ecoman12453

The Global Agricultural Boom: No Bubbles Here

Exactly...and there is not ceiling for fertilizer under current conditions

Yield per $1 fertilizer expenditure is over $3 in produce in most situations...but even if fertilizer triples in price it can still go higher because the AG commodities will go higher because there is a shortage and demand is the most inelastic for food

So if the underlying AG commodities were to double again..then the ceiling for fertilizers would double theoretically...so fertilizer would be able to go up 6 fold in this case.

Upgrade in Fertilizer Stocks Surpasses Rosey Expectations

Mark, this is traderbill from the Yahoo boards...where did you get a hold of the analyst report. If the numbers are legitimate then MOS and POT can have 100% more upside. I do agree this is a mult-year run for AG and this justifies the high multiples.