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Beagle
30-09-2020, 10:23 AM
Mrs B has asked if I can recommend some food companies on the ASX.
She has sold her farm and wants to invest in food, food production and distribution and its not really a field of my expertise so I thought I'd tap into the collective wisdom of the forum's members.

One of my wealthiest clients has Woolworths and I know Barramundi recently bought a stake in them so that's one idea but i'd like some more idea's and what you think of them please. Please don't bother suggesting A2M, Synlait or Fonterror as I already have a strong opinion on those 3.

peat
30-09-2020, 10:35 AM
just as a flippant comment Beagle, I've laughed (yes I can be nasty like that ) at farmers in Australia and told them they should move to NZ where the liquid gold falls from the skies and turns green every single year.
I own SEK on the NZX which has some Australian operations but as my comments above suggest their NZ operations do better.

Beagle
30-09-2020, 11:02 AM
Thanks mate, all suggests welcome and not just food companies on the ASX. Nice uptrend on DGL...might buy her a bottle of their wine and suggest some funds go there.

stoploss
30-09-2020, 11:05 AM
here you go should be most of them,
Pure Foods TasPFT.AX (http://pft.ax/)
Ricegrowers LtdSGLLV.AX (http://sgllv.ax/)
Elders LimitedELD.AX (http://eld.ax/)
a2 Milk CoA2M.AX (http://a2m.ax/)
FFI Hldgs LTDFFI.AX (http://ffi.ax/)
Lark DistillingLRK.AX (http://lrk.ax/)
Retail Food GrpRFG.AX (http://rfg.ax/)
Australian VintageAVG.AX (http://avg.ax/)
Beston Glb FoodBFC.AX (http://bfc.ax/)
Select HarvestsSHV.AX (http://shv.ax/)
Coca-Cola Amatil LTDCCL.AX (http://ccl.ax/)
Clean Seas TunaCSS.A
X (http://css.ax/)Redcape HotelRDC.A (http://rdc.ax/)X
Angel SeafoodAS1.AX (http://as1.ax/)
Bega Cheese LtdBGA.AX (http://bga.ax/)
Dawine LtdDW8.AX (http://dw8.ax/)
Tassal GrpTGR.AX (http://tgr.ax/)
Costa GroupCGC.AX (http://cgc.ax/)
Yowie GroupYOW.AX (http://yow.ax/)
Wide Open AgrWOA.AX (http://woa.ax/)
Eneco RefreshERG.AX (http://erg.ax/)
Graincorp LTDGNC.AX (http://gnc.ax/)
Synlait MilkSM1.AX (http://sm1.ax/)
Gage Roads BrewGRB.AX (http://grb.ax/)
United Malt GrpUMG.AX (http://umg.ax/)
Ridley Corp LtdRIC.AX (http://ric.ax/)
New Zealnd CstlNZS.AX (http://nzs.ax/)
Buderim Grp LtdBUG.AX (http://bug.ax/)
Keytone DairyKTD.AX (http://ktd.ax/)
Huon AquacultureHUO.AX (http://huo.ax/)
Treasury Wine Estates LtdTWE.AX (http://twe.ax/)
Farm Pride FoodsFRM.AX (http://frm.ax/)
HappyValley NutHVM.AX (http://hvm.ax/)
Murray Rvr OrgMRG.AX (http://mrg.ax/)
Forbidden FoodsFFF.AX (http://fff.ax/)
Food RevolutionFOD.AX (http://fod.ax/)
Broo LimitedBEE.AX (http://bee.ax/)

Beagle
30-09-2020, 11:23 AM
WOW, thanks mate. I'm thinking I might be best to send Mrs B along to a good female advisor at Craigs or Jarden. That way she can find someone she relates too and if it goes wrong I'm not the one that gets it in the neck.

Can anyone recommend anyone good at an Auckland office ? Please PM me, I am all ears and actually very keen to rid myself of the responsibility of any chance Mrs B blames me if things go wrong. (A grumpy female Beagle is a LOT worse than a grumpy male one lol)

cloggs
13-11-2020, 07:49 AM
There is also a global (ex AU) ETF on the ASX called FOOD which tracks the largest global agricultural companies.

Sideshow Bob
13-11-2020, 03:26 PM
https://www2.asx.com.au/markets/company/AAC

I see Synlait is on the list Beagle!! :lol: