External broker reports(aggregated public sources), Bell Potter Securities

Bell Potter

External broker reports(aggregated public sources)

Bell Potter Securities

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to individuals, institutions and corporations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Almond prices on the tearIn recent weeks as the Californian harvests has commenced almond prices have been rallying, as the 3.0bnlb USDA forecast may be considered optimistic.</li><li>Key points:Almond prices: USD almond prices have rallied ~26% from the bottom, with the Stratmarkets Almond index now at ~US$3.11/lb and at a higher level than that just prior to the Jul’25 Objective estimate.</li><li>The move is on the back of mixed early harvest reports in California, calling into question the 3.0Bnlb USDA forec...</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Almond prices on the tearIn recent weeks as the Californian harvests has commenced almond prices have been rallying, as the 3.0bnlb USDA forecast may be considered optimistic.Key points:Almond prices: USD almond prices have rallied ~26% from the bottom, with the Stratmarkets Almond index now at ~US$3.11/lb and at a higher level than that just prior to the Jul’25 Objective estimate.The move is on the back of mixed early harvest reports in California, calling into question the 3.0Bnlb USDA forec...Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Select Harvests (SHV): Almond Prices Bounce Back

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/lynch-group-holdings-limited" target="_blank" data-smartkarma-citation="entities:36359:1" rel="noopener">Lynch Group Holdings (LGL AU)</a> IE considers <a href="https://www.smartkarma.com/entities/tpg-inc" target="_blank" data-smartkarma-citation="entities:35361:1" rel="noopener">TPG Inc (TPG US)</a>’s A$2.155 offer fair and reasonable as it is within its A$1.93 to A$2.27 valuation range.</li>
<li>The offer is conditional on shareholder approval. The vote remains low-risk as the majority of substantial shareholders are supportive.   </li>
<li>The offer is attractive compared to historical trading ranges. At the last close and for a 9 December payment, the gross/annualised spread is 0.7%/5.1%.</li>
</ul>


The Lynch Group Holdings (LGL AU) IE considers TPG Inc (TPG US)’s A$2.155 offer fair and reasonable as it is within its A$1.93 to A$2.27 valuation range.
The offer is conditional on shareholder approval. The vote remains low-risk as the majority of substantial shareholders are supportive.   
The offer is attractive compared to historical trading ranges. At the last close and for a 9 December payment, the gross/annualised spread is 0.7%/5.1%.


Lynch Group (LGL AU): Scheme Vote on 21 November

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

<ul><li>In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls</li></ul>

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NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Australia

Select Harvests Limited grows, processes, packages and distributes almonds from its almond orchards. The Company also packages and distributes edible nuts, dried fruits, seeds and natural health foods. Select Harvests also manufactures chemically based pelletized and grain based pesticide products including snail baits and rodenticides for the Australasian market.

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Select Harvests (SHV AU)

Select Harvests (SHV): Almond Prices Bounce Back

Almond prices on the tearIn recent weeks as the Californian harvests has commenced almond prices have been rallying, as the 3.0bnlb USDA forecast...

Bell Potter

Lynch Group (LGL AU): Scheme Vote on 21 November

The offer is attractive compared to historical trading ranges. At the last close and for a 9 December payment, the gross/annualised spread is 0.7%...

Arun George

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

FNArena

29Metals Ltd - Australian Broker Call Extra Edition - Jul 22, 2025

Extra Edition of the Broker Call Report

FNArena

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

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