EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Bioceres Crop Solutions (BIOX)

Materials

MYST Advisors

Despite being the one of the fastest growing publicly traded Ag-tech companies (FY23 / FY24 Revenues & EBITDA expected to grow at least ~25%), BIOX is largely off the radar for most Investors. Its ability to reduce chemical applications, improve soil quality and conserve water puts the company at the forefront of environmental sustainability and positions it as the Ag leader in the transition to carbon neutrality and sustainability. TAM estimated to reach ~$100bn+ within the next 5 years. TP $27 (100%+ upside).

Edition: 146

- 14 October, 2022