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primary agriculture exposure

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Not applicable
Outside of Zeder, does anyone know of stocks that have exposure to the primary agriculture industry? In other words, stocks that own and sell mielies (for those that require the question phrased in simpler terms)
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3 REPLIES 3
Franksays
Frequent Contributor
Afgri - but more as a supplier to the industry eg feed, oils, proteins and equipment
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SimonPB
Valued Contributor
nobody selling mielies .. lots buy (PFG, TBS, etc) and lots support, OMN etc ..
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prancing_horse
Super Contributor
Afgri has the biggest exposure to farming in that they finance the farmers with production loans and have the largest storage facilities for maize.RBW,CBH and ARL as well as Afgri have a large exposure to the maize price as it is the primary energy source is the broiler industry.Not only is the ever increasing maize price going to put the above companies under pressure in this financial year, but the double whammy comes from the 60-70% increase in proteins in the last 8 months in the form of soya and sunflower oil cakes. Pioneer and Tiger's exposure is less with the former a little more due to their large milling and substantial animal feed facilities.
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