Brett14 - thanks for such a detailed post. My take is that NMDC is far more important to the sp of MAK, than ST and medium term fertilizer prices.
Problem, for non-investors like myself, is that waiting for the NMDC outcome probably means missing out on initial substantial sp gains, for project derisking.
Mmmmm....guess I'll just have to bit the bullet.
grains up & mos, pot & agu up, page-6
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