A renewed buy view on TRC (1.80) Potash and Rails are the big story here.
After viewing to take good profits on TRC, earlier this year, I have expressed getting it back this week, post all XD, Xstockdividend and Xstocksplit, or at prices below 1.90 currently. This stock just dropped considerably more then the value of the shareholder sweeteners, the X"s). As outlined and tabulated in our member lounge. Realize, there are now some 3.5 Bill shares outstanding and the price doubled since the start of the eyar, so TRC is getting to be respected mid cap.
The company just now reported a solid 1 Q. '15, where EPS shows to have doubled with a nice 6 Bill backlog on hand. The interesting thing, and maybe others here have an opinion on, is TRC's 50 mill. Baht further increased investment in ASEAN POTASCH MINING COMPANY (APMC), as I hear Potash is a much sought after commodity to the Thai Agri industry. China is the world biggest user of this key component of fertilizer. Big plans are in place going forward of APMC, not least as SET listing.
Look at this recent mgt. interview on TRC:
And here:
