Nufarm Limited: Rare Value and Seeds (Omega-3) Could Surprise.
Crop protection industry dynamics sufficiently supportive at this discounted share price.At AUD 5.00, Nufarm Ltd (NUF AU) shares screen as...
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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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Acquisition of Century Crop Protection Portfolio Favourable for Nufarm, No Material Change in View
We support Nufarm’s AUD 690 million acquisition of Adama and Syngenta’s Europe product portfolios (Century). However, we don’t recommend...
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Nufarm Entitlement Offer - Planting Seeds of Improvement
Nufarm Ltd (NUF AU) is looking to raise about US$349m through a 2 for 9 accelerated renounceable entitlement offer with retail rights. The...
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Our AUD 6.00 Nufarm Fair Value Estimate Stands Despite Share Price Strength
Our AUD 6.00 fair value estimate is unchanged. Nufarm shares have largely held on to the strong 40% price gains from AUD 6.30 February 2016 lows,...
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