GREY:PCCLF - Post by User
Post by
Galahad1066on Apr 11, 2010 4:26pm
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Post# 16979707
Keeping their tinder dry?
Keeping their tinder dry?I've been thinking that since we're not seeing any investments in "oil and gas" that maybe they're keeping their tinder dry so to speak. Maybe they'll be ready to act more quickly on building when the time is right with cash in hand. Timing is critical in the cyclical fertilizer markets. Remember also that 60 M or so is small change when construction may require around a B. What do you all think?