Seekling Alpha ArticleI just read a phenomenal Seeking Alpha article on the agro-mineral opportunity in Brazil, and needless to say, I was very impressed!
https://seekingalpha.com/article/2820136-an-emerging-markets-opportunity-that-just-went-from-explorer-to-producer-dusolo-fertilizers-inc
The main focus of the article is MbAC competition, DuSolo Fertilizers (V.DSF), but they two companies are intricately linked (properties border on each other, and DuSolo operates MbAC's old DANF business).
It's a really good read!