Agriculture

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts.

Capilano Honey has substantially increased market share and a bumper profit is forecast for FY15.

Select Harvests has put to bed a dilutive equity raising but brokers are optimistic about substantial production growth in the next few years.

Nufarm has turned around its cash flow and debt outlook for FY15, delighting brokers and fostering a number of upgrades.

Incitec Pivot guided to weaker fertiliser volumes in FY14 but brokers are relieved some of the past issues that dogged the company have been addressed.

Almond producer Select Harvests has acquired a land bank that should enable a doubling of planted acreage by 2018, and Moelis is enthusiastic.

Oz retailers and offshore sourcing; tweaking broker focus lists; Oz bank sector outlook remains robust; assessing El Nino impact.

Entering the second half of 2014 several commodity analysts have revamped price forecasts with the overall outlook modestly positive, except for coal.

Central banks buy gold; new bank accounting standard; Aussies still like travelling; Primary Health Care sets up IVF clinic; and tough times ahead for retailers.

Brokers downgrade earnings forecasts in the wake of Select Harvests’ update on its weather-impacted 2014 almond crop.