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  5. GSP: The Iran war has raised concerns about potash supply. [Gensource Potash Corporation]

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Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.
Asked by Donald on March 18, 2026
5i Research Answer:
We would be very cautious on the tiny, non-producers. They will not ge the benefit of...
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