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Old 15-07-2008, 03:03 AM   #99 (permalink)
bkkandrew
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^All agri sector companies have a large fertiliser cost, so it stands to reason that the higher the production cost of fertiliser, the lower the margin.

Rider: Have not investigated the activities of the two stocks to check whether they actually have fertiliser as one of their main costs; however, even if they didn't it would affect their customers in a similar way...
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