john risk - wheat price direction?, page-68

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    With instability rising in what the world had hoped would be unbridled agricultural potential out of the FSU, you can't blame anyone for taking 'another' look at Australia's agricultural assets.

    Sure we unpredictable government at times but we are a long way from civil war and a currency crisis.

    Grain storage and handling is a smart way to play the agrifood boom. Buffet is in in North America.

    Wheat up strongly overnight becuase of the Russia Ukraine mess. Anticipate a full blown currency crisis with the hyrvnia, spiking interest rates and an inability of farmers to attract the finance need to get their crop across the line.
 
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