1. our neighbor Kll broke above the resistance line and is continuing up today indicating the breakout is valid. (before CR, both so4 and kll went shoulder by shoulder) 2. so4's primed for production this week. 3. prices of fertilizers have rose for six months while fx flatlines, with US non-agricultural data dampening expectations for EQ wind-down on 16th this month. 4. Belarus has been banned from exporting sop to EUROPE, 20% of the imports in total. 5. Mosaic halts two mines in Canada over flood risk. 6. no obvious increase in short orders, or at risk of a squeeze. 7. commodities are suppressed this week but agricultural futures are firm. 8. the first to produce puts so4 at an edge over their peers in the domestic market with overseas conditions in favor of winning more offtakers, like NZ shifted its focus from belarus to other countries.
All we are lacking is a flow of good news from management to change sentiment and help this stock through the resistances ahead.
