This article on St**khead just came out:Barry FitzGerald:...

This article on St**khead just came out:

Barry FitzGerald: Fertiliser price spikes point to hunger games kick-off, and these 5 ASX stocks are primed to benefit

Now I don't know how the five are sorted, but Highfield is top of the list:

HIGHFIELD (ASX:HFR): Trading at $1.09 for a market cap of $397 million. Garimpeiro mentioned Highfield back on December 11 when it was 58c. Canaccord has a $1.56 price target on the stock as European food and nutrient security comes into sharp focus.

It has been a long road for the company to secure approvals/financing for its Muga project in northern Spain but the end is in sight, with a final investment decision likely mid-2022.

It is a low capital intensity muriate of potash project (MOP, potassium chloride for broadacre corps like wheat, corn and soy) capable of throwing off serious earnings at much lower long-term price expectations. Watch out if current prices get baked on.

Exciting times.

Figaro