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Message: John Kaiser Lastest on Amz


Amazon is a scalable security of supply story with long term implications for Brazil's agricultural industry because there is a near infinite supply of glauconite controlled by Amazon; if the PEA shows a reasonable cost structure whose inputs promise long term price stability, one of the big fertilizer companies such as Vale which bought Bunge this year will buy out Amazon at a valuation which could deliver a $5-$10 price for Amazon, if not higher.

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