"James West: So for example I’m a shareholder in a phosphate company that’s going into production in Brazil very soon – DuSolo Fertilizers – is that the kind of thing where an investor could benefit by exposure to the fertilizer business in Brazil, where consumption is growing?
Jim Rogers: Yes, yes. That’s exactly what I’m talking about. Now I have no idea whether your company is competent, if they know what they’re doing or anything else. But if they do, and if they do have a good deposit, and they are low-cost producers, yes! They’ll do extremely well, there’s no question about that.
There are people who will tell you that some of the basic supplies for fertilizer are in decline, and so the world needs all the raw material they can get..."
at http://jimrogers1.blogspot.com.tr/2014/09/jim-rogers-world-needs-all-raw-material.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+blogspot/WOHK+(Jim+Rogers+Blog)
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