Interesting observations.  I follow the Bayer group primarily due to the Climate Corp that started off by Google ex-employees looking to create something for agriculture.  The Climate Corp first presented weather information that evolved into support of insurance.  They created FieldView to help bridge between farms and the insurance issues they discovered.  Then Monsanto needed to leverage into the challenge from FBN and other threats for their distributors.  And then Bayer grabbed Monsanto and as far as I can tell Bayer covets the potential of the digital data data curations and storage placed there.  Bayer Crop Science has over and over presented the "digital science" advantage and LLM/AI as being the central pathway to position Bayer's agriculture potential.

I share a very interesting review of Bayer's Crop Sciences 2023 EOY (June) condition and rescue https://www.rhishipethe.com/sftw/136-bayer-innovation-summit

My bet is Climate Corp is the last golden asset that might offer comparable liquidity as compared to their chemicals tied into their genetics. If Climate was spun off into an independent company that sheds the linage to Monsanto/Bayer GMO/chemistry what might that look like as a wish for independent data curation and normalization between the main and short line precision ag field equipment? 

My observations is Climate offered a special on-line conference to present a next-vision in October last year about all sorts of new effort and support of the listed Partners.  I listened to the two-days of Climate's presentation as well as several of partners.  I was somewhat encouraged but the reality became by January 2024 essentially of the eight Climate faces our of ten were gone or moved on to Bayer seed companies. Climate sold to Monsanto for $900m approx. And I believe you may know the extraordinary price paid for Monsanto that has been not in mid 2024 a fraction.  Could Climate find a place if spun-off while it still has value?

Thoughts?