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Aussie farmers need more than rain, so RLF harvests hope with root-deep tech

Aussie farmers need more than rain, so RLF harvests hope with root-deep tech

Herald Sun5 days ago
Wheat crop under pressure as dry soils persist
RLF AgTech steps in with tech to boost roots and resilience
New trial shows better soil, stronger crops, and lower emissions
It's supposed to be winter planting season.
But in parts of Victoria and South Australia, the soil's so dry it crumbles like stale cake.
In Western Australia, a few inches of rain have painted the paddocks green, but scratch beneath the surface, and you'll find the same old story.
Shallow roots, bone-dry subsoil, and farmers praying the next cold front doesn't pass them by.
The official forecasts from ABARES expect this year's national wheat crop to drop by at least 10%, down to 30.6 million tonnes.
This is a figure that, while above the 10-year average, is well below last season's bounty. Some analysts reckon the number could fall as low as 28 million tonnes.
And that's not just bad luck. It's the culmination of years of soil stress, input fatigue, and farming systems pushed to the brink.
The knock-on effects could stretch far beyond the farm gate. China, Indonesia, and other major buyers are watching closely.
Global grain stocks are already under pressure, and any shortfall from Australia – the world's fourth-largest exporter – adds heat to a market already twitchy from Black Sea instability. From dry dirt to living soil
But this isn't just a weather story, it's a soil story.
And it's forcing the industry to confront an uncomfortable reality: Australia can't keep playing roulette with rain.
That's where companies like RLF AgTech (ASX:RLF) are quietly changing the story, from the ground up, literally.
At a glance, RLF might look like just another fertiliser company. But that's missing the point.
Its core innovation, Plant Proton Delivery Technology (PPD Tech), works at a cellular level to build bigger, stronger root systems and rejuvenate the very soil those crops depend on.
In a season like this, where rain offers only temporary relief, RLF's tech could create resilience from within.
By priming seeds and delivering nutrients directly through the leaf or soil, it helps crops pull more from what little moisture and nutrients are there, while also laying down the organic carbon that makes next year's soil just a bit stronger than the last.
It's not a silver bullet.
But it's a step toward breaking the cycle of nutrient-hungry farming that's left roughly a third of the world's soils degraded. Boosting yields, building better food
Stronger roots mean better uptake of micronutrients like zinc, manganese, and boron. That's critical, not just for healthier crops but for more nutritious food on the table.
RLF's idea is simple: feed the plant the way it was meant to be fed.
The execution, though, is high-tech.
It blends agronomy, chemistry and sustainability in a way that helps plants thrive without depending so much on synthetic inputs.
And it's not the only company chasing that future.
ClearVue Technologies (ASX:CPV)'s ag-tech arm, OptiCrop, has just scored its first commercial sale in Israel for a root-zone cooling system that keeps plant temps in the 'Goldilocks zone'.
It works like air-conditioning for crops, and when paired with ClearVue's solar glass, the whole system runs off-grid.
Another company, Ridley Corporation (ASX:RIC), has just snapped up the old Incitec Pivot Fertilisers distribution network for $300 million, giving it a near stranglehold on east coast supply. Stronger soil, lower emissions
Meanwhile, growers are under pressure to reduce emissions and improve soil carbon. RLF is giving them tools to do both.
And that's becoming a big deal, not just in ESG reports but on real farms.
Take its recent Hillston Soil Carbon Project in NSW - a real-world test bed that's part of the federal Australian Carbon Credit Unit (ACCU) Scheme.
After just one season using RLF's Accumulating Carbon in Soil System (ACSS), soil organic carbon in some zones jumped by up to 5%.
Greenhouse gas emissions fell by 29% across the project area, and synthetic fertiliser use dropped dramatically.
Instead of pounding the paddock with urea and monoammonium phosphate, the trial used RLF's PPD-based inputs to do more with less.
'The 29% reduction in greenhouse gas emissions is a significant achievement – and once the transition to RLF's system is complete, even greater emission reductions are expected', said Carbon West's Jennifer West.
In a tightening margin environment, the ability to pull more value from each hectare is becoming a competitive edge, not a bonus.
'We've got the chance to make a genuine difference to global food security, soil health and meaningful carbon sequestration,' said RLF's acting managing director, Gavin Ball.
'All this, without making things any harder for our farmers.'
At Stockhead we tell it like it is. While RLF AgTech and ClearVue Technologies are Stockhead advertisers, they did not sponsor this article.
This story does not constitute financial product advice. You should consider obtaining independent advice before making any financial decision.
Originally published as Aussie farmers need more than rain, so RLF harvests hope with root-deep tech
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Bull market sends mining summit back to golden age
Bull market sends mining summit back to golden age

