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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (1605)	1/26/1998 8:36:00 PM
From: Mohan Marette	Respond to of 9980

Tomasso: I don't know I haven't followed them for a while.I had their investor information package last year,but for some reason never invested in them,don't recall why? I know the Asians are pretty big and cheap producers of fertilizer and therefore if a large percentage of the revenue for Terra is dervied from exports into these parts,it could present a problem.But if their market is primarily domestic then that is another story. I don't know much about the domestic fertilizer market here very well,ie competition,domestic production capacity,raw material price situations,market size etc. So one would have to do a lot of research to see what is going on.Perhaps someone here is more informed than I am and would say something.

To: Tommaso who wrote (1605)	1/27/1998 12:40:00 AM
From: LKO	Respond to of 9980

Can anyone present a case against TNH? It does see unlikely that people will cease eating, in which case food is needed, in which case fertilizer is needed. And fertlizer has new uses everyday...like blowing up large government buildings :-) Bad sick joke !....I know I know... but couldn't resist.

To: Tommaso who wrote (1605)	1/27/1998 3:52:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9980

Tommaso; <<Can anyone present a case against TNH?>> I can think of two possibles. 1) Make sure there isn't any lurking EPA actions or exposures. (A must with any Chem IMO) 2) The "Bull" has really gone to pasture. In which case we will soon have all the free fertilizer we will ever want. Best, Stitch