Eman yep sure have. Only analyst to listen to if you like to...

Eman yep sure have. Only analyst to listen to if you like to make money. You might be interested to keep an eye on the 'Grains Oilseeds' thread on Investor's Hub (www.investorshub.com). There's a heap of info there on all things agriculture and ag stocks. Free to join.

I'm holding RWD as they look likely to open Australia's only potash mine. I like IPL but they have already run hard. They will be eying developments with RWD as all potash is currently imported from Canada.

I like AAC also as they are a farmland play (own 1% of Australia) and are one of the cheapest producers of beef in this part of the world (ie pasture fed as opposed to grain fed).

The options for safe exposure are limited and thats what most people are finding hard to get their head around. Even more reason to be in the few quality ones that exist because liquidity to exposure is very low if even a small proportion of the smart moeny tries to book at seat at the table.

There is also a grains thread on hotcopper with some more information of ag stocks.

Good luck!