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Bull market sends mining summit back to golden age

Goldminers have long hogged the limelight at the Diggers and Dealers mining forum. The annual conference in the remote mining town of Kalgoorlie, in the Western Australian Goldfields region, is the glittering highlight of the resources industry's events calendar. Up-and-coming miners prize their shot to flaunt their wares to investors, while the majors covet the chance to snag an award at the glitzy gala dinner. In recent years, goldminers have been supplanted at the top of the roster by the battery minerals crowd, buoyed by the burgeoning demand for ores like lithium and nickel essential to the manufacturing of electric vehicles. But a record run has sent the price of bullion soaring and investors flocking back to the precious metal. Amid an upswing in mergers and acquisitions activity among goldminers, the largest has been Northern Star's $5 billion takeover of De Grey Mining. Northern Star's Super Pit dominates the Kalgoorlie landscape. The ASX giant's largest asset is a popular tourist destination, with thousands of visitors drawn to the pit's public lookout each year to watch colossal mining trucks wind their way up the serpentine access track or see scheduled blasts shake the sheer rock walls below. But the De Grey deal handed Northern Star a project that could dwarf the 130-year-old deposit, which has been plagued by productivity and cost headwinds in the past year. The newly-acquired Hemi deposit, in the iron-ore dominated Pilbara region, contains an estimated 11 million ounces of gold. That would fetch more than $55 billion at current prices. The project, which is still seeking regulatory approval, has a slightly lower grade than the Super Pit at 1.3 grams per tonne. But given the ravenous appetite for gold, even much lower grade deposits will attract interest at the Diggers conference. Forum chair Jim Walker says the mood in the industry is upbeat. "Gold's still going very, very well, lithium is coming back up again," he told AAP. "So it's going to be a very positive conference from that point of view." Lithium miners have been buoyed after a recovery in spodumene prices, after a global rout carved more than 90 per cent off the price of the mineral. Prices have climbed 50 per cent since they bottomed out in June, with the stronger-than-expected uptake of electric vehicles now driving speculation lithium production will fall short of soaring demand. But share prices for former market darlings IGO, Pilbara Minerals and Liontown Resources still languish well below the heights of two years ago. While gold presenters now outweigh lithium at the conference, battery minerals producers will still make their presence felt. Now in its 34th year, the forum is just as important to the Kalgoorlie economy as it is for micro-cap explorers looking to get their first project up. More than 3000 people will flock to the town, swelling its population more than 10 per cent. At Wednesday's gala night more than 1300 attendees will be catered for and a plane-load of staff flown in to serve them, given the limited staff and facilities in Kalgoorlie. Marquees will be erected to house 154 exhibitors, while 65 presenters will hold court over three days. It's no challenge for forum director Suzanne Christie, who has been organising the tricky logistics of the event from day one, Mr Walker said. Goldminers have long hogged the limelight at the Diggers and Dealers mining forum. The annual conference in the remote mining town of Kalgoorlie, in the Western Australian Goldfields region, is the glittering highlight of the resources industry's events calendar. Up-and-coming miners prize their shot to flaunt their wares to investors, while the majors covet the chance to snag an award at the glitzy gala dinner. In recent years, goldminers have been supplanted at the top of the roster by the battery minerals crowd, buoyed by the burgeoning demand for ores like lithium and nickel essential to the manufacturing of electric vehicles. But a record run has sent the price of bullion soaring and investors flocking back to the precious metal. Amid an upswing in mergers and acquisitions activity among goldminers, the largest has been Northern Star's $5 billion takeover of De Grey Mining. Northern Star's Super Pit dominates the Kalgoorlie landscape. The ASX giant's largest asset is a popular tourist destination, with thousands of visitors drawn to the pit's public lookout each year to watch colossal mining trucks wind their way up the serpentine access track or see scheduled blasts shake the sheer rock walls below. But the De Grey deal handed Northern Star a project that could dwarf the 130-year-old deposit, which has been plagued by productivity and cost headwinds in the past year. The newly-acquired Hemi deposit, in the iron-ore dominated Pilbara region, contains an estimated 11 million ounces of gold. That would fetch more than $55 billion at current prices. The project, which is still seeking regulatory approval, has a slightly lower grade than the Super Pit at 1.3 grams per tonne. But given the ravenous appetite for gold, even much lower grade deposits will attract interest at the Diggers conference. Forum chair Jim Walker says the mood in the industry is upbeat. "Gold's still going very, very well, lithium is coming back up again," he told AAP. "So it's going to be a very positive conference from that point of view." Lithium miners have been buoyed after a recovery in spodumene prices, after a global rout carved more than 90 per cent off the price of the mineral. Prices have climbed 50 per cent since they bottomed out in June, with the stronger-than-expected uptake of electric vehicles now driving speculation lithium production will fall short of soaring demand. But share prices for former market darlings IGO, Pilbara Minerals and Liontown Resources still languish well below the heights of two years ago. While gold presenters now outweigh lithium at the conference, battery minerals producers will still make their presence felt. Now in its 34th year, the forum is just as important to the Kalgoorlie economy as it is for micro-cap explorers looking to get their first project up. More than 3000 people will flock to the town, swelling its population more than 10 per cent. At Wednesday's gala night more than 1300 attendees will be catered for and a plane-load of staff flown in to serve them, given the limited staff and facilities in Kalgoorlie. Marquees will be erected to house 154 exhibitors, while 65 presenters will hold court over three days. It's no challenge for forum director Suzanne Christie, who has been organising the tricky