Better To Ignore Nufarm's Guidance Downgrade
Nufarm’s guidance miss was largely due to two unplanned outages, now resolved, while record growth in Seeds more than offsets headwinds for Crop...
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Primer: Nufarm Ltd (NUF AU) - Aug 2026
Nufarm is a global crop protection and seed technology company with a primary focus on off-patent agricultural chemicals, which exposes it to...
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Value Remains Leadership; Actionable Ideas: Energy, Financials, Industrials, and Materials
We are sticking with Sectors and stocks that have remained technically sound throughout this correction, not on areas that are just now spiking...
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Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
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Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
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