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OMN at R110 is looking decent value if you're holding for the medium term. Fertilizer cycle is turning and…by @bayman_jse on $OMN

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Bayman@bayman_jse·Neutral

OMN at R110 is looking decent value if you're holding for the medium term. Fertilizer cycle is turning and their crop nutrition segment has solid margins when input costs stabilize. I put an order at R108 last week, didn't get filled but not crying about it either. Good day to top up if you believe the rand stays weak, makes exports sweeter for them.

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