Rural Funds Group

ASX:RFF

Rural Funds Group

ASX:RFF
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$1.965 (-0.3%)
Last close price
#78
Rank
5
Held by
10
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Reports (5) My Report Forum Investors
Forum Topics RFF RFF WHY IS THE PRICE DROPPING FOR

Pinned straw:
feteguru
Added 10 months ago

Does anyone know why Rural Funds Group is on a downward price move?
Strawman
Added 10 months ago

I have no special insights @feteguru, and don't follow RFF.

But this is a tough business to value -- it's exposed to one of the most competitive and volatile sectors you could imagine, and faces all kinds of external risks (tariffs, water rights, commodity price fluctuations, weather/climate etc). Assets held are highly illiquid and subject to external (and subjective) 3rd party valuations, and they carry a good deal of debt.

Not saying it's bad, or has deserved to fall. It's just in the too hard basket for me.

16
feteguru
Added 10 months ago

There have been a lot of shares traded recently, two to three times the usual daily number.

10
Mujo
Added 10 months ago

I don't know either and could be just a big owner getting out.

There is concern around tariffs on Australian agricultural goods - which would have an indirect impact on RFF i.e. almonds etc.

11
feteguru
Added 10 months ago

MFS Massachusetts Financial Services has been buying and selling for many months and is no longer over the 5% level.

One director bought a few months ago.

9
NewbieHK
Added 10 months ago

This would be surprising as the US has a significant trade surplus (~50%) with Australia. However, I am not going to pretend I can read the mind of the US president.

8