In the AFR today:
http://www.copyright link/markets/a...long-and-short-ideas-for-2018-20180104-h0dl94
Extract:
Long-short manager Paragon – which shrewdly selected Magnis Resources as a short and Kidman Resources as a long last year – finished notably strong. John Deniz of Paragon is tipping small potash play Agrimin (AMN:ASX) for success. He describes its sulphate of potash (SOP) project in Western Australia as a world class, strategic asset.
"SOP is a premium and essential fertiliser for the fastest growing segment of the global food market, being fruits and vegetables," he says. "In the face of a strong demand outlook, we are seeing supply shutdowns at highly polluting secondary production facilities around the world."
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Ann: Mackay SOP Project Update, page-15
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