i am not sure of any specifics. I don't know him well, was meeting him regarding other business matters but we started talking phosphate prices and he was quite clear in saying that they knew of significant quantities that would hit the market in 2-3 years out of the middle east. He was talking about the impact to their business - not about MAK. But he did say be a little careful around investing based on feasability at anythign near current prices.
All pretty fluffy i know...and I like the specifics from mak so at these prices I will probably still invest. I just thought someone else might know of what he was referring to. He is on the executive team so i would assume he knows the global market quite well.
phosphate supply, page-4
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AEV (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
1.3¢ |
Change
0.000(0.00%) |
Mkt cap ! $35.15M | |||
| Open | High | Low | Value | Volume |
| 1.3¢ | 1.3¢ | 1.2¢ | $10.10K | 780.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 3524280 | 1.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.3¢ | 1224503 | 3 |
View Market Depth
| Last trade - 13.41pm 04/09/2024 (20 minute delay) ? |
| AEV (ASX) Chart |