At market cap of roughly $160 million and over 800,000 hectares under management, $CRESY is a gem holding in agricultural commodities. Ignoring its extensive other assets, many of which are publicly-quoted, this works out to a mere $200 per hectare...
Cattle land trades for around $3,000 per hectare in Argentina, and crop land can trade for closer to $15,000 per hectare. All of $CRESY — even ignoring extensive other assets — has a price of $200 per hectare...
The top equity positions in commodities — in the world — may well be Cresud $CRESY for agriculture and livestock, and Antero $AR for natural gas and NGLs...
Any thoughts on a similar, clearly undervalued precious metals mining equity?

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