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Soft Commodities
nipper
post Posted: Sep 15 2021, 10:05 AM
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In Reply To: nipper's post @ Sep 15 2021, 09:59 AM

I made a list of ASX stocks that have exposure to the agricultural sector:

Most are in the XSJ Consumer Staples subindex, but unfortunately that is dominated by retail:
COL, WOW, CCL, TWE etc
There are some intermediate sized ones , long established,
. thinking NUF, RFF, WBA, AAC, GNC, ELD, BGA, RIC

Then you get to the small cap end, where slips are aplenty

BFC, CGC, SHV, FRM, and who could forget FNP.

Small niche: GDA, MBH, UMH

The milkers: A2M, BUB, SM1, DMC

The seafood and aquaculture ones : HUO, TGR, SFG, CSS, MCA

Tassie specialists: PFT, TFL

Also WOA and ROO... and maybe a few others in the plant based protein sector

And one ASX listed ETF .... FOOD (Global Agriculture Commodities Currency Hedged)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

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nipper
post Posted: Sep 15 2021, 09:59 AM
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There is a good article reminding all how well Agriculture is doing:


Oz Farmers Singing in the Rain

https://www.sharecafe.com.au/2021/09/14/oz-...ng-in-the-rain/
QUOTE
Thanks to another year of widespread rain and good growing weather , especially in much of WA and NSW as well as drought, storms, heavy rain and frosts in the northern hemisphere, the value of Australian farm production hit a record $73 billion. The federal government agriculture forecaster ABARES on Tuesday revealed an upgraded forecast for the coming 2021 22 year in its latest quarterly outlook.

This is an $8 billion (or 12%) upward revision from the outlook issued in June, the largest upgrade in a single quarter for C21 year and the first time the estimated value is forecast to top the $70 billion mark.

According to ABARES the upgrade is primarily due to a $5.6 billion lift in the forecast value of grains, oilseeds and pulses. This revision stems from upgrades to both the volume of production (due to favourable domestic seasonal conditions), and the prices that this production will be valued at (due to unfavourable seasonal conditions overseas), ABARES pointed out.




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
marketwinner
post Posted: Mar 21 2014, 04:07 PM
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In Reply To: Freyja's post @ Mar 21 2014, 03:43 PM

Thank you for your comment. Coffee prices are down. I don’t see cup of coffee has come down. I drink more healthy tea. Sometimes I enjoy selected quality coffee too.

 
marketwinner
post Posted: Mar 21 2014, 04:07 PM
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In Reply To: Freyja's post @ Mar 21 2014, 03:43 PM

Thank you for your comment. Coffee prices are down. I don’t see cup of coffee has come down. I drink more healthy tea. Sometimes I enjoy selected quality coffee too.

 
Guest_Freyja_*
post Posted: Mar 21 2014, 03:43 PM
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In Reply To: marketwinner's post @ Mar 21 2014, 03:31 PM

Story was Coffee price was going through the roof because of shortage caused of a poor season. Looks like the rains are going to save the crop and no shortage of coffee. WHEEEE.

I drink a lot of coffee. biggrin.gif


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marketwinner
post Posted: Mar 21 2014, 03:31 PM
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In Reply To: marketwinner's post @ Nov 11 2013, 02:48 PM

Coffee futures in New York had the biggest two-day decline since 2010. Is it due to rains in Brazil, over supply or some other reasons? Some analysts are trying to tell that market is trading on the forecast for rain. Do you think so? Thanks.

 


marketwinner
post Posted: Nov 11 2013, 02:48 PM
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In Reply To: marketwinner's post @ Aug 20 2013, 06:54 PM

Currently when compare with other tea auctions tea prices in Sri-Lankan auction are fetching record tea prices. They are having all time average tea prices now. First all time tea averages recorded in September 2013 and it continued into October breaking previous high recorded in September. Though Indian tea prices have come down still tea companies can enjoy benefits due to lower Indian rupee against USD.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

 
marketwinner
post Posted: Aug 20 2013, 06:54 PM
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In Reply To: marketwinner's post @ Aug 20 2013, 06:49 PM

http://www.abc.net.au/news/2013-08-20/help...ndustry/4899234

Pakistan's mangoes improving thanks to Australia

http://www.foodmag.com.au/news/australia-a...-pakistani-ma-1

Australia approves importation of Pakistani mangoes

 
marketwinner
post Posted: Aug 20 2013, 06:49 PM
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In Reply To: marketwinner's post @ Aug 15 2013, 06:43 PM

http://www.globaltimes.cn/content/804594.shtml#!

Drought, heatwaves affect tea plantations in E China

 
marketwinner
post Posted: Aug 15 2013, 06:43 PM
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In Reply To: marketwinner's post @ Aug 13 2013, 06:26 PM

http://www.bloomberg.com/news/2013-08-14/c...ommodities.html

Cocoa Crunch in Ivory Coast Heads for Bull Market: Commodities

 
 


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