TKG portfolios are now potash plays

Potash Corp has b een taking a beating ever since the Russia OPEC-like tri-cartel split up. There are more Urea exports from China too, bolstering ammonia usage, a potash competitor. But TKG likes India's demographics, easy to learn/build IT sector, recession resilience...the only wild-card against Potash is cheap fake meat (would be a great development for the world though). So TKG will make a massive play in Potash Corporation now. Buying 20000 shares for TKG Institutional Investor portfolio of TSE:POT @ 31.41 a share. And buying 200 shares of TSE:POT @ 31.41 a share for TKG minimum wage labourer portfolio. Really bad climate change that could harm China and India won't happen over this portfolio's time horizon. Now TKG portfolios are over 60% Potash Corp.

why wheat

Food stores are useful to have for a variety of shocks and emergencies.  Rice exhibits survival over a large temperature range.  Oats are edible raw.  Soy contains all essential Amino Acids.  Other crops probably grow on marginal land.  But it is wheat that is most storable under appropriate conditions:  cool, dry, protected from insects, vermin, fungi, etc.  Edible wheat has been recovered from the pyramids thousands of years old.  Wheat presently costs 2% of crop cost, to store in modern silos.  Mostly this is the cost of drying and refrigeration.
There are potential ways of decreasing this cost:  Novel polymer bags, new silos and storage bins, GMO varieties, the presence of permafrost suggests refrigeration costs can be lowered.  Other food crops might be engineered one day to bequeath the storability of wheat.  Most of the oil in wheat is in the wheat germ, which is not stored in silos.
Spelt wheat.  An uncommon variety, by virtue of its hard covering Spelt is particularly resilient.