mak may be too late, page-33

Firstly i have not held for months. That has been very well known.
Secondly - yes my calculations were based on better prices. That is pretyt obvious.
HOWEVER - what has changed recently - OCP has recently now announced plans to crush the phosphate market all together.
When the facts change I change my oppinion. Oppinions form my portfolio. My portfolio does not form my oppinion. The latter is very dangerous.
Instead of attacking me you should think about the impact OCP will have on MAK. Now MAK will have one good year tops in cashflow if it can deliver on all milestones.