Would love to see MAK attract Chinese and Indian interest on the...

Would love to see MAK attract Chinese and Indian interest on the share registry like how IGDI did. To have a Chinese firm investing in Phosphate in Australia is another positive sign for fertiliser companies.

China, one of the world's largest suppliers of Phosphate is themselves looking to import. For example, China's Sinochem tripled their DAP imports from Morocco in 2011 from 150,000 to 500,000 tonnes a year. Again I am stressing the obvious. Just like rare earths, rice, iron ore, livestock etc, the population boom and rural urban shift in China will impact demand/supply and spur overseas takeovers/investment in Phosphate.

Is a chess game my friends. We investors can either play their moves a step at a time, or three steps ahead.

It is said, there is a trend for chemical companies to secure supplies of phosphates pushing prices up, as growing protein consumption in Asia and a surge in global prices is encouraging farmers to invest in fertiliser.

I am thinking, with food prices going up, and the demand for meat increasing reflected by price. Wouldn't there be a lag for fertiliser prices to catch up? Because, after all, a cow does not fatten in a day, and a box of corn flakes does not appear before us in a second. Plantations will need to increase in reflection to farmers desiring to capture increase food prices and demand.

I am bullish on MAK, and will continue to buy / trade on weakness.

LM

Reference:
http://globalpnetwork.net/news/2011-02-15/chinas-sinochem-boost-moroccan-fertilizer-buys