Shorts Get Smaller Down Under
Australia has a very well developed market for stock borrow and a robust regulatory regime for short selling. Short sell positions that exceed...
444 Views
An Elders/AIRR Merger Re-Focuses ACCC on Ruralco/Nutrien
Back in February when Ruralco Holdings (RHL AU) announced it had entered into a Scheme Implementation Deed for Nutrien Ltd (NTR CN) to take Ruralco...
587 Views
Nufarm Limited: Rare Value and Seeds (Omega-3) Could Surprise.
Crop protection industry dynamics sufficiently supportive at this discounted share price.At AUD 5.00, Nufarm Ltd (NUF AU) shares screen as...
826 Views
Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
298 Views
Acquisition of Century Crop Protection Portfolio Favourable for Nufarm, No Material Change in View
We support Nufarm’s AUD 690 million acquisition of Adama and Syngenta’s Europe product portfolios (Century). However, we don’t recommend...
251 Views