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

Bell Potter

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.

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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>Capital raising and driversWe update our forecasts for CBO’s recent capital raising, investment in US orchards and movements in input costs.</li><li>US orchard development: CBO recently announced a $183m capital raising to fund the development of a further 1,600Ha of orchards in the US.</li><li>In aggregate, CBO is targeting the planting of 2,580Ha over FY26-28e, lifting company oil production from ~0.5mL to ~9ml at maturity (c2035).</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>

Capital raising and driversWe update our forecasts for CBO’s recent capital raising, investment in US orchards and movements in input costs.US orchard development: CBO recently announced a $183m capital raising to fund the development of a further 1,600Ha of orchards in the US.In aggregate, CBO is targeting the planting of 2,580Ha over FY26-28e, lifting company oil production from ~0.5mL to ~9ml at maturity (c2035).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.

Cobram Estate Olives (CBO): Revisiting Drivers