IPL and NUF for blue chip ag input suppliers. Very drought resiliant as can export wares to a bouyant global market.
AAC for a beef and farmland play.
ABB and GNC for grain infrastructure. Drought sensitive.
MAK and RWD for speculative fertilizer plays. Both carry JORC compliant resources of phosphate and potash respectively.
Do your research ...
hard commodity stocks tanking ag roaring, page-8
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