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gilead23

02/25/22 3:50 PM

#95382 RE: maxluke1 #95380

MOS yeah I bought just a few but not nearly enough

Woulda shoulda coulda
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maxluke1

03/02/22 1:00 PM

#95517 RE: maxluke1 #95380

YARIY/KPLUY - you have a read on the potential of these two bigger fertilizer producers?

Can't tell how much Russia exposure YARIY has, but it hasn't run at all. Have yet to do much research. Got stuck researching a bunch of small cap potash/phosphate turds first.

KPLUY would seem to really benefit from Russian/Belarussians getting knocked out of market, granted it's already