food and ag

Latest news and analysis on food and ag

Funds

The rare investment opportunity ticking all the right boxes

The Centuria Agriculture Fund hunts for high-quality, sustainable, agricultural assets. It seems it has found one with Sundrop glasshouse.
Chris Conway
Livewire Markets
Macro

Can investors weather this latest China crisis?

China is facing widespread droughts, emulating the recent heatwaves and crises experienced across Europe – the threat of these droughts is far reaching for...
Max Pacella
Rest Super
Equities

Desk Note: Pure Foods Tasmania (PFT.AU $0.60) - Tasmania on a plate.

We participated in the PFT.AU IPO ($PFT), and have accumulated more on market following the June Quarterly update in late July. Certainly, small to medium caps that...
Thomas Schoenmaker
Alpine Capital

Costa increases profit guidance

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Tasmanian salmon: A fishy business.

Andrew Mitchell
Ophir Asset Management
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