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=20240414151118
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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