the real deal, page-26

"If you knew someone who was brand new to the market, and they could afford only to back one stock, you could only recomend one stock, would you back one of the coat tail specs, or would you stay with certainty."

If they were buying as a LT investment 1 mak, 2 rwd, 3 Cii. Imo the other spec phosphate/potash plays will be nice to trade but buying them as a long term investment would be like gambling. Though I am bias as I have a pile of mak/mako, and wouldn't swap them for any other stock.
In the past I have never recommended stocks to people I know. Recently Mak and to a less extent Rwd I have been happy to recommend as there is imo so little downside risk in both of these stocks. Especially over the next 12 months.