![](https://bellpotter.com.au/wp-content/uploads/2022/07/AdobeStock_328909230-600x345.png)
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28 June 2022
Bega Cheese Ltd (BGA): A fearful symmetry
We have reviewed commodity drivers, milk flows and farmgate pricing (FMP) for Bega Cheese, and have downgraded our rating from Buy to Hold.
![](https://bellpotter.com.au/wp-content/uploads/2022/06/AdobeStock_289028620-600x345.png)
24 June 2022
Mincor Resources NL (MCR): Producer status confirmed
On 23 June 2022 MCR announced that it had received its first payment from nickel concentrate sales for FY22 of 1,003t (vs 962 BPe).
![](https://bellpotter.com.au/wp-content/uploads/2022/06/AdobeStock_169508797-600x345.png)
20 June 2022
Costa Group Holdings (CGC): Green gold on a comeback
Our analysis of YTD wholesale, retail and export pricing for CGC suggests reasonable pricing outcomes across most categories, with our Buy rating remaining unchanged.