I don't own any MAK but have been planning to get in for a while based on a pretty exciting upside - current prices have me close to buying. But I was speaking to a senior exec of one of the large phosphate producers a few days ago and he told me to be very careful as they are aware of a huge supply of phosphate that will be coming on to the market out of the middle east in around 2 years time. They expect prices to drop significantly as they approach that period. Does anyone know anything else about this?
phosphate supply
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