Ideas Lab update: Graincorp
Graincorp's demerger of its malting business, which supplies the craft brewing industry, has been delayed. The likely reason? The other divisions are struggling.
Ideas Lab: Malty goodness in Graincorp
Here's a way to ride the craft beer revolution. Long-term underperformer Graincorp is demerging its malt division, its best business (by far).
Trimming our coverage list
Our coverage list naturally grows and needs a trim every now and again. On this occasion, it's a bit like taking Status Quo to the barber.
Christmas trimmings: introducing the nifty 50/50 - part 3
In part three, Nathan Bell explains why many steel manufacturers, media companies and property groups have failed to make the cut.
Time to Whisky a Go Go from GrainCorp
Last year GrainCorp was a $450m company with a collection of dominant, attractive assets. Following the company’s latest proposed acquisition, shareholders will barely recognise their old business inside a $1.4bn ‘international agribusiness’.
GrainCorp exits: The Ideas Lab
The time has come to take profits on our first ever experiment in <i>The Ideas Lab</i>. We’re calling it a success.
The Ideas Lab: GrainCorp follow up
The structure of the upcoming share purchase plan isn’t ideal for us new, small shareholders. But it could still make for an intelligent speculation.
GrainCorp first into: The Ideas Lab
In this new, occasional section of the publication we’ll be discussing quirky and sometimes speculative situations with a value investor’s eye. It’s not everyone’s cup of tea but, if it’s yours, please enjoy.
GrainCorp fights the big dry
This rural group is facing threats from things it can't control but is sensibly preparing for better times by focusing on the things it can control.
GrainCorp worthy of your dough
A grain handling company may not be fashionable, but fickle fashion and sound investment are not related.
Down on the farm with GrainCorp
We take a trip out to the country to see if we can uncover some value at this grain-handling giant.
Graincorp goes too far
The company has performed better than expected, but now is no time to buy. HOLD FOR THE UPSIDE.
Call 1300 880 160
Start a chat
Schedule a call
