Strategy Update: Agriculture Reporting Season – Switch 2% of NUF to GNC
The final leg of our agricultural earnings season strategy, we are recommending a switching the 2% allocation in Nufarm to GrainCorp
The final leg of our agricultural earnings season strategy, we are recommending a switching the 2% allocation in Nufarm to GrainCorp
GrainCorp’s FY23 earnings showcased robust performance with an EBITDA of $565 million, strong international demand, record FFO results, and strategic UMG stake liquidation.
Elders have reported results this morning beating expectations and rallying 10%. This positivity
The Biden administration has flagged $79bl as a point where the US will top up their strategic reserves, we see crude oil here at $77 good value and risk/reward