Stuart Jackson

Australia’s drought may be the worst in 800 years and is also likely to affect many agriculture companies. Reviewing the FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. While Nufarm’s results were in line with the guidance provided by the company in July, the result includes two... Show More

Andrew Stanley

Shares in horticultural company, Costa Group (ASX:CGC), rallied after the company announced both an increase in profit guidance for the current year and a $65m expansion of its mushroom farm at Minarto in South Australia. Show More

Bell Potter

In this 64-page sector report, Bell Potter Analyst Jonathan Snape identifies four major themes emerging within the agricultural sector, and provides an overview on 17 agricultural and Fast Moving Consumer Goods (FMCG) stocks under coverage. The major themes emerging include a maturing cattle price cycle; the likelihood of a more... Show More

Patrick Fresne

After experiencing the resources rout of recent years, Australian investors have been forced to look elsewhere for returns. One sector that has garnered a great deal of interest in recent years is agriculture. In Australia, talk of the agriculture sector brings to mind images of cattle stations and Jackaroos. But... Show More

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Wentworth Securities

I wrote a note on the Dairy sector, which included Australian Dairy Farms (AHF.ASX) and Camperdown Dairy (CDC), back in June (see note - ). Since then AHF has under-performed, until today. Mention China and Dairy, and the stock has turned over 75m shares (only 156m on issue), and... Show More

Morgans Financial Limited

Morgans believe the current interest in the agri-food sector is due to 4 key themes. 1) Positive industry fundamentals i.e. the rising global population (6bn to 9bn by 2050) and decreasing arable land. 2) Investor switch from the mining boom to the dining boom. 3) Beneficiary of a lower AUD,... Show More

Livewire News

Opportunities within a storm: El Niño and the outlook for agriculture - ETFSecurities exclusive. Drought and irregular weather patterns have sent the price of grains and soft commodities higher this year. While in some instances we believe that prices have over-reacted to the weather-related supply shock, in others there is... Show More