GREY:MAAFF - Post by User
Comment by
pangloss81on Sep 04, 2009 10:15pm
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Post# 16280957
RE: Rumour: Potash to bid for K+S ?
RE: Rumour: Potash to bid for K+S ?sailor, your find is also interesting in the face of rumours regarding potash being taken out. Rumours are indeed only rumours, but if potash plays are possibly to be taken out at premiums in relation to current valuations, this is obviously good for us. For investors looking beyond the next MAA sp spike, the macro context matters. Especially given the lack of transparency from MAA, i think that the macro context is a worthwhile concern for us. It doesnt matter that MAA isnt a current producer, changes in the potash market affect us.