Whats your take on NAM yellowcake? I havent looked at them in a long time, but have some idea they are a cotton producer more so than QCH was. I get the feeling that the benefit from increasing cotton prices will be balanced out by water issues, reduced number of cottton growers leading to reductions in efficiencies etc.
Cheers in advance
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Whats your take on NAM yellowcake? I havent looked at them in a...
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