Even better is that it doesn't NEED STX to deliver the gas, as...

Even better is that it doesn't NEED STX to deliver the gas, as the will be able to get it from somewhere, but of course it's good for STX if they can supply the whole value chain.

I think it's a great story, almost completely ignored by the market as they just focus on STX being a gas explorer...that's had a few bumps on the road recently.

As one reasonably successful investor said "in the short-term the market is a voting machine. In the long-term a weighing machine"

If you like this story, it's pretty cheap right now, even ignoring the gas side of the biz. And if you like the gas biz odds, then it's cheap ignoring the fertilizer side of the biz. Kind of an each way bet.