Top member reports
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Business Model/Strategy
This is not a high-quality company but this blog write up makes a good case for it - (1) Select Harvests (SHV:ASX) - Tenva Capital
There has been a string of bad news which has hit the company.
It just needs a few things to turn around. US tariffs look to be working for it with issues in California in terms of future production of almonds.
Significant downside protected by assets. Still debt but less after a capital raising.
Upside if the above comes to fruition but may take a few years to show.
Bell Potter forecasts below:
