Hey Shabz. Don’t want to name too many single stocks but if you run a chatgpt query of largest ones outside Saudi Arabia, China, Israel and Australia you ll get a good idea !
It's part of my basket yes. Again, no financial advice.
But really I think it's worth keeping an eye on the sector and do the Due Diligence. As exemplified by dichotomy of performances they all have different strength.
But I like North Americans and Nordic due to potential of energy sources for manufacturing.
Very helpful, Fred -- been worried about the outsized risk of front-month contracts.
P.S. Awesome that you're also in Kevin's group. I like reading your comments.
Hi Ian, thanks for the nice comment !
Yes I am also putting more weight on differed contracts.
Which fertilisers do you own if you dont mind mentioning?
Hey Shabz. Don’t want to name too many single stocks but if you run a chatgpt query of largest ones outside Saudi Arabia, China, Israel and Australia you ll get a good idea !
Can I be cheeky and ask if $MOS is one of them haha - one I've just been looking into over the weekend
It's part of my basket yes. Again, no financial advice.
But really I think it's worth keeping an eye on the sector and do the Due Diligence. As exemplified by dichotomy of performances they all have different strength.
But I like North Americans and Nordic due to potential of energy sources for manufacturing.
I owe you one for the idea of switching to Brent before gap widened! Any idea why PBR.A getting killed today?
Pleasure Ian.
I saw that but not in front of computer so not sure.
I would not be too worried though it s still quite above its 20 EMA and in the uptrend.
It did not even correct the day the export taxes were announced.