David Barsan_

Ten Reasons Why I'm Waiting to Buy PotashCorp

#4 is exactly why it seems to me that people misunderstand POT and other fertilizer companies. Let's say that you're scenario plays out, and they do cap it at 9 billion gallons, and corn prices come down. Do you think those corn farmers who now aren't going to plant as much corn will now plant NOTHING? Not likely....they'll plant something else, and use fertilizer to maximize the yield.

The stock price may well come down, but I just keep seeing that same argument used about 'if commodity prices come down then POT will be worse off'....that doesn't have any impact except as a self-fulfilling prophecy because people actually believe it.