Yeah i share your sentiments unrewarded
Year to date performance among the potash names:
HFR -30%
PWN -14%
AMN +1.7%
SO4 +7%
RWD +34% (doesn't feel like it cos the only person that bought at the low as MR)
DNK +50%
APC +64%
KLL +77%
Interesting how the momentum has clearly fallen off HFR (MoP).
AMN and S04 have essentially gone nowhere this year.
APC and KLL have been the standout performers. KLL is not justified (for reasons discussed earlier) and APC has run ahead of scoping study off a low base.
So the outperformer has been DNK, RWD's closest peer.
If i took a longer time frame, I fear RWD's share performance would look like a flatline compared to its peers...
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