cheers ash
i hope it pays off for you all,
i for one will be the first to get long again on the basis of fundamentals if it becomes evident i turned out to be wrong about rock phosphate.
i will note that if rock phosphate consumption can grow at 4% per annum then even the OCP increases wont be able to close the gap. thats a big IF for me though, IMO.
bounce coming, page-96
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