Archer Daniels Midland
Archer-Daniels-Midland is a major processor of oilseeds, corn, wheat, and other agricultural commodities. The company is also one of the largest grain merchandisers through its extensive network of logistical assets to store and transport crops around the globe. ADM also runs a nutrition business that focuses on both human and animal ingredients and is a large producer of corn-based sweeteners, starches, and ethanol.www.adm.com
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Search complete. 106 mentions across 48 episodes found for "Archer Daniels Midland".
Sep 22, 2026
Carine CohuetGUEST
And Covantis was created and founded officially in February 2020, but it started long before that as a project.
Carine CohuetGUEST
It was founded by the big players in the agri-commodity trading markets, what we call the ABCDs, so the ADM, the Bungi, Cargill, Louis-Dreyfus, but also Viterra, COFCO, and a year later, Marubeni.
Carine CohuetGUEST
And the mission was to develop SaaS applications to digitalize agri-commodity trade execution processes.
Carine CohuetGUEST
I finally took the decision to officially join Covantis permanently in 2020 with a very exciting mission to create the HR function in a high-tech startup as the head of HR.
15 MINS LATER
Carine CohuetGUEST
and on the fact that we would work as desynchronized teamwork.
Carine CohuetGUEST
Why was that obvious to us? We were a tiny company when we started, even if we had big shareholders.
Carine CohuetGUEST
But most of the time, when you tell an engineer what Cargill and ADM, they don't have a clue because they're not working in the commodity trading industry.
Carine CohuetGUEST
So we needed to attract these talents in having the right environment, having the right mission, the right values, the right compensation and everything, but being able to attract them in comparison to all the GAFAM that we're recruiting at the same time, you may remember.
MikeHOST
Big letters in home security, one down.
MikeHOST
I thought ADM, but that is, of course, Archer Daniel Midlands, a supermarket to the world.
MikeHOST
The correct answer was ADT.
MikeHOST
Three down, comment that might follow, none for me, thanks.
Gary NullHOST
I also believe that we have put an enormous amount of our good quality farmland into biofuels and that both the economics of scale are wrong to do that, we do not have an economic savings, but it also takes then land out of production for healthy foods.
Gary NullHOST
Now when you have all that on one side, And much of that being led by the major big corporate farm interest like Cargill and Archer Midland Daniels.
Gary NullHOST
And on the other side, you have 40 million Americans as of today, the day we're talking on the air, are now considered so poor that they are also hungry.
Gary NullHOST
That means they're not getting enough food each day to supply their body's needs.
Aidan ConnollyGUEST
I suppose I've tried to think initially about how to make what we're doing better.
Aidan ConnollyGUEST
And I'm thinking more perhaps of the quintessential, as you say, leader within one of the ABCDs, ADM, Bungie, Cargill, Kafka, Dreyfus are some of the feed companies I was involved with.
Aidan ConnollyGUEST
Thinking of Utraco, DSM, Land O'Lakes, again, Cargill, Alltech.
Aidan ConnollyGUEST
And to a large degree, when you're sitting in that seat, you're scared by all of this.
BrianHOST
And it, what really stuck out to me was that it specifically stated that profits rose in in its grains and oilseeds business and noted specifically that the new processing facility in Canada, which is in Yorkton, was part of that positive result.
BrianHOST
ADM and Bungie also have increased their full-year profit outlooks, partly due to strong margins from crop processing.
BrianHOST
Now, if you look at this last quarter and what the margins were for processing canola during that time that was now released as far as earnings, really high.
BrianHOST
I mean, most of this is trading or was above $300 board crush per ton, you know, through the second quarter of the year.
Longacres FinanceHOST
I actually think this part is useful too, because it shows what the framework is designed to filter out.
Longacres FinanceHOST
The lowest final scores in this analysis include Federal Realty Trust at 39, Walmart also at 39, Tenant Company at 39, Archer Daniels Midland at 38, and Canadian Utilities at 25.
Longacres FinanceHOST
Now, I want to be very clear here.
Longacres FinanceHOST
A low final score doesn't mean the company is a bad business.
Longacres FinanceHOST
Its forward dividend yield is also less than 1%.
Longacres FinanceHOST
So my framework simply doesn't find that combination particularly attractive right now.
Longacres FinanceHOST
Archer Daniels Midland is similar.
Longacres FinanceHOST
It has a quality score of 57 and a return efficiency score of 20.
Becky QuickHOST
Now, this has been the succession plan that Buffett himself had laid out for years.
Becky QuickHOST
Howard has served on the board since 1993 and brings to the role experience as a director of both private and public companies, including Coca-Cola, Coca-Cola Enterprises, Archer Daniels Midland, ConAgra, and Agritech, among others.
Becky QuickHOST
Warren Buffett wrote a letter to shareholders as part of this announcement, and in it he says, I have served Berkshire since 1965.
Becky QuickHOST
Sixty-plus years in, I still have the best job in the world.
Emily CostaHOST
Across the Pacific, charterers are maintaining baseline throughput.
Emily CostaHOST
South Korea's major feed mill group successfully closed an international tender for 134,000 metric tonnes of animal feed corn, splitting consignments between trading houses Cargill and ADM for delivery early next year.
Emily CostaHOST
Turning to agricultural production, the physical supply side is encountering acute domestic policy and climate headwinds.
Emily CostaHOST
In Australia, the world's third largest wheat exporter, farm lobbies are sounding the alarm over emergency immigration curbs enacted by the federal government.
Tracey RyniecHOST
And it is on the food side, Archer Daniels Midland.
Tracey RyniecHOST
I can't stay away.
Tracey RyniecHOST
It's still a number one ticker ADM supermarket to the world.
Tracey RyniecHOST
It's had its ups and downs.
Tracey RyniecHOST
It is on the upside now, both on earnings and the shares, but it remains cheap.
Tracey RyniecHOST
So P.E. on ADM is now 16.6.
Tracey RyniecHOST
So not super cheap on the P.E., but that's still attractive.
Tracey RyniecHOST
Price to sales though is just 0.5.
Tracey RyniecHOST
And it is on the food side, Archer Daniels Midland.
Tracey RyniecHOST
I can't stay away.
Tracey RyniecHOST
It's still a number one ticker ADM supermarket to the world.
Tracey RyniecHOST
It's had its ups and downs.
Tracey RyniecHOST
It is on the upside now, both on earnings and the shares, but it remains cheap.
Tracey RyniecHOST
So P.E. on ADM is now 16.6.
Tracey RyniecHOST
So not super cheap on the P.E., but that's still attractive.
Tracey RyniecHOST
Price to sales though is just 0.5.
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