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07:29
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Originally posted by timbowls:
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Transitioning into an agriculture company over the long term is quite a good outside the box idea but I would imagine the practicalities of it would be very difficult as the management team obviously has no experience in this area. Interestingly enough though SOL is very keen on farms at the moment and has established an agriculture portfolio with an external manager called Argyle so that might be the solution. It's also not going to be on the cards in the short to medium term as despite the political issues they can still supply coal to asia at a good level of profitablity.
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Rural supplies (SOL) would take benefit from SOL taking a position in Argyle
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