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Gold/Mining/Energy : Verde Agritech
NPK.TO 1.110+3.7%Jan 2 9:30 AM EST
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To: Mark Bartlett who wrote (6668)4/21/2011 10:46:47 AM
From: No Mo Mo3 Recommendations   of 16592
 
You'd think they'd have considered that in their tests. Hindsight is always better, but I'd have run concurrent tests with pellets of decreasing size and maybe two or three coarseness levels of powder -- the one variable being surface area of the product. Given that solubility and uptake were the big questions, covering a range of variables made clear sense. I'd like to know why they didn't do that.

All in all, we have performance equivalency. Viability, which never seemed to be in question is now demonstrated. The cost picture is still the same. The market potential has not changed. Brazil is not going to continue to pay for expensive imported potash.

We just had another great run leading up to a significant piece of news we were awaiting. The stock is going to take a rest. The Black Swan is right. Might want to have a stinker or two in.
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