John Combest

12+ years spinning and storytelling at Monsanto/Bayer. Now hosting The FARM Show on Westplex Talk 104.5 FM, Saturdays 10 a.m.

[Keith McCullough @KeithMcCullough]

CHART OF THE DAY: Fertilizer Costs Ramping +180% YoY https://t.co/qP9ISnkEEQ via @hedgeye

[John Combest @JohnCombest_Ag]

@KeithMcCullough The semi-annual 7-year-undies discussion with @HedgeyeRetail always makes my morning.

Data point clarification for TMS/The Call: cotton is going for $1/lb., not $100/lb.

Still: long $BAL

[Bethany S. Mandel @bethanyshondark]

If I worked for @BevyHQ I’d be job hunting right now. This is not the kind of employer you want to work for; one that will sacrifice you to a social media mob.

[Ag Stock Investor @AgStockInvestor]

Cannabis hydroponic supplier @GrowGenCorp $GRWG returns to the @IBDinvestors “IBD 50” this week, ranked #2. Shares were up 12.95% last week, and up 21.9% YTD.

Subscribe to IBD here: https://t.co/YJjJRIC1B8.

[John Combest @JohnCombest_Ag]

$STPC @Hedgeye_Staples

[Benson Hill @BensonHillInc]

@BensonHillInc held a virtual meeting with sell-side analysts on Tuesday, June 22, 2021. Management provided an in-depth overview of the Company’s CropOS® technology platform, unique business model, growth strategy and financial outlook, https://t.co/mnVaW7nRFF. #BensonHill #STPC

[John Combest @JohnCombest_Ag]

“Bitcoin is more like asbestos or cigarettes - it really creates more bad than good.” - @stltoday business columnist @dnickbiz (1:40)

🤦🏻‍♂️

#Bitcoin $BTC $GBTC #journalism

[St. Louis Post-Dispatch @stltoday]

The Bottom Line: Ban bitcoin? Pipeline hack shows dark side of cryptocurrencies https://t.co/fZT8KQgJWQ

[Ag Stock Investor @AgStockInvestor]

Vertical farming stocks @AgrifyCorp $AGFY (+17%) and @AppHarvest $APPH, along with cannabis "genobreeder" @greengrotech $GRNH, led ag stocks in % gain last week. More, plus the week's upcoming events: https://t.co/ZE7CH4cqb0

[John Combest @JohnCombest_Ag]

@DisruptiveTrad1 Yes. Check out @Hedgeye if you haven’t already re: how oil and energy perform in each quad.

[John Combest @JohnCombest_Ag]

$XLE $XOP $USO $GUSH $PSCE ⛽️ 💰

[John Combest @JohnCombest_Ag]

@Hedgeye @HedgeyeDJ Whoever is writing the summary/bullets for “The Call” this week is doing an outstanding job. I appreciate the enhanced context on each analyst’s update. 👍

[John Combest @JohnCombest_Ag]

Cool to see a @dtnpf shout out in this @IBDinvestors @IBD_JGraham piece this weekend. @RussQuinnDTN #agmedia

[Ag Stock Investor @AgStockInvestor]

“Sowing a Bumper Crop of Speculation”: @IBDinvestors Industry Spotlight piece by @IBD_JGraham this weekend. Includes technical analysis and buy points. Subscribe here: https://t.co/QSH0ruWJhQ.

Key takeaways: a 🧵:

[Ag Stock Investor @AgStockInvestor]

$APPH (+12.7%) and $BIOX (+10.5%) led ag stock winners last week. Heavyweights $MOS $NTR $CTVA $FMC to report Q1 earnings this week. More: https://t.co/hIWZM7Cc23

[John Combest @JohnCombest_Ag]

Shares of $UAVS are up 591% over a one-year period, and up 1,697% over 5 years.

With more than 55k followers on @Stocktwits, @FarmDrones has the largest following of any ag-related stock. @_xxiicentury is second with 33k. $XXII

[John Combest @JohnCombest_Ag]

One year ago today: fueled by speculation around a “leaked” (others say “unearthed”) video, a once-sleepy Kansas drone company opened at $0.95 and closed at $2.30. It would top $5 intraday the following day, eclipse $8 in December and $17 in Feb. 2021. $UAVS @FarmDrones

[Ag Stock Investor @AgStockInvestor]

Microcap tobacco breeder $XXII up 50% in 6 trading sessions. Plus notes on $AGCO beat-and-raise, @TractorSupply on @jimcramer, @AppHarvestIR leads in @StockTwits momentum, more. $APPH $FUAPF $DE $TSCO $GRNH https://t.co/H98OGBCJvK

[John Combest @JohnCombest_Ag]

$CORN $WEAT $SOYB $BAL

[Investing.com @Investingcom]

🚀🚀🚀🚀

[Yield10 Bioscience @Yield10Bio]

$YTEN CEO Dr. Oliver Peoples spoke with @Earth911 about the Company's development of Camelina seeds, which can create #PHA polymer to make #bioplastic and also usable oils and animal feed. #AgTech https://t.co/9kVdPoPXCK

[John Combest @JohnCombest_Ag]

“Climax action” in $PLBY. I see you grinding, @IBDinvestors.

[John Combest @JohnCombest_Ag]

@vola2vola Cross-promotional opportunity for $CAL - exclusive footwear of $PLBY. @HedgeyeRetail could add it to his deck as the FIFTH way we get paid on this. 👠

[John Combest @JohnCombest_Ag]

$APPH $FUAPF $XXII $NTR $SV

[Ag Stock Investor @AgStockInvestor]

Among ag stocks, @AppHarvest had the largest % increase in @Stocktwits followers last week - and more vertical farming SPACs are coming to market. $APPH $SV More here: https://t.co/NQzHDh9F2S