logistics of the event from day one, Mr Walker said. Goldminers have long hogged the limelight at the Diggers and Dealers mining forum. The annual conference in the remote mining town of Kalgoorlie, in the Western Australian Goldfields region, is the glittering highlight of the resources industry's events calendar. Up-and-coming miners prize their shot to flaunt their wares to investors, while the majors covet the chance to snag an award at the glitzy gala dinner. In recent years, goldminers have been supplanted at the top of the roster by the battery minerals crowd, buoyed by the burgeoning demand for ores like lithium and nickel essential to the manufacturing of electric vehicles. But a record run has sent the price of bullion soaring and investors flocking back to the precious metal. Amid an upswing in mergers and acquisitions activity among goldminers, the largest has been Northern Star's $5 billion takeover of De Grey Mining. Northern Star's Super Pit dominates the Kalgoorlie landscape. The ASX giant's largest asset is a popular tourist destination, with thousands of visitors drawn to the pit's public lookout each year to watch colossal mining trucks wind their way up the serpentine access track or see scheduled blasts shake the sheer rock walls below. But the De Grey deal handed Northern Star a project that could dwarf the 130-year-old deposit, which has been plagued by productivity and cost headwinds in the past year. The newly-acquired Hemi deposit, in the iron-ore dominated Pilbara region, contains an estimated 11 million ounces of gold. That would fetch more than $55 billion at current prices. The project, which is still seeking regulatory approval, has a slightly lower grade than the Super Pit at 1.3 grams per tonne. But given the ravenous appetite for gold, even much lower grade deposits will attract interest at the Diggers conference. Forum chair Jim Walker says the mood in the industry is upbeat. "Gold's still going very, very well, lithium is coming back up again," he told AAP. "So it's going to be a very positive conference from that point of view." Lithium miners have been buoyed after a recovery in spodumene prices, after a global rout carved more than 90 per cent off the price of the mineral. Prices have climbed 50 per cent since they bottomed out in June, with the stronger-than-expected uptake of electric vehicles now driving speculation lithium production will fall short of soaring demand. But share prices for former market darlings IGO, Pilbara Minerals and Liontown Resources still languish well below the heights of two years ago. While gold presenters now outweigh lithium at the conference, battery minerals producers will still make their presence felt. Now in its 34th year, the forum is just as important to the Kalgoorlie economy as it is for micro-cap explorers looking to get their first project up. More than 3000 people will flock to the town, swelling its population more than 10 per cent. At Wednesday's gala night more than 1300 attendees will be catered for and a plane-load of staff flown in to serve them, given the limited staff and facilities in Kalgoorlie. Marquees will be erected to house 154 exhibitors, while 65 presenters will hold court over three days. It's no challenge for forum director Suzanne Christie, who has been organising the tricky logistics of the event from day one, Mr Walker said. Goldminers have long hogged the limelight at the Diggers and Dealers mining forum. The annual conference in the remote mining town of Kalgoorlie, in the Western Australian Goldfields region, is the glittering highlight of the resources industry's events calendar. Up-and-coming miners prize their shot to flaunt their wares to investors, while the majors covet the chance to snag an award at the glitzy gala dinner. In recent years, goldminers have been supplanted at the top of the roster by the battery minerals crowd, buoyed by the burgeoning demand for ores like lithium and nickel essential to the manufacturing of electric vehicles. But a record run has sent the price of bullion soaring and investors flocking back to the precious metal. Amid an upswing in mergers and acquisitions activity among goldminers, the largest has been Northern Star's $5 billion takeover of De Grey Mining. Northern Star's Super Pit dominates the Kalgoorlie landscape. The ASX giant's largest asset is a popular tourist destination, with thousands of visitors drawn to the pit's public lookout each year to watch colossal mining trucks wind their way up the serpentine access track or see scheduled blasts shake the sheer rock walls below. But the De Grey deal handed Northern Star a project that could dwarf the 130-year-old deposit, which has been plagued by productivity and cost headwinds in the past year. The newly-acquired Hemi deposit, in the iron-ore dominated Pilbara region, contains an estimated 11 million ounces of gold. That would fetch more than $55 billion at current prices. The project, which is still seeking regulatory approval, has a slightly lower grade than the Super Pit at 1.3 grams per tonne. But given the ravenous appetite for gold, even much lower grade deposits will attract interest at the Diggers conference. Forum chair Jim Walker says the mood in the industry is upbeat. "Gold's still going very, very well, lithium is coming back up again," he told AAP. "So it's going to be a very positive conference from that point of view." Lithium miners have been buoyed after a recovery in spodumene prices, after a global rout carved more than 90 per cent off the price of the mineral. Prices have climbed 50 per cent since they bottomed out in June, with the stronger-than-expected uptake of electric vehicles now driving speculation lithium production will fall short of soaring demand. But share prices for former market darlings IGO, Pilbara Minerals and Liontown Resources still languish well below the heights of two years ago. While gold presenters now outweigh lithium at the conference, battery minerals producers will still make their presence felt. Now in its 34th year, the forum is just as important to the Kalgoorlie economy as it is for micro-cap explorers looking to get their first project up. More than 3000 people will flock to the town, swelling its population more than 10 per cent. At Wednesday's gala night more than 1300 attendees will be catered for and a plane-load of staff flown in to serve them, given the limited staff and facilities in Kalgoorlie. Marquees will be erected to house 154 exhibitors, while 65 presenters will hold court over three days. It's no challenge for forum director Suzanne Christie, who has been organising the tricky logistics of the event from day one, Mr Walker said.

