Potash and ELM

Today marks the end of a potash cartel, made up of 2 big potash organizations; one in Canada and the other in Belarus/Ukraine.  Hence the price of potash fell and share prices of potash miners also plunged.

http://www.mineweb.com/mineweb/content/en/mineweb-industrial-metals-minerals-old?oid=196787&sn=Detail

But the world needs potash and even more of it in time to come.  ELM used to be one of my star performers until commodity prices fell in the last 2 years.  The Chinese with cash are moving onto this kind of company where it is worth next to nothing but its discovery is worth billions.  Tentatively, there is already talk of a takeover but I hope investors know what is long term value.