Forum Archive Index - March 2001

[Rob Gourdie <rob_gourdie@yahoo.com>]

> Dear sharechat,
>
> Given the foot & mouth epidemic gripping Europe at
the
> moment and the relatively healthy disposition of our
> agricultural export industry, not to mention a low
> dollar;  where do I find the NZ & Australian
companies
> that can capitalise on this?
>
> I am aware that there is a meat-quota enforced by
the
> EU, but circumstance may force the Europeans to
> increase this.  I do not believe there is currently
a
> wool quota, but I do know that there is potentially
a
> great opportunity here to rally a depressed wool
> industry.  Also, the international horse breeding
> industry may now have greater cause to turn to
> Australia & NZ with the clamp down in Europe.
>
> Overall I have struggleed to find any listed
companies
> (apart from Wrightsons?) who may be a vehicle for me
> to ride this current wave.  Can you please help me.
>
> Rob Gourdie
> London
>

NB:  Since I wrote this Ben has advised of the
following companies that may meet the criteria:
Affco
Reid Farmers
Richmond
Tasman Agriculture
Williams & Kettle
Wrightson

But are they worth the punt?

Thanks

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