Sentiment is all very well and JDCP's IHP technology looks really good esp given known global phosphate resource types BUT there remains a worldwide glut of P rock and manufactured products (have a squiz at Fertcon's monthly analysis - you'll need to sign up). What we do have in our favour is increasing demand and known resource limits (peak supply - tho' maybe we should check with the oilies). In summary, near term prospects (2-3 yrs) for increasing phosphate prices are dim but in the long run rock and downstream product prices have plenty of upside. For me Avenira and Verdant are for the bottom drawer.
ps should declare an interest here: as a farmer I use large tonnages of P fertilizer so am enjoying the current prices
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