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Looking for a company in agriculture

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Looking for a company in agriculture

Hey MM team Love the up front views and great research I have been looking for a company in agriculture ( might be the way to go soon ) but I have not been able to identify any except the usual suspects…..Elders , Nufarm , Inghams , Aust Agriculture Costa For variety of reason none of them really appeal. Have I missed some or a good EFT in agriculture Thanks and cheers Shane

Answer

Thanks Shane , a couple more to flag in addition to your list would be: Select Harvest (SHV), Graincorp (GNC), Bega (BGA), Coburn Estate Olives (CBO) which actually has an interesting story and the trends here look encouraging – it’s one we’ve looked at and quite like, and Rural Funds Group (RFG) which is a Real-Estate Investment Trust with Ag assets.

For broader Ag exposure, the Betashares Agriculture ETF is listed on the ASX under code FOOD, though it holds international exposure.

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BetaShares Global Agriculture ETF (FOOD)
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