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Bullboard - Stock Discussion Forum Farmers Edge Inc T.FDGE

Farmers Edge Inc. is a Canada-based agriculture technology company with a portfolio of technological solutions, spanning hardware, software, and services. The Company operates through two segments: digital agronomy operations and e-commerce operations. The digital agronomy operations segment offers a suite of digital agronomy solutions to growers and others in the agriculture ecosystem. The e... see more

TSX:FDGE - Post Discussion

Farmers Edge Inc > Terrible bus. model | Sell FDGE & Buy AJX | Get UR $ Back
View:
Post by sparkyAg on Aug 14, 2021 9:03am

Terrible bus. model | Sell FDGE & Buy AJX | Get UR $ Back

Customer acq. cost way too high.  Payback too slow.  Retention not sticky. 

Listen to / read the FDGE call.  Then listen to / read the AJX call.  You will see a world of difference.
Comment by Capharnaum on Aug 14, 2021 10:44am
Huh... I just did... a world of difference? Feels more like a waste of my time. :(
Comment by sparkyAg on Aug 14, 2021 2:49pm
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.  ...more  
Comment by Capharnaum on Aug 14, 2021 3:15pm
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 ...more  
Comment by sparkyAg on Aug 15, 2021 11:28am
I apologize for taking a victory lap around the hometown's track.    When FDGE went public, I was pretty excited because I am a fan of farmers, agriculture, and especially precision agriculture with all its new opportunities to invest in upstart companies.   But as I observed and listened to reliable sources with knowledgeable, considered opinions, I cooled because of what ...more  
Comment by deepervalue1 on Aug 16, 2021 3:50pm
Just listened to the earnings call. I believe the CEO said that the field was finding conversions post quarter end to be like killing fish in a barrel and that the lion's share of conversions will come in before September 30th due to the seasonality of Ag. Next earning call will be a good test of the integrity of those statements.
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