Ann: Sale of Nufarm South America to Sumitomo for $1,188 million, page-78

"will you be revisiting Nufarm based on the recent developments? Looks like they get some figures incorrect but the big question is if the explanation for this stumble is reasonable! Would be great to know if you see a reasonable safety net in the current share price."

@zaidi75,

During certain times of the year I tend to take a bit of a break and step back from active researching of companies. From after AGM season - so around now - until the February reporting season is one of those times.
(I do maintain a broad watching brief of developments, but merely to keep myself current; so, a sort of maintenance research, as opposed to the more heavy-duty, first-principles, fundamental stuff that is intended to unearth new opportunities.)

So I haven't re-visited NUF, sorry, and I'm afraid not going to be able to offer any opinion that will be remotely robust or dependable.

..