Barry Isaacs's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/104819/comments http://seekingalpha.com/article/156103-bumper-corn-crop-puts-more-pressure-on-potash-industry?source=feed#comment-632362 632362 Sun, 16 Aug 2009 19:01:56 -0400 http://seekingalpha.com/article/148456-potash-s-negative-price-implications?source=feed#comment-586801 586801 The timing of all this has to make one wonder. I am not even sure how real it is but assuming it is a 'reality' that must be taken into account, I remain doubtful that it will affect Canpotex or BPC pricing as far as negotiations with India, China and Brazil are concerned. Canpotex closed contract deals already with Korea, Taiwan and Japan at roughly $700 per ton and I will therefore be surprised if the price can be pushed much lower. Also, keep in mind that Silvinit has the lowest quality potash in the industry resulting in about 30% less yield than say a comparable amount of KCl coming out of Saskatchewan. I am a long term holder and am looking forward to at least the next 6 years during which time I believe investments like POT will vastly outperform the market.]]> Mon, 13 Jul 2009 22:58:24 -0400 The timing of all this has to make one wonder. I am not even sure how real it is but assuming it is a 'reality' that must be taken into account, I remain doubtful that it will affect Canpotex or BPC pricing as far as negotiations with India, China and Brazil are concerned. Canpotex closed contract deals already with Korea, Taiwan and Japan at roughly $700 per ton and I will therefore be surprised if the price can be pushed much lower. Also, keep in mind that Silvinit has the lowest quality potash in the industry resulting in about 30% less yield than say a comparable amount of KCl coming out of Saskatchewan. I am a long term holder and am looking forward to at least the next 6 years during which time I believe investments like POT will vastly outperform the market.]]> http://seekingalpha.com/article/126081-adding-to-my-short-position-in-potash?source=feed#comment-449149 449149 Thu, 02 Apr 2009 09:56:50 -0400 http://seekingalpha.com/article/98370-the-real-reasons-fertilizer-stocks-are-in-the-dirt?source=feed#comment-273608 273608
I am not saying 'buy,buy,buy' in this sick environment. Just that companies, say, like Mosaic, that now trade at less than 3 times earnings but are sitting on billions of cash and generating billions more with no end in sight given their current growth rate, are companies more likely than not to make their shareholders richer, not poorer, in years to come.]]> Sat, 04 Oct 2008 18:31:26 -0400
I am not saying 'buy,buy,buy' in this sick environment. Just that companies, say, like Mosaic, that now trade at less than 3 times earnings but are sitting on billions of cash and generating billions more with no end in sight given their current growth rate, are companies more likely than not to make their shareholders richer, not poorer, in years to come.]]> http://seekingalpha.com/article/98370-the-real-reasons-fertilizer-stocks-are-in-the-dirt?source=feed#comment-273201 273201 Fri, 03 Oct 2008 22:31:01 -0400 http://seekingalpha.com/article/97953-trying-to-defend-mosaic?source=feed#comment-270277 270277 Wed, 01 Oct 2008 08:15:49 -0400 http://seekingalpha.com/article/93423-potash-corp-poised-to-double-market-capitalization?source=feed#comment-243441 243441 Peter Lynch used to say that compounded annual earnings growth is the key to share appreciation. There is no reason to expect that POT, with its great earnings and revenue prospects, will prove an exception to Lynch's rule.]]> Mon, 01 Sep 2008 18:38:06 -0400 Peter Lynch used to say that compounded annual earnings growth is the key to share appreciation. There is no reason to expect that POT, with its great earnings and revenue prospects, will prove an exception to Lynch's rule.]]> http://seekingalpha.com/article/78408-penn-west-energy-trust-my-50-price-target?source=feed#comment-214123 214123
Because of its yield, some kind of floor exists for its share price so over say the next year or two, those, like me, who were imprudent enough to purchase PWE in the low 30's will likely recoup their losses and show some gains eventually. Too bad. This looked like a good idea at the time...]]> Fri, 25 Jul 2008 08:42:26 -0400
Because of its yield, some kind of floor exists for its share price so over say the next year or two, those, like me, who were imprudent enough to purchase PWE in the low 30's will likely recoup their losses and show some gains eventually. Too bad. This looked like a good idea at the time...]]> http://seekingalpha.com/article/86184-the-agriculture-boom-goes-bust?source=feed#comment-211573 211573 Tue, 22 Jul 2008 12:09:30 -0400 http://seekingalpha.com/article/85812-ubs-raises-potashcorp-and-agrium-s-price-targets-again?source=feed#comment-209956 209956
Canpotex Announces Higher Spot Market Pricing
Canpotex confirms that it has now concluded significant volumes for shipment to Asian spot markets in the fourth quarter at a price level of USD 1000 for standard grade material ($1025 for granular grade). As a result, Canpotex is advising it's customers that all new sales for shipment through the balance of 2008 will be priced at these new and higher levels. The new pricing will also apply to all new sales to customers in Brazil and Latin America.

These new and higher price levels are supported by continued strong offshore potash demand and by the historically low potash working inventories that have resulted from record demand this year. These factors have created an extremely tight supply situation for potash and this supply/demand scenario is expected to continue into 2009.

Perhaps JP would now like to revise and extend his remarks.]]> Sun, 20 Jul 2008 14:21:28 -0400
Canpotex Announces Higher Spot Market Pricing
Canpotex confirms that it has now concluded significant volumes for shipment to Asian spot markets in the fourth quarter at a price level of USD 1000 for standard grade material ($1025 for granular grade). As a result, Canpotex is advising it's customers that all new sales for shipment through the balance of 2008 will be priced at these new and higher levels. The new pricing will also apply to all new sales to customers in Brazil and Latin America.

These new and higher price levels are supported by continued strong offshore potash demand and by the historically low potash working inventories that have resulted from record demand this year. These factors have created an extremely tight supply situation for potash and this supply/demand scenario is expected to continue into 2009.

Perhaps JP would now like to revise and extend his remarks.]]> http://seekingalpha.com/article/80254-potash-setting-up-to-rally?source=feed#comment-179919 179919
Barry]]> Thu, 05 Jun 2008 17:18:16 -0400
Barry]]> http://seekingalpha.com/article/78408-penn-west-energy-trust-my-50-price-target?source=feed#comment-178555 178555 Perhaps the recent weakness in PWE's share price is a reflection, inter alia, of concerns regarding this even as oil prices have stiffened somewhat and gas prices have risen.]]> Tue, 03 Jun 2008 11:42:19 -0400 Perhaps the recent weakness in PWE's share price is a reflection, inter alia, of concerns regarding this even as oil prices have stiffened somewhat and gas prices have risen.]]> http://seekingalpha.com/article/78408-penn-west-energy-trust-my-50-price-target?source=feed#comment-172248 172248 Thu, 22 May 2008 20:21:51 -0400