Today we’re talking about stocks to play the squeeze in some of the commodities going around.
What we’ve seen is a lack of investment in new supply, combined with increasing and surging demand. It’s put a bit of a squeeze on some of the commodity prices. So we’re going to talk with a couple of commodity experts, Luke Smith from Ausbil and Tom Richardson from Paradice, to find out where the opportunities might be.
Let’s start with potash, a bit of a unique commodity from a fertiliser perspective. Not too many pure-player ways to play it. BHP’s got a big project. Buy, hold, or sell?: Yeah, it wouldn’t be the first commodity I’d think of when I talk about BHP. But they do have a major project that they’ve invested in. BHP, from our perspective, is a buy. It’s more a buy with what’s happening in the near term.
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