Brett Girard, CPA, CA, CFA
Raven Industries
RAVN-Q
COMMENT
Aug 13, 2021
Has held it until 2015. There was an offer to purchase a month ago, and it has now gone through. Very positive on the technology for precision farming. This will now be rolled into CRH.
An ESG play. A small-cap in the agriculture space, a GPS that helps farmers increase harvests; devices that reduce waste when you extract resources from the ground; and helping to launch internet to Uganda and Kenya. (Analysts’ price target is $34.33)
(A Top Pick Jan 13/20, Down 41%) An industrial company selling into the oil and gas and agriculture sectors. At the end of the day, people will still need to eat. As a small cap company it has been more volatile. This adds some diversification when recovery comes.
Engineered film like tarps, plus the more exciting agriculture segment. Autonomous farm equipment. Small cap. They're big fans of this stock. Food scarcity is going to necessitate efficiencies.
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