Yesterday, I sold ICL and bought TEVA. Today, ICL announced a large order from China, and the stock rose 5.78%, while TEVA +1.82. This was not a sudden decision; I had meditated for months on this move.
ICL Group Ltd. has announced this morning significant framework agreements to supply 2.5 million metric tons of potash to China from 2025 to 2027, with potential for an additional 960,000 metric tons.
I feel sick, and slept late.
P.S.: The day ended with the portfolio +1.1
Next morning: TEVA jumps 2%.
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