TH
Thuli N.@thuli_dd·Bullish
been digging through the latest MD&A and the fertilizer cycle still looks strong for OMN, especially with global crop prices holding up and local rand weakness actually helping export margins. the balance sheet cleaned up nicely after they paid down debt, so they're not overleveraged heading into what could be a tighter supply year. at R110.47 you're not paying a stupid premium compared to the global peers, and the crop nutrition segment is actually printing decent returns on capital now. long term if agricultural commodity prices stay reasonable the group should keep compounding through the c