Australian Dairy – Where the Billionaires are investing

Wentworth Securities

Wentworth Securities

We recently participated in the Australian Dairy Farms (AHF.ASX) placement. There is certainly a concerted push, by various different groups, to access parts and/or all of the dairy supply chain in Australia. The bid for A2 Milk by the US Giant Dean Foods, and the investments made by Gerry Harvey and Gina Rinehart are in the headlines. And milk comes from one source, which AHF are accumulating. We discuss the thematic and AHF in more detail (VIEW LINK)

Wentworth Securities are a team of investment specialists, with expertise across traditional stockbroking through to model portfolio management. With a depth of experience ranging from small caps through to macroeconomic thematics. Fully independent.

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