"Food is in limited supply, the demands will increase and the absolute need of farmers for fertilizers will increase. Hence, Phosphate prices will rise, this is inevitable. Just as inevitably, MAK will be profitable, this follows from the last statement. The only question is the time frame."
Just back from 2 weeks in the bush chasing Barra and would have been nice to return to news of some kind tho. THe RP shortage news form HR sounds interesting - so little info available it's a killer to predict the timing of this.
AEV Price at posting:
33.7¢ Sentiment: Buy Disclosure: Held
