Lindsay Australia Limited - Sector Tailwinds
Positive sector tailwinds - Horticulture production volumes in FY22e and FY23e are forecast to be ~8% above the long-term average (source: ABARE).
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CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company
Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...
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Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
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Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust
Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...
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A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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