Outdoor fertilizer sales in China for 2012 are finished. This means that all companies in this industry can accurately project results. China has scarce arable land and the world’s largest population. Unlike jewelry, fertilizer is vital to China’s national security. Manipulators are effectively impeding consolidation. This prevents world-class competition thus incrementally contributing to politically destabilizing food-inflation.
Production planning for 2013 is already underway. Contracts with suppliers and distributors are now in the making. Further manipulation of the five stocks trading in the U.S. is intolerable. Continuing to do so amounts to High Treason against the Chinese people.
BBCZ, CAGC, CDBT, CGA and YONG are the stocks involved. (Disclosure: long BBCZ and CDBT)