Fertilizer sector number 1 FG - eg see IPL's 30% recovery since the correction back to its all time high. Little MAK has rallied strongly as a phosphate fertilizer junior.
Herbicides sector - only 1 stock NUF.
Land, low cost beef producer (ie grass not grain) - AAC. Own 1.25% of Australia.
PAG recently listed - recent rains have filled dams and soils ready to turn into expensive golden grain this winter.
MSF - one for the sugar boom which will hit soon. Owns cane growing properties and processing infrastructure (read expensive to duplicate).
RWD a roughie as Australia's only hodler of potash inventories and JORC compliant for that matter.
Good luck FG! Wait for the next subprime meltdown and target entry on technicals.
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