Well for better or for worse, I've built my holding back up again at 36.5c after selling some recently in the 60s and buying back via the SPP. I get the impression that the food production/fert situation is approaching a crucial point which will be upon us within the next 12-18 months, after which food and fert prices could well climb quickly again. There are increasing signs now that we've seen the bottom for food and fert prices but sentiment towards MAK is still shaky/skeptical. Perfect for taking a long term position.
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