RE:RE:Putin's Cut
okavongo wrote: Maybe one day you will understand Verde story (and stop to loose money with your shorts). It's not about Fibonacci or Putin. It's about a special potash (good for soil). It's also a growth story. Just have a look at the customers numbers before the war in Ukraine (which is a accelerator not more) :
probably wasting your time trying to counter argue or persuade a motivated short who's presumably done very limited dd on this company based on his uninformed posts. The stock could possibly pullback and shakeout some traders if we do finally get ceasefire news but based on this company's growth trajectory that pullback will be short lived as earnings and guidance are increased. There are just too many investors who are new to this story realizing the earnings potential even if margins were to normalize in a looser commodity market. But when geopolitical tensions in Belarus and Russia ease is anyones guess and even beyond those exogenous factors is the longer cycle food supply inventory rebuild that's needed and argues for much more planting and higher production yields, which supports higher input prices. This war was as much nato's creation as Putin (John Mearsheimer makes that painfully clear in his YouTube videos) so the question is what kind of stalemate emerges between these sides if indeed we get the hoped for news that an agreement can be made to immediately stop the senseless bloodshed. All imo