AGree with the above posters.
It's still too cheap as a company that has exposure to both Phosphate and potash.
It will run on RWD's coat tails as well as it's phosphate, which has some healthy drills cred to cra.
It's all about proportioning risk.
Cheers.
I hold MAK, MAKO, STB, SMD, GCR, KRB, MLXO in ags.