Thanks Barry, while your comment was around JDC posting their presentation, there's a lot in this Mosaic presentation that points the way forward for AEV. The supply constraints they point to a global effects and presumably will continue the upward pressure on phosphate prices. Hopefully some of the malaise in the sector over the past 6-12 months may be behind us and conditions will turn more favourable?
Mosaic's call on Phosphate prices: The bottom is IN!, page-14
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