I have been holding FTZ now for quite a while and I was a bit...

I have been holding FTZ now for quite a while and I was a bit disappointed with the last quarterly and sold half of my holding. Over promise and under deliver I would call it, but the story is not dead yet. Through the Northern hemisphere winter I don't expect a lot of FTZ news, but we should maybe get an update about orders for Spring delivery in early 2019. Then we probably find out if the story has legs or not.

On @Ravgnome daily scan's I recently spotted a couple of tiny potash stocks which I started to buy.

DAV just released an inferred Potash resource update which does look very compelling.

https://hotcopper.com.au/threads/ann-muhlhausen-keula-inferred-potash-resource.4491017/

and on their website there is an interesting interview if your interested.

https://davenportresources.com.au/

The other one is KP2 which also trades on AIM and has quite a few followers on their message board. They expect an DFS soon and people are very excited. SP looks also very cheap compared to other potash companies.

HFR is another one which also popped up on Rav's daily scans. Have not taken any position on this stock yet. KP2 closed over 9p on AIM and should today trade between 15.5 and 16 cts. 

This slide below was copied from a recent DAV presentation.