Post by
goldwatch69 on Jul 22, 2020 5:44am
Kaiser thinks this will be a good year for NPK
Try this link. https://youtu.be/L5GxK8PS5Z0?t=1005 It starts off at the piece about Verde. John suggests that farmers will turn to Verde for their fertilizer given the possibility of a holdup in imports due to the pandemic. We just might see Verde sold out for the season in short order.
Comment by
goldwatch69 on Jul 22, 2020 12:17pm
This is not pumping. He makes a valid point that investors should think about. The Q1 sales show an improvement. We'll see what Q2 brings. Hopefully the next monthly has some insight. One thing is almost a certainty... holdups with imports. That's why I posted the link. Any shortage of imports can only help. Looks to me like NPK is about to have its day in the sun.