Investment Strategy

Acquisition of agri businesses at low multiples to ensure an attractive entry for capital.

 

Value creation through cost optimization, operating performance improvements, economies of scale and enhancement of the value chain.

 

Stabilization and enhancement of under-performing agri businesses and their respective business models.

 

Sale and leaseback of freehold land estates from currently owned and operated agri businesses which enable capital to be released and re-invested into often capital-constrained operations for improved efficiencies, de-gearing and growth.

 

Restructure of fully integrated agri businesses (livestock, seed crushing, biodiesel, etc) into creating pure-play grain and oil-seeds farming investment opportunities.

 

Acquisition of listed entities with deep discounts to NAV and take private to realize the full value potential of the underlying assets.

 

Strategic land assembly through the acquisition of medium-sized adjoining farms with fragmented operations and consolidating into a single asset and operational entity, releasing logistical, infrastructure and operational efficiencies.

 

Acquisition of high quality land estates which offer the opportunity for both capital appreciation and yield (income) growth through the application of modern farming methods, inputs, infrastructure (irrigation and storage) and equipment.

 

Constructive change-agents – act as respected corporate citizens in the agri business sector and refrain from hostile acquisitions.