SHV 0.00% $3.63 select harvests limited

Ann: Strong 2024 Crop Volumes and Strengthening Market Pricing, page-21

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  1. 5,577 Posts.
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    https://todayspaper.smedia.com.au/afr/get/AFR-2024-04-15/image.ashx?kind=block&href=AFR%2F2024%2F04%2F15&id=Ad0310003&ext=.png&ts=20240414151118https://hotcopper.com.au/data/attachments/6101/6101894-9208e7eb0a2744a19071329937e64d36.jpg
    This year's almonds are still being harvested, and replenishing SHV's coffers remains ahead after a shocking 2023 harvest. Yet management would certainly like to add 817ha of almonds to the portfolio. I doubt interest in the avocados.

    A bad year resonates for some time. Expect more capitulations by established players. Best opportunity in a decade to buy established plantations.

    Ash
 
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