New Zealand King Salmon (ASX:NZK) swung to a A$13.8m 1HY26 profit, upgraded FY26 guidance and lifted FY28 harvest volume targets.
Agriculture Stocks
PhosCo has spent the last four years reshaping expectations for what the Gasaat Phosphate Project in Tunisia could become. The company began with two deposits, KEL and GK, and a Scoping Study that already delivered unusually strong economics for a project of its scale. What has unfolded since then is a steady broadening of the…
Elders Limited (ASX:ELD) delivered HY26 EBIT of A$76.6m, up 33%, but leverage at 3.8x and a mid-transition balance sheet shape the H2 outlook.
GrainCorp (ASX:GNC) reported 1H26 EBITDA of $136m, down from $202m, but reaffirmed FY26 guidance and flagged renewable fuels optionality.
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
A2 Milk investors sent shares down over 15% off the back of a negative trading update.
Despite reporting strong underlying demand across its infant milk formula (IMF) portfolio in China, the company disclosed a series of supply chain constraints that will materially affect fourth‑quarter sales, margins, and cash conversion.
The irony is that demand was not an…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
Ricegrowers (ASX:SGLLV), the parent company of the SunRice Group, sits in an unusual corner of the Australian agribusiness market. On the surface, it looks like a conventional exporter tied to the ebb and flow of agricultural cycles. But if you look closer, the picture becomes more layered. Its vertically integrated model, multi‑origin sourcing and cooperative‑derived…
ASX Agriculture Stocks are in focus as fertiliser prices surge
Most investors watching the Iran war have focused on oil and defence. The bigger story for ASX agriculture investors is fertiliser. Since the US and Israel launched strikes on Iran on 28 February 2026, the Strait of Hormuz has been effectively shut to commercial shipping,…
