cm,
There's not much left on the asx in the way of pure grain or commodity companies. Sugar, wheat etc - they've all been taken out.
Graincorp is obviously still around and there's that SuperSorghum thing that I wouldn't touch but other than that you're looking more at agribusiness stocks that have a direct link to grain, e.g. RuralCo Holdings (RHL) and Elders (ELD).
You may be just as good looking for an ETF that tracks the price of a certain grain contract, such as Chicago Futures. You could even create a hedge if you wanted to by going long/short the AUD.
I work off of fundamentals (world/dom balance sheets) and basis, when trading agri but there's also some good charters on here, such as John Risk.
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cm, There's not much left on the asx in the way of pure grain or...
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