potash price is fundamental north- bhp buying

SP MUST HEAD NORTH ON FMJ TRH and others:

Impact on SP on FMJ and Transit holdings-TRH at anywhere from $464tonne - $750tonne will have significant impact on both stocks.

Thks. compelling report from UBS article in agrimoney.com on the TRH thread which makes fundamentals good on both stocks and all in sector. A number of other players should be watched on undervalued commodity pricing on models. BHP had a clear position and I would take for fact that BHP's$39 billion hostile bid for Canada?s Potash Corporation of Saskatchewan was no mistake. BHP'S offer was essentially a bet on demand for the commodity, which accounts for the bulk of the fertiliser giant?s value. I'll defer to a better strategic planning analysis and group than my intel.

Regards