Y/Cake picked the hell out of the agricultural crisis and for the most part, much earlier, was talking only to himself for many moons about global food shortages and resultant perihperal booming sectors, as he was when he was discussing uranium, long before most of you here would have heard about the metal.
Obviously, MAK has been re-rated due to growth in fertiliser prices etc and may well ebb and flow based on any global projections.
While I sometimes disagree with Y/Cakes theorising on a couple of issues, he was the one that took part in convincing me to buy SMM at 10c or thereabout after which I got onto the MTN IPO etc etc.
The macro picture is sometimes overlooked and the global outlook may be pivotal for MAK..
Don't like MAK at current prices though - no cash. It'll have to consolidate.
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