I believe you are absolutely right. The Brazilian Minister of Agriculture just visited Canada to push for expansion and expedited logistic delivery of Canadian potash in hopes of avoiding a critical outcome to next years soy crops. If ever there was a time for Aguia to attempt to leverage Federal support and expedited development coupled with additional low cost capital or subsidies it would be now. Knowing Fernando as I do he is on this. The Brazilian management has 30 years of experience working in the country. They know all the players and the decision makers. I am certain there is a lot happening behind the scenes that we cannot be privy to yet. I have restarted my position after a frank and enjoyable call with Fernando last week and reviewing the great comments and analysis on this board. I am still very very pro - copper spin co ( I may have some convincing to do still) /
AGR Price at posting:
5.8¢ Sentiment: Buy Disclosure: Held
