RWD and MAK. I agree on MAK but with an A$12mill market cap we have a fair 'dummy director discount' to work up from. Management is crap and I don't think they are on the ag boom page 100% yet. I'm working on that but mind you have been for 12 months ;).
I see superphosphate prices heading to A$500/t in the next two years (currently $300/t). Already seeing farmers switch from expensive DAP and MAP blends to cheaper superphosphate and that is in highly affluent Western Australian cropping country, particularly now sulphur prices are rocketing as well. They should be seeking JV partners out of the subcontinent as this commodity has a large freight component to consider and India is 90% dependent on imports for phosphate needs.
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