Bull market sends mining summit back to golden age
Bull market sends mining summit back to golden age

Perth Now

time2 hours ago

  • Perth Now

Bull market sends mining summit back to golden age

Goldminers have long hogged the limelight at the Diggers and Dealers mining forum. The annual conference in the remote mining town of Kalgoorlie, in the Western Australian Goldfields region, is the glittering highlight of the resources industry's events calendar. Up-and-coming miners prize their shot to flaunt their wares to investors, while the majors covet the chance to snag an award at the glitzy gala dinner. In recent years, goldminers have been supplanted at the top of the roster by the battery minerals crowd, buoyed by the burgeoning demand for ores like lithium and nickel essential to the manufacturing of electric vehicles. But a record run has sent the price of bullion soaring and investors flocking back to the precious metal. Amid an upswing in mergers and acquisitions activity among goldminers, the largest has been Northern Star's $5 billion takeover of De Grey Mining. Northern Star's Super Pit dominates the Kalgoorlie landscape. The ASX giant's largest asset is a popular tourist destination, with thousands of visitors drawn to the pit's public lookout each year to watch colossal mining trucks wind their way up the serpentine access track or see scheduled blasts shake the sheer rock walls below. But the De Grey deal handed Northern Star a project that could dwarf the 130-year-old deposit, which has been plagued by productivity and cost headwinds in the past year. The newly-acquired Hemi deposit, in the iron-ore dominated Pilbara region, contains an estimated 11 million ounces of gold. That would fetch more than $55 billion at current prices. The project, which is still seeking regulatory approval, has a slightly lower grade than the Super Pit at 1.3 grams per tonne. But given the ravenous appetite for gold, even much lower grade deposits will attract interest at the Diggers conference. Forum chair Jim Walker says the mood in the industry is upbeat. "Gold's still going very, very well, lithium is coming back up again," he told AAP. "So it's going to be a very positive conference from that point of view." Lithium miners have been buoyed after a recovery in spodumene prices, after a global rout carved more than 90 per cent off the price of the mineral. Prices have climbed 50 per cent since they bottomed out in June, with the stronger-than-expected uptake of electric vehicles now driving speculation lithium production will fall short of soaring demand. But share prices for former market darlings IGO, Pilbara Minerals and Liontown Resources still languish well below the heights of two years ago. While gold presenters now outweigh lithium at the conference, battery minerals producers will still make their presence felt. Now in its 34th year, the forum is just as important to the Kalgoorlie economy as it is for micro-cap explorers looking to get their first project up. More than 3000 people will flock to the town, swelling its population more than 10 per cent. At Wednesday's gala night more than 1300 attendees will be catered for and a plane-load of staff flown in to serve them, given the limited staff and facilities in Kalgoorlie. Marquees will be erected to house 154 exhibitors, while 65 presenters will hold court over three days. It's no challenge for forum director Suzanne Christie, who has been organising the tricky logistics of the event from day one, Mr Walker said.

