SP Tulsian positive on fertiliser space

SP Tulsian of sptulsian.com is positive on the fertiliser space.

Tulsian told CNBC-TV18, "Positive view on the fertiliser space whether you talk of the complex fertiliser or whether you talk of the pure urea play. If I take the complex fertiliser because from 1 April, 2012 again we are going to see the price revision, which they have undertaken and with the new Nutrient Based Subsidy (NBS) pricing with no confusion now and the total clarity Coromandel International, GSFC and Tata Chemicals, three are looking quite good."
He further added, "In the pure urea space I like National Fertiliser, RCF and Chambal Fertiliser because the talks of decontrol or maybe the nutrient based pricing will all again come on surface for which maybe the meeting of the secretaries can happen and that can infuse the fresh interest into the stock."
"As regard Hindustan Oil Exploration, I am unable to accept the logic for the stock to move beyond a point because generally they have a larger presence into the gas production where the pricing has been capped and I don