NUF 1.77% $4.61 nufarm limited

Ann: Nuseed's Presentation to Macquarie Australia Conference 2020, page-2

  1. 572 Posts.
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    I wonder if Nufarm are thinking about spinning off Nuseed? It could make sense.

    I am sure Nuseed, given its strong potential could be ascribed a higher implicit value standing alone. The canola/omega-3 opportunity is large.

    As a conglomerate of pesticides, fertilsers and seeds it is all somewhat valued at the risk in pesticides.

    So it is a potential case of 1 and 1 equaling 3.

    Just a thought, especially as the Nuseed division is making these separate presentations.
 
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