No mention of AEV in the clip below however some salient points:
- the need for a "catch up in pricing"
- investors should be "looking further down the curve"
- the catch up will "encourage a whole lot of juniors".
- "40% of the market went offline" with "russia and belarus not being able to interact with the rest of the world".
- "Suddenly all these projects that no one understood" means that investors will be doing more of a "deep dive" into these opportunities
(14) How fertiliser stocks can grow returns for your portfolio - YouTube
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