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jonreagan, you are wise to stick to AGU, MOS, and POT. Those three are the only public potash producers in North America. CF produces no potash and is primarily a chemcial fertilizer maker and distributor like TNH, BG, and many others.
Apr 14 22:18 pm
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All Comments by Andrew-Mickey »Mosaic, CF Industries: Fertilizer Stocks in a Bull Trend [View article]
The key difference is CANPOTEX. It's a monoply controlling the world's potash production as well as the capex involved in bringing a new potash mine on line compared to nitrate and phosphate mines. Be very careful in these ag plays, but the safest spot to be in in the three monopoly-protected potash producers.