bidding the US crown jewels for cents, $222M of debt matures in FY2026 against $14M cash, and the equity at $0.42 is a near-worthless option on a restructuring, not an investment in the science.