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Message: The breakup of the Potash Cartel by Uralkali

Look at most companies here in North America - the focus is mostly on quarterly earnings at the expense of longer-term fundamental profitiabilty of the company. The latest example of this is how US corporates have been borrowing massive amounts of cheap money to buy back their own stock.

Most shareholders are impatient and fickle. They come and go. Uralkali improved their long-term position. Whether that was the plan all along or they did it accidentally, who knows for certain. I think it was planned.

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