I briefly checked this one out and worry about the "coal-based products" that they sell. Coal has been on a tear and any company that uses it as an input could see their margins squeezed. Just look at how Wall St has punished P&G. They use a lot of oil byproduct in their packaging and this is why you see the stock down 9 points.

The million dollar question with SDTH will be if the prices for their fertilizer (output) is increasing faster than the price of coal (input). I don't have that answer since the fert they produce - calcium carbonate - is foreign to me in its application in the ag industry. I will toss out that I have heard fertilizer prices are consuming a much larger portion of the average farmers budget than it has historically. I do not know how much further it can run but anectodally it seems they are making the trade-off between new equipment or fertilizer.