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…
Agriculture Stocks
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,…
It is a good time to be in an ASX Fertiliser Stock, if ever there was one. The global fertiliser industry is facing its most severe supply crisis in a generation, and the companies best positioned outside the danger zones could emerge as the biggest winners. Two seismic events have collided to reshape the market:…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Nufarm Extends Key bp Biofuels Deal
Nufarm (ASX: NUF) has had a rough run. The stock has lost more than half its value over the past 12 months, and frustrated investors have been asking the same question for months: Is there a genuine recovery story here, or is this a value trap? Recent news doesn't…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
