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IL | Brazilian Potash is a company I have been following for a while. They are building a mine in Brazil that will supply about 20% of the country's needs. The leadership has experience in the industry and they are making progress. Production to begin in about 4 years and have commitments to buy supplies Logistics are a big win as most potash is imported creating a competitive advantage. . Not a sure bet but I have invested. Worth a look. Ticker GRO. | |
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