thannagan

Fertilizer Stocks: Customer Over-ordering Amid Tight Supply?

What does "certain degree of vulnerability" mean? Are we having trouble finding something to actually say about the situation? Farmers are planting crops in their front yards and looking temptingly at adjacent golf courses and highway rest stops.

Chicken Little...er...Morgan Stanley is Worried about Fertilizer

If you are relatively sure that your product is going to be worth more next month (and the month after that, and so on) why wouldn't you 1) do whatever you could to find more to sell, and 2) why would you worry at all about having more on hand - for whatever reason? The stuff is going up in value by the day. And so is the NAV of the owner.