fertiliser bubble

I think it is worthwhile to comment on the appreciation in price of such stocks as RWD and MAK.

I consider them to be in the early stages of a significant rerating.

Much like the early days in the uranium bubble. Those stocks who had been working away very early before it became a hot commodity eg PDN 5c to over $10 were the stays. The latecomers wallowed.

I think RWD especially is the stand out.
Innovative deal with native title holders- both ought to be now working to common goal- share price increase.
Ruane been involved with potash for ages.
No need for constant annoucements- those that follow stock let it move on its merit.
For how long it will move up, who knows.

This of course is biased as i own RWD, and would like others thoughts