Good article on weather impacts posted on Livewire.

https://www.livewiremarkets.com/wires/can-you-trust-the-weatherman

I noticed Elders got a mention although I think the beef prices has less to do with weather and more to do with shifts in overseas beef export markets looking for alternatives.

Interestingly the commentary around Nufarm is more neutral than I thought due to the fact it is more geographically diversified with operations globally and I have the same sentiments about the business - could explain why the CEO was so keen to buy at the lows.

Not sure about adding EVN and 29M - would thought that flooding may result in higher strip ratios or mineral dilution. But I don't know enough about underground mining and weather impact, need to do some research here.

Have to add travel and leisure stocks as well? Nevertheless gives a good idea of who will feel the benefit and impact of extreme weather.

And I wonder if we have seen the last of all this wet weather in the eastern states.