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Posted by
Two Blokes Jul 22 -
Filed in
Stock
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19 views
The Andersons is a value play with ethanol upside but is exposed to corn price volatility, making its margins sensitive to commodity cycles. ANDE's diversified segments—Trade, Renewables, and Nutrient & Industrial—benefit from agricultural volatility, energy demand, and supportive biofuel policies like the OBBBA. ANDE appears fairly valued or undervalued vs. peers, with multiple tailwinds from policy, energy markets, and its internal segment hedges supporting the investment thesis.
