look at the bigger picture, a drying climate with predicted dryer conditions over this and next year. ELD financials are not crash hot now and they may suffer reduced business due to above. So i recently sold all my ELD for a good profit. Not re-investing anytime soon.
But i still hold RFF which covers part of the agriculture sector and is going OK. And some of my managed funds have an agriculture exposure .
ELD General Discussion, page-426
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