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"Right now I think its not so much a question of projecting a...

  1. 3,159 Posts.

    "Right now I think its not so much a question of projecting a higher demand for phosphate, but a higher demand from market participants to make money out of it."

    Perhaps... And that is truly key to speculative investing.

    But one cannot deny that prices are climbing for now - Substantial supplies will not make market within 18-months (Risk of this is minimal anyway).

    The demand for more farm produce in Asia is growing exponentially and is only just becoming a mainstream issue.

    I still think not having some exposure to this is more of a risk then the idea that prices may fall after 2-years.

    Forgive me, but I'm going to use the old cliché :)

    What are you buying now that you forecast will have decent returns within the next 36 months...? I'll look into it and buy some also.
 
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