RE:The Stories Are RealTwee, the trading action today was amazing, as you said. If indeed there was a Mr. Anonymous who dumped a half million shares, he found ready buyers; an encouraging sign.
Things were already looking better before Putin invaded Ukraine. But now that the war is on, possibly for years, at the risk of being accused of being a war profiteer, I'll have to say that phosphate in general, and Arianne specifically, is looking much better. Fertilizer and phosphate exports from Russia will sharply decline due to sanctions; fertilizer and phosphate from Ukraine will decline -- or vanish -- due to the war; and grain exports from both countries will decline for similar reasons. Countries other than Russia and Ukraine will naturally try to grow more grain to make up for the shortfall, pressing marginal land, which requires more fertilizer, into service.
And then, there's the long-term trend outside of the war: the developing world, with some exceptions, is becoming more prosperous. They're eating more meat. Meat production requires much more grain than is needed for direct grain consumption (so my vegan niece often tells me). Ergo, more phosphate is needed.
Arianne, it seems to me, is well positioned to commence operations soon. But I have long felt that it's more likely that one of the big fertilizer companies will "make us an offer we can't refuse." Either way, we win.
Good luck to all.