SHV 1.39% $3.56 select harvests limited

Ann: Select Harvests Webcast, page-3

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  1. 1,846 Posts.
    lightbulb Created with Sketch. 931
    Just had a listen - played it in the background whilst catch up on some other stuff.

    A few bits and pieces of interest

    - they have had their eye on acquiring this for 7(?) years, and view it as a very high quality asset
    - the purchase lowers the average age of their trees (and so extends the sweet spot of thier crop potential)
    - there's some commentary about the cyclical nature of pricing, and the tenancy for pricing to over correct
    - some bullish thoughts on the longer time price of almonds

    Nothing earth shattering, but very positive. Worth a listen, perhaps in the background, if you have something else happening.

    Cheers,

    GLTAH
 
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