Datal, where is the flow with SO4 and AMN. It's negligible.
Yes APC and KLL flow has picked up.
But it follows recent announcements/presentations and broker reports. And if you go through the in-house promotional powerpoints, they are misleading. That is what I and others had an issue with.
While promotion by RWD has been zero to date, don't kid yourself. For what they have lacked on promotional ability, their knowledge bank on potash is unsurpassed.
RWD Peer Analysis, page-136
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