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Re: None

Tuesday, 08/26/2008 12:10:18 PM

Tuesday, August 26, 2008 12:10:18 PM

Post# of 2300
PHOS CC:
1. Still looking for uplisting, decision coming by the end of the year.
2. Earning was at the low end of guidance because one of the contracts was postponed to deliver in H2.
3. They observed a little softening of DAP recently, but believe Indian should import 400-600 thousand(?) ton later this year.
4. The costs are rising sharply. Sulfur up 175 to 625/ton recently. But they believe the sulfur run is peaking.
5. Cautiously optimistic for the rest of the year.

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