BottomBounce
3 days ago
Interesting $MDLZ "SHOCKING: 90% of cheese made with Pfizer GMO derived product.
Even I didnโt know about this until recently.
You might have heard about something called rennet. It is used to coagulate milk into cheese and it has traditionally come from the stomach of a young calf.
But in 1990, the FDA approved a very different kind of rennet to be used in cheese called FPC.
This FPC rennet is in fact made from GMO products invented by none other than Pfizer.
And guess what โ The company DSM-firmenich that makes the infamous Bovaer is also today a major producer of this GMO rennet.
DSM-firmenich has also received millions of dollars in funding from none other than Bill Gates.
A staggering 90% of cheese in the USA is now made with this Pfizer GMO derived rennet โ You have probably been eating this stuff today without even knowing it!
Even a lot of European cheese is made with this.
You donโt want to eat the fake lab-grown meat. But what about the lab-made rennet from Pfizer?
The thing is, they get away without even having to call it GMO, so you donโt even know about it. You are being lied to about your cheese.
And there is no long-term human trials on the safety of this product.
You will never be able to guess how they make this stuff.
They insert cow genes into black mold or E. Coli bacteria. Sounds disgusting, right?
The truth is even worse than you can imagine.
It involves CRISPR gene editing to make an abomination of a product.
So Iโm here to tell you all about this secret Pfizer ingredient that is in your cheese and how they make itโฆ
And I will also tell you about some cheeses that do NOT contain this Pfizer GMO derived product...
Iโm here to report the news that is being censored by the mainstream media, and unlike them, I get nothing in funding from Bill Gates and George Soros.
Therefore I need your support to be able to continue bringing you stories like this โ By becoming a paid subscriber you will help me to reach even more people with real uncensored news.
And as a paid subscriber you also get access to exclusive in-depth articles and exclusive posts.
Your support is highly appreciated and much needed, as I am constantly under attack by the establishment for daring to report the news they donโt want you to hear!
"
SHOCKING: 90% of cheese made with Pfizer GMO derived product.
Even I didnโt know about this until recently.
You might have heard about something called rennet. It is used to coagulate milk into cheese and it has traditionally come from the stomach of a young calf.
But inโฆ pic.twitter.com/br6fIe0qRi— PeterSweden (@PeterSweden7) July 15, 2025
hughes16
8 years ago
Bill Ackman's long thesis for Mondelez
Great summary of Bill Ackman's 1Q17 Letter
Mondelez
1Q17 Earnings: reported organic sales growth of 0.6%, driven by pricing growth (1.1%) and a volume decline (0.5%); all regions experienced growth with exception of North America
Despite the modest top-line growth, operating profit margins expanded significantly to 16.8%, driven primarily by a reduction in overhead costs as percentage of sales reflecting the implementation of zero-based budgeting and the rollout of global shared services
Management remains committed to its 2018 operating profit margin target of 17% to 18%
Mondelez is one of the few large-cap packaged food companies that is demonstrating both margin expansion and top-line organic growth
Over the long-term, believe that MDLZโs categories and geographic footprint give it a significant advantage, especially in emerging markets where MDLZโs large market shares and robust routes to market should drive accelerated growth
north40000
10 years ago
Flash forward ~15 months later. WSJ op-ed from Yale professor, criticizing activist investor Peltz. Yale professor appears for interview on CNBC, in 7:30-9 am time frame today, defending his position taken in WSJ.
Peltz appears on CNBC during noon hour by phone to defend his record in Trion since investment with respect to Kraft/MDLZ, criticizing Yale professor as omitting data or relying on inaccurate data. Yale professor responds by twitter or email whatever in real time.
Did you see the above in real-time? Any comments?
I found the entire process to be a fascinating piece of media/journalism. No current position in MDLZ myself, but thought Peltz had the better of debate.
cattracker1
12 years ago
Sold,,, Waiting To Buy Back In,,,,,
At $29++........
Oh Yes ! The MM'S will take it there before next earnings!
Just Watch !!!!!!
:)
cattracker1
12 years ago
Watch Out Guys ,,,,,,,,,,,,
Very Over Bought !!!!!!
http://www.tradersdirect.com/stocks/7552/mondelez_international_inc/?promo=1
cattracker1
12 years ago
MDLZ Still An Awesome Play...........
Found this today....
A couple underrated foods companies include J.M. Smucker and Mondelez (NASDAQ: MDLZ). Smucker is one of the great peanut butter-coffee combo companies, while Mondelez is the international spinoff from Kraft Food Group.
Its key segment is the biscuit category, accounting for over 30% of revenues, with 27% of revenue from the chocolate category, 17% from beverages, 15% from gum and candy and 9% from cheese and grocery. Mondelez's key brands include Oreo, Ritz, Chips Ahoy, Cadbury and Trident.
Unlike General Mills and Kellogg, Mondelez already has impressive international exposure, with about 80% of sales are expected to come from outside of North America in 2013.
Rumors are floating that billionaire activist Nelson Peltz might be looking to push Pepsi's snack food business and Mondelez to merge. This is big news, as I think this could be a big positive for both companies. The stock is down over 5% during the past month. This could be a good time to buy into the stock.
Mondelez has reaffirmed its 2013 organic revenue growth target of 5%, while upping its earnings guidance to $1.55 to $1.60 per share. At the mid-point, that would be 13% year over year EPS growth. This international snack company also pays investors a 1.8% dividend yield on a 50% payout of earnings.
cattracker1
12 years ago
Hey, Check This Out...........
With Mondelez focusing on international emerging markets, especially China, and Smithfield Foods being acquired by a Chinese company, they both have similar interests. But Mondelez is trading at a valuation significantly lower than Smithfield's. If the former were bought out at a valuation similar to the latter's, the shares could go for $40 each. That is a 33 premium over current market value, which would be a handsome reward for today's call buyer.
cattracker1
12 years ago
Looking Good,,,, Yum Yum Yum !!
The snack food and beverages product company, Mondelez International (MDLZ), is next in our list with a stake in this fund's equity portfolio of 1,836,976 shares. This represents an absolute difference of 1,310,538 shares compared to the previous quarter. The value of the equity in the portfolio rose by 320%, indicating Marshall Wace LLC is bullish, and the fact that shares are in the green year-to-date. Sporting a trailing P/E of 18.20 and a forward P/E of 17.52, Mondelez is expected to increase its earnings over the intermediate term, and long-term investors have reasons to be bullish as well. Mondelez has a beta of 0.48 as well, indicating that its risk level is comfortable for even the most risk-adverse of investors.
cattracker1
12 years ago
Man,,,Dog With A "BONE",,,,,,,
Any guess to bid made for MDLZ by PEP ?? $39 ??
According to the most recent filing, Peltz's Trian Fund Management now has a $270 million stake in PepsiCo and a $494 million stake in Mondelez. For Mondelez, this equates to less than 1 percent of its market capitalization. For PepsiCo, Peltz's stake represents little more than a rounding error however the fact that Peltz and PepsiCo are already engaging in "strategic, long-term" discussions suggests that the investor has big plans for these firms.
cattracker1
12 years ago
Looks Like The Only Way To Get
Cheap Shares Is Initiate A DownGrade !
Good Idea,,,,,,,,,,
Sorry Charlie! Won't Work !!!
:(