IM has a pretty impressive record that's for sure and while there was a lot of heat in the Potash sector with STB and ELM firing early last year, I think the time is pretty good for it to start coming back into focus. No question that Potash/Phosphate is going to be massively valuable in years to come. I like the money in the bank and solid grades so far. TH think this has some good upside in the near term by the looks of it
the ian middlemas factor, page-24
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