SHP 7.69% 1.2¢ south harz potash ltd

Hannam & Partners: SHP Research Analysis 2022, page-14

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    India’s Potash Demand Languishes as World Reels From High Prices

    https://www.bloomberg.com/news/articles/2022-09-28/india-s-potash-demand-languishes-as-world-reels-from-high-prices


    Comment: demand destruction during supply constraints really is worst case scenario for the sector in my books.

    Supply to come back online soon... followed by glut?

    The cyclical nature of commods is a killer
    https://hotcopper.com.au/data/attachments/4711/4711450-6df6735b7fcb84f140bafc7449cd76ba.jpg
    Last edited by FreedomInvestor: 28/09/22
 
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