AAC and IPL the gems in the ag crown. I am buying on any significant weakness (gard bless sub prime!)
NUF - would have been good buy prior to takeover offer
Could look at the ammonium nitrate manufacturers (DXL and Orica)
Speculative end RWD - aspiring potash producer with a JORC compliant resource MAK - aspiring phosphate producer with a JORC compliant resource (work was done by Rio and dumped because it was unfeasible with low prices at the time). MAK is my preferred at this point in time.
ARJ - ag property trust (one to watch but it'll likely be like watching paint dry, slow and steady)
