tag:blogger.com,1999:blog-5975869446501122263.post8859938248802700432..comments2008-06-25T21:30:50.263-05:00market follyhttp://www.blogger.com/profile/07691612544809256786marketfolly@gmail.comBlogger2125tag:blogger.com,1999:blog-5975869446501122263.post-31640331005439064982008-06-25T21:30:00.000-05:002008-06-25T21:30:00.000-05:00cool thanks for the info.<BR/><BR/>figured there was a logical reason for them to be selling it off. makes sense, with CF and TRA trading at lower multiples then.<BR/><BR/>like i said in the post, the potash is what my thesis was based around since it takes forever to really get new mines built/cranking and so thats why POT was the first one i bought back in august. discovered MOS later. nitrogen and phosphates were just an added bonus.<BR/><BR/>i agree that it will benefit them in the long run, as potash is where the real story is. glad to see the ceo validates our thoughts.j. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-82210441234161601482008-06-25T15:36:00.000-05:002008-06-25T15:36:00.000-05:00Nitrogen is something China can replicate - its a chemical process that can be replicated once you get the plants up<BR/><BR/>potash is mined<BR/>phosphorous requires rock which is getting more expensive<BR/><BR/>this is a bright move<BR/><BR/>this is why the nitrogen makers (i.e. CF and TRA) trade at a discount<BR/><BR/>I consider this a great move by MOS in terms of long term strategy. I own CF because it trades at like 12x earnings for 100% growth but in 3 years I won't be owning a nitrogen maker because anything that can be replicated, China will overproduce.<BR/><BR/>Hope that helps.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.com