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Re: Refill post# 5853

Wednesday, 02/05/2014 2:00:58 PM

Wednesday, February 05, 2014 2:00:58 PM

Post# of 7387
Thanks for the post Refill. He knows how to skirt the questions doesn't he? He could have told you the rock bottom price he would take to crank things up without disclousure issues I would think.

Interesting that he picked Mosaic for comparisons but perhaps it was more on general info on the stage of the market in general and how it affected a big player. From what I've read they typically get about 20% gross margins but the 3rd qtr filing showed only 14%. They can whether the storms better with volume as they produced 2.1M tons that qtr. even in a downturn.

Well, we can dream anyway but nice to know the market works pulling projects off line thereby affecting price with demand sooner rather than later.
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