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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (77319)	9/8/2025 7:39:42 AM
From: E_K_S	Read Replies (2) \| Respond to of 78476

Re: Adecoagro S.A. (AGRO) Been out of this Ag name but see they acquired a Urea producer (Fertilizer) BRIEF-Adecoagro To Acquire Best In Class Urea Producer Sept 8 (Reuters) - Adecoagro SA : * ADECOAGRO TO ACQUIRE BEST IN CLASS UREA PRODUCER * ADECOAGRO SA - PURCHASE PRICE FOR NUTRIEN'S SHARES EXPECTED AT $600 MILLION * ADECOAGRO SA - TO BUY NUTRIEN'S 50% STAKE IN PROFERTIL * ADECOAGRO SA - TO PARTNER WITH ACA FOR ACQUISITION --------------------------------------------------------- Been building a position in Advansix Inc (ASIX) which as a by product of their plastic manufacturing is a large producer of ammonium sulfate fertilizer. At 7.2x PE , low dept selling at 0.69x Book along w/ a 3% div continues to be a good value buy. Other Ag names I continue to Buy and/or own: FMC Corp (FMC) & Cvr Partners LP (UAN)