Criterion: With rates cut looking a sure bet, small-cap stocks are biggest winners
Criterion: With rates cut looking a sure bet, small-cap stocks are biggest winners

News.com.au

time10 hours ago

  • News.com.au

Criterion: With rates cut looking a sure bet, small-cap stocks are biggest winners

Small caps generally fare well when interest rates fall, because they tend to be exposed to cyclical domestic sectors Rates are heading south to prevent the economy from overheating, rather than avoiding recession Yarra Capital Management names four preferred ASX small-cap plays This week's benign inflation figures have fired expectations that the Reserve Bank will announce an interest rate cut on Tuesday week. It would be amazing if the central bank did a BACO – Bullock Again Chickens Out – and maintained a neutral stance for the second month in a row. Along with mortgage holders, small cap investors will cheer on what's expected to be a series of cuts over the next 18 months. That's because of a strong correlation between lower rates and the health of small caps. 'Smaller companies tend to be exposed to the more cyclical elements of the economy, so benefit from reduced rates which stimulate demand,' says Yarra Capital Management's small caps portfolio co-manager Michael Steele. Wilson Asset Management's Oscar Oberg refers to the 'inherent leverage' of small caps, in that they typically carry more debt. 'This means that even the slightest economic tailwind can fall to the bottom line quickly and drive earnings upgrades.' Lower rates also mean a lower Australian dollar, as foreign investors seek better returns elsewhere. Rates are falling for the 'right' reason Steele says investors should consider why rates are reducing. The current round is more about inflation slowing – and the economy not overheating – rather than the nation falling into recession. That's why investors applauded the jobs numbers showing an uptick in unemployment (not that the affected workers will be cracking out the bubbly). In contrast the rate reductions during the global financial crisis and the pandemic were more about avoiding disaster. Steele adds the rates benefit not just discretionary retailer, but other exposures including construction and real estate income trusts (REITs). Driving higher returns Steele cites Eagers Automotive (ASX:APE), the nation's biggest car dealership, as one of the biggest interest rate beneficiaries. 'Over the last two years, industry profitability has dramatically reduced with selling new cars,' he says. 'But we are now at the bottom of the cycle, with reduced industry inventory volumes.' Lower rates tend to have an instant knock-on effect on new car sales. That's a plus for Eagers, given its franchises include the fast-growing Chinese brand BYD. But about half of Eagers' gross profit comes from servicing, which creates durable annuity income. Steele adds that freehold property accounts for about one-quarter of Eagers' enterprise value. The REIT way to invest in property About half of the property fund manager Centuria Capital's (ASX:CNI) share price is underpinned by it stake in related entities including Centuria Office and Centuria Industrial. Centuria also co-invests in other unlisted property assets. 'About 75% of assets under management are in closed-end vehicles or listed entities where it has effective control,' Steele says. 'That means there's a low level of outflow risks.' Lower rates benefit the overall REIT sector, which is seeing improving asset valuations after years of decline. But Steele says funds management REITs reap extra benefit. "When cycle turns up, they will get upside from fund management fees and property development," he says. 'Those earnings streams are at zero currently.' Construction group's rare appeal Steele describes construction materials play MAAS Group Holdings (ASX:MGH) (pronounced Mars) as a 'really interesting business'. MAAS operates regional quarrying operations (such as asphalt and aggregates) and has civil construction/plant hire and residential property development arms. The company's land bank of 8000 residential plots supports its $1.5 billion market cap. These are in high-growth lots locales such as Dubbo, Orange, Bathurst and Rockhampton. 'MAAS has a diversified business across three markets and all of them are attractive at the moment,' Steele says. MAAS also is an ASX rarity, given buyers swooped on building material plays CSR, Adbri and Boral. Judo moves deftly in SME market Pure-play small business lender Judo Capital Holdings (ASX:JDO) has blipped on investor radars, given the Big Four banks' elevated valuations. By not aligning itself to the hotly competed home loan market, Judo generates superior net interest margins. Of course Judo doesn't have the inherent security of a mortgage, so its risk managers need to be on top of their game. To date, Judo's delinquencies have been low – and risks should only moderate as rates come down. Steele says investors price Judo at book value. "This is a very attractive valuation compared to the big banks which are trading at significant premiums.'

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