Comments on: Potash Pricing Increases Visibility

By: pinball sales

pinball sales — Fri, 11 Nov 2011 00:10:53 +0000

More people need to read this and understand this aspect of the story. I cant believe you’re not more popular.

By: power washing lancaster

power washing lancaster — Fri, 11 Nov 2011 00:09:42 +0000

Nice post. I learn one thing on different blogs everyday. It is going to always be stimulating to read content from other writers and observe just a little something from their blog.

By: G.Carson

G.Carson — Wed, 20 Jan 2010 22:13:13 +0000

So now we will have BHP going head on with Potash Corp. and Mosaic. Is this going to be cutthroat or table stakes. I find it odd that some of the other players in this game are not mentioned at the table.The commentators that wrote this up should really get a litle closer than New York to find out how the game is going to be played though.

By: slam stocks

slam stocks — Thu, 07 Jan 2010 16:53:26 +0000

MOS just missed today, still pushing bullish comments unlike MON & DE earlier. I would be very cautious, you cannot have a companies in the same sector warning, yet, the fertilizer industry being bullish.

Fertilizer prices will likely remain high, but extremely volatile for many years until the new BHP mine opens in 2022!!! (see Forbes excerpt below).

“BHP is likely to invest $3 billion in the mine, which could be generating 8 million tons of potash a year by 2022. Potash Corp. has annual capacity of more than 15 million tons and Mosaic roughly 10 million tons. Neivert believes BHP’s entry will shake up the potash market, potentially driving down prices that have already plunged 60% from their 2008 peak. “

By: slam stocks

slam stocks — Thu, 07 Jan 2010 16:53:05 +0000

Nice article on fertilizer companies, but MON the world’s largest seed and herbicide company badly missed earnings today. Farmers are cutting back on global production which is bound to hurt companies in the same business sector. Without buying seeds or herbicides, there is no need for fertilizers like POT.

Farmers are not planting as much especially in Brazil and Argentina for a variety of reasons, including decreased commodity prices. That’s not good news for other seed makers such as DuPont – DD, Dow Chemical – DOW and others in the agriculture industry such as Deere & Co. – DE (own), and fertilizer producers like PotashCorp and Agrium.

I would be a seller or watch for an industry pullback.

By: j_remington

j_remington — Thu, 07 Jan 2010 16:52:39 +0000

At $122 I am a seller of POT.

By: Mad Hedge Fund Trader

Mad Hedge Fund Trader — Thu, 07 Jan 2010 16:52:22 +0000

ydtr Commodities are my favorite asset class for the next decade, as investors increasingly catch on to the secular move out of paper assets into hard ones. Don’t buy anything that can be manufactured with a printing press. Focus instead on assets that are in short supply, are enjoying an exponential growth in demand, and take five years to bring new supply online. The Malthusian argument on population growth also applies to commodities; hyperbolic demand inevitably overwhelms linear supply growth. Ultimately this is a demographic play that cashes in on rising standards of living in the biggest and highest growth emerging markets. The food commodities are probably among the cheapest resources around, with corn, wheat, and soybeans coming off the back of bumper crops in 2009, and can be played through the futures or the ETF’s (MOO) and (DBA). POT fits the bill nicely here.