I think we should give STB the benefit of doubt.
At least it listens, and tunes in with market. Not like some unwise managements farmed out phosphate property cheaply right before price takeoff.
As predicted, copycats are out! But there is plenty of room for a few more fertilizer plays.
Just like uranium boom, IPL as ERA, MAK and RWD as PDN, and STB, GCR could be SMM, EME, AGS, RPT, NEL,.... Even at current price, they are still well in the money if you can purchase it at first and second wave of the uranium boom.
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