Very fascinating how little effect in reality, the RUS/UKR events has had on the prices (so far). One could argue the long terms effects of this coupled with the EU energy crisis, has not been priced in, perhaps because no one knows how long the events will continue for.
One thing is for sure, fertiliser production was already in intense demand last year. No matter the stock you choose, so long as they are providing an alternate means of developing fertiliser to the market, hard to lose.
imo, banks/govs will look to fast tracking finance for these companies in the next 6 months when the reality of this situation becomes less speculative and more of a reality.
gl
KP2 Price at posting:
2.6¢ Sentiment: Buy Disclosure: Held
