Replies to post #408 on Value Microcaps Food, Agriculture and Soft Commodi

[timhyma]

Thanks for the update Kipp

[cl001]

Thank you Kipp for the update. I remain cautious about the AG majors as we have seen huge sell off of good stocks for no reason. I resigned to the fact that even MCD down so much for no reason. The the AG majors, they are up 3-4 folds last year, the holders have a lot of gains to protect. I feel the shorts are ganging on them together and there are no uptick rule to protect the poor investors. They are probably looking for the next victim this weekend. There may be more down side, but will likely lead the rebound.
I was hit hard this week, especially by the big winners last year, like PBG. In the same time, last year's big dog TRGL did extremely well. That told you something. That's why I like CHE.UN a lot. Very stable, undiscovered with high dividend. Didn't appreciate last year though sulfuric acid 5 folded. I feel it has a lot less risks.

[earthfarm]

Phosphoric acid to benefit from this in the fertilizer sector. Would be handy to know how the major fertilizer manufactruers have gone about securing supplies of these acids if the information is available. Anyone caught short could have some big problems regardless of the market for fertilizers ...

Tackler you are excelling in your ferreting for information. Great work mate!