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Mike2112

02/05/14 12:04 PM

#5854 RE: Refill #5853

You are now our official question man since you get responses lol...

I would love to know during this "pause" if they are working on other things like progress on the bio-fertilizer front or any plans on marketing front once things resume

dtstx

02/05/14 2:00 PM

#5858 RE: Refill #5853

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.