AEV 9.09% 1.0¢ avenira limited

re: phosphate plays, page-15

  1. 10,295 Posts.
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    re: phosphate plays I think Brumby is misquoting.

    The Fertecon notes I have from last Monday's conference call have directly:

    "From 2011/12 when new capacity comes onstream in Saudi Arabia, prices should ease – how far is difficult to say – but supply management could moderate the fall"

    Here's a diagram of their price forecast:


 
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