Alliance Grain Traders (OTCPK:AGXXF) (AGT.TO) has done alright since I last discussed the company, with the shares up about 15% over a period where the S&P 500 rose about half that amount and Archer Daniels Midland (ADM)
rose about 6%. In that time, Alliance Grain Traders has faced some
challenges related to rail logistics, but has also continued to make
progress on its food ingredient and retail strategies. While this
business is likely to remain a low-margin operation with meaningful
year-to-year volatility, the shares don't seem to reflect the potential
of the ingredients business.
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Alliance Grain Traders Still Pulsing With Opportunity
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