惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

V
V2EX
Cisco Talos Blog
Cisco Talos Blog
MongoDB | Blog
MongoDB | Blog
IT之家
IT之家
N
News and Events Feed by Topic
博客园 - 叶小钗
Help Net Security
Help Net Security
美团技术团队
Attack and Defense Labs
Attack and Defense Labs
雷峰网
雷峰网
S
Security @ Cisco Blogs
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
WordPress大学
WordPress大学
CTFtime.org: upcoming CTF events
CTFtime.org: upcoming CTF events
AI
AI
Hacker News: Ask HN
Hacker News: Ask HN
T
The Blog of Author Tim Ferriss
Security Latest
Security Latest
Last Week in AI
Last Week in AI
S
Secure Thoughts
Simon Willison's Weblog
Simon Willison's Weblog
TaoSecurity Blog
TaoSecurity Blog
N
News and Events Feed by Topic
A
Arctic Wolf
Y
Y Combinator Blog
MyScale Blog
MyScale Blog
Cyberwarzone
Cyberwarzone
酷 壳 – CoolShell
酷 壳 – CoolShell
S
SegmentFault 最新的问题
罗磊的独立博客
Vercel News
Vercel News
D
DataBreaches.Net
博客园 - 聂微东
P
Palo Alto Networks Blog
N
News | PayPal Newsroom
GbyAI
GbyAI
B
Blog
A
About on SuperTechFans
PCI Perspectives
PCI Perspectives
S
Schneier on Security
Apple Machine Learning Research
Apple Machine Learning Research
I
InfoQ
The GitHub Blog
The GitHub Blog
P
Privacy International News Feed
Blog — PlanetScale
Blog — PlanetScale
博客园_首页
T
The Exploit Database - CXSecurity.com
V
Vulnerabilities – Threatpost
aimingoo的专栏
aimingoo的专栏
Google DeepMind News
Google DeepMind News

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth DaVita: Further Upside Is Trickier (Rating Downgrade) Western Midstream: My Favorite High-Yield MLP Pick Uber: Why I'm Betting Big Victoria's Secret: Upgrading To A Cautious Hold, Due To The Sustained Demand MUC: Has Seen A Great Return, With More Gains Likely To Come Gogo: Incoming Growth Catalysts From MilGov And Galileo Adoption (Rating Upgrade) CEF Market Weekly Review: GAB Restrikes Its Rights Offering Ceasefire Brings Relief, But Outlooks Remain Complex Osterweis Capital Management Q2 2026 Equity Outlook Albemarle: Strategic Asset In Energy Security (Rating Upgrade) Why Amazon Is Not The AI Chip Provider Broadcom Is Global Partners: Watch Out For The Redemption Of The Preferred Shares International Consolidated Airlines: Hedging Provides Cushion Amid Oil Shock, We Still See Upside From Trading Houses To Tokio Marine: Buffett's Expanding Bet On Japan Bloom Energy: 115x Earnings Is Not Expensive Enough McGraw-Hill: The EdTech Sleeping Giant After A Chaotic Q1, I'm Buying XLK And XLC As The Market Exhales Trump Pressures Iran As Islamabad Talks Aim To Secure Lasting Middle East Truce Consumer Sentiment Plunges To Lowest Level On Record ZIM's $35 Buyout: Why The Market Is Wrong To Doubt Hapag Lloyd's Winning Bid (Rating Upgrade) Politics And The Markets 04/11/26 Comcast Has Finally Fallen Low Enough To Get Interesting CoStar: A Compounding Machine In The Trash Can Ondas: Very High Growth, Very High Uncertainty, Cautious Buy Riley Exploration Permian: A Solid Growth Story In A Cyclical Industry Metals Are Lost In Translation; Risk Assets Or Safe Haven? - Silver, Gold And Copper Outlook Federal Reserve Watch: Fed Keeps Adding Securities To The Portfolio AirJoule: Breakthrough Water Tech, But Still Too Early To Buy Unit Corporation: Warrant Litigation Proceeds Bridgemarq Real Estate Services Inc. 2025 Q4 - Results - Earnings Call Presentation Markets Weekly Outlook: Markets Brace For U.S.-Iran Talks Amid Post-Ceasefire Surge KLA Corporation: Success Already Priced In, Hold Rating Maintained Headline Inflation Surged In March, But Core Remained Muted How To Potentially Crush Bond Fund Returns With DIY Treasury Trading It's The Economy... Are The Semis And Transports Leading The Market To New Highs? Otsuka Holdings Co., Ltd. (OTSKY) M&A Call Prepared Remarks Transcript Consumer Price Index: Inflation At 3.3% In March FRP Holdings, Inc. (FRPH) Q4 2025 Earnings Call Transcript W.W. Grainger Proved Me Wrong. I Wish I Bought It Sooner Neurocrine Biosciences, Inc. (NBIX) Soleno Therapeutics, Inc. - M&A Call - Slideshow Phoenix Education Partners, Inc. 2026 Q2 - Results - Earnings Call Presentation Wallbridge Mining Company Limited (WM:CA) Presents at John Tumazos Very Independent Research Virtual Conference - Slideshow Higher Medicare Advantage Rates Push U.S. Managed Care Stocks Higher QuantumScape Corporation: New Buying Opportunities After The Selloff Should Not Escape You The Importance Of The Up Days Powell And Bessent Summon Bank CEOs For An 'Urgent' Meeting - What's Going On Evergreen Private Equity Investing In Retirement Plans: Key Benefits Of A Direct, Multimanager Approach U.S. IPO Weekly Recap: Pipeline Swells With Sizable IPO Filings As Metals Royalty Direct Lists Can Forgotten Biotech Break Out?
Bunge Global SA (BG) Presents at 21st Annual Global Farm to Market Conference Transcript
2026-05-14 · via All Articles on Seeking Alpha

Bunge Global SA (BG) 21st Annual Global Farm to Market Conference May 13, 2026 1:15 PM EDT

Company Participants

Gregory Heckman - CEO & Director
John Neppl - Executive VP & CFO

Conference Call Participants

Andrew Strelzik - BMO Capital Markets Equity Research

Presentation

Andrew Strelzik
BMO Capital Markets Equity Research

Okay. We're excited to kick off the afternoon with a discussion with Bunge. Since assuming their current roles in 2019, CEO, Greg Heckman; and CFO, John Neppl, have transformed Bunge's earnings potential through materially improved operational execution and expanded footprint and capabilities and accretive capital allocation, and Bunge is poised to demonstrate the power of its expanded network over the coming years with Viterra integration progressing, an improving operating environment and in-flight capital projects nearing completion. We're pleased to have CEO, Greg Heckman, and CFO, John Neppl, with us today to discuss Bunge's strategy and outlook. Thank you both for being here.

Gregory Heckman
CEO & Director

Thanks for having us.

Question-and-Answer Session

Andrew Strelzik
BMO Capital Markets Equity Research

Absolutely. And so maybe where I wanted to start is looking back. You're right now approaching the 1-year anniversary since Bunge's closing of the Viterra acquisition. Can you remind us of the deal rationale? Have there been any big surprises? And since bringing those 2 companies together and maybe how far away we are from seeing the true capabilities of the combined company?

Gregory Heckman
CEO & Director

So I'd say no big surprises. So we're really thrilled about how things are going. But yes, if you back up to the strategic rationale, I think everything we've been doing since we arrived at Bunge was really, focusing on ensuring that we have the capabilities to be the partner of choice for our customers, and that's the farmers and the consumers of food, feed and fuel. And everything that