TSXV:AAA.P - Post by User
Post by
sdomaeon Jul 23, 2014 10:35pm
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Post# 22776162
3% growth in demand?
3% growth in demand?Who cares? ====
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Fertiman
another excellent conference
Gaggersez... Ocean... The conference was a success... I love this conference as you can wear golf shirts and be a little more casual... Received a market update and potash inventories continue to be right. Especially granular. .. Some producers are sold out until November!!! I wonder if we will see strengthening potash process due to the increased demand. Report said demand returned to 3% growth. (Ref Argus / FMB) On 50 mmt / year that's more than one Allana per year....
Question is well the growth continue to be strong in 2015... What do you think Sdome??
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What is essential is price and profit margins. Both continue to be squeezed even if demand is increasing at 3% as you say it is. Your experts were calling for higher and faster demand than this, weren't they Ferti boy? And what in the heck ever happened to Kelertas' $750 potash and why hasn't he come out with some new numbers in light of the current dynamics in the potash market? Weird, huh, Ferti? Weird.