Tibbs, must say I agree with your stratergy regarding RWD,MAK,STB. RWD and MAK are certainly more advanced than STB and deserve higher portfolio weighting.
But STB has certainly got some very interesting potash/and in particular very high grade phosphate ground to explore and are well worth holding to see how things develop.
What impressed me abut STB was how quickly they identified the agricultural trend and set about setting up a seperate Fertilizer Division of the company, with a couple of exciting prospects and several more already under review, expect more news shortly. They have certainly got the jump on some of the other specs in the sector. And will likely benefit on any positive news from Lake Disappointment.
I will continue to hold both RWD and STB and am looking to build another stake in MAK on any weakness.
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