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Select Harvests (SHV) $6.37

Today we have started with lesser known Victorian based $770mn almond producer SHV, which is showing encouraging signs of finally regaining its mojo after being hammered by falling almond prices. We believe this cyclical story will turn around sooner rather than later helped by the tailwind of general food inflation, we like it at today’s levels but especially if the current weakness in US stocks sends it down in sympathy towards $6.

SHV
MM likes SHV today and especially around $6
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Select Harvests Ltd (SHV)

NB: We own SHV in the Emerging Companies Portfolio

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