RE:RE:RE:Terrible bus. model | Sell FDGE & Buy AJX | Get UR $ BacksparkyAg wrote: Different strokes for different folks. I figured out that FDGE was headed from $20 to $4. And I have now figured out the AJX is going from $.40 to $2.00 over the next year, much higher later.
Anyone that follows the role of automation and autonomy in precision Ag (PA) closely, really closely, can do the same thing. Take a look at the Stockhouse AgJunction board. Read all of the dt_core posts.
I can promise you he has a long and deep understanging of what is taking place with AJX.
Just a note that you're the one going to other boards promoting the stock, not the other way around. You mentioned a world of difference? The main difference was that AgJunction had only one analyst on the call vs Farmer's Edge that had over 5 analysts on the call. Other than that, it was a regular CC from both ends.
AJX and FDGE are two different stories. I was already following Hemisphere back when they acquired AgJunction back in 2012 so I'm familiar with what they do. I didn't notice much difference other than the website they have to give access to the market (for farmers). They're still mostly about precision agriculture driving. FDGE is about providing data for the whole agriculture management. Their carbon credit platform is an example of the innovation they can get through with their platform. That's just one part of their offering.
AJX may be a good investment, but it's a different one than FDGE. You could partly play AJX by investing into the VAR instead, reducing your specific risk. You can't do that for FDGE. Other notable differences are: FDGE has a strong backer in Fairfax, who has a story of supporting (even taking private) the public underperforming businesses (see Mosaic Capital) and FDGE has a stronger cash balance (about 50% of the market cap value).
At $5, FDGE doesn't have much downside but still carries a lot of upside. Not saying that AJX doesn't have upside, but they don't have the backing and their offer is more limited (vs creating new products/increasing value).