NUF 5.18% $4.67 nufarm limited

the final countdown, page-2

  1. 2,173 Posts.
    Simon Bond RBS Morgans

    BUY RECOMMENDATIONS

    Nufarm (NUF)

    Nufarm sentiment has been unsettled after agricultural company Monsanto's cautious tone on returns in its glyphosate operation. While market (supply/demand balance) and earnings risks remain material, it’s worth remembering the assumptions behind Monsanto’s forecasts are not fresh news and should have been broadly captured by NUF in the inventory write down it announced. Crop protection company Nufarm has the ability to manage its margins to a far greater extent than the more fully integrated Monsanto.

    http://www.thebull.com.au/articles_detail.php?id=6119
 
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