Jeffrey: No, no premium fertilizer co. to my knowledge, but I'll defer to the people here who might really have an expertise or considered opinion. Comparable companies might be POT and TNH, perhaps AGU and TRA. Also in the industry, imo, are classy companies like Scotts (SMU), that homeowners know and LSCO that supplies to the golf (course) industry. My screen and opinion shows GRO to be the best buy now. (But, I've been wrong many times -g-)
Also I do not know if it is important to know if these fertilizer plants must (for economic reasons) be located near the farms they supply. If geographic location is important, this would tend to limit (perhaps) competition and give a heavier weighting (imo) to companies that are broadly dispersed.
My intent with GRO, as a value investor, is to buy the smelliest company I can find (-g---Sorry, I just couldn't resist -g-)- but yet I want it to be a co. that's got some reasonable chance to survive until the up cycle (assuming there will be an up cycle and believing the industry is in the down part now).
Paul |
