DBK would be all over that info.
DBK what are you sources saying??? Now remember dont tell us who those sources are. If you tell us, they will have to kill you and us, im not willing to die before i realise my profits on MAK thanks.
And i think Meerkats point is why isnt BHP and RIO getting into phosphate if it is to be profitable in the LONG TERM, obviously he thinks BHP And RIO see they Morroccans as holding the sway in the long term RP market. And BHP/RIO like to be the big boys in the resources that they are involved in, not take second fiddle to some Morrocan Co.
Having said that if BHP/RIO could get into a RP already producing company id say they would, without hesitation to take advantage of the high prices.
Having also said that, there isnt many of these around right now.
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