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Message: Re: Klaus/agro plays

Mar 24, 2010 07:05AM

AAA has a nice chart, for sure. Ethiopia certainly has potential to be a problem, but it just seems like a great place for a potash project. I'm actually looking for an entry point for that one. Because of the potential for a political / country problem and the seasonality for fertilizer doesn't start until June, I'm comfortable just lying in wait. Any sudden drop because of a political problem would be a buying opportunity, methinks.


Mar 24, 2010 08:11PM

Mar 24, 2010 08:56PM
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