Socialism cannot compete!

Mosaic Misses Earnings and Brings Down the Sector

"I mean, do you think you can get it for a P/E of 3 next week?"

Heh. Actually...maybe! I mean, there's no longer any rationality in the market. Why not 3?

People Still Need to Eat: Fertilizer Stocks Oversold

Artistes: NO...price/ton has not yet dropped. The selling is as of yet based on fear and panic, and drops in crop prices...which have dropped, and are relevant...but in my opinion not likely to drop much further due to panic buying of food to "have an emergency supply" as well as lower crop yields due to storms.

I do believe potash/fertilizer companies are oversold, and I do not expect to see much of a drop-off in potash pricing (though we may see a small drop, then remain steady...).

Disclosure: long POT.

The Real Reasons Fertilizer Stocks Are In the Dirt

I was long POT and got longer a couple days ago. IMO, the drop was unwarranted. Sure, MOS missed by a bit...but they're *still* looking at tripling earnings over the previous fiscal year. The stock plummets 40%, even though potash pricing is still increasing? Thanks, but I'll hang in and take advantage of the panic selling. The real truth has nothing to do with the author's points, and everything to do with forced selling by the hedgies. Once folks stop panicking and capital flows back into the markets...the ags are going to spike.

Long POT.

What's in Store for the Fertilizer Industry?

Philman: "There are just too many people on the earth now. " What? Are you one of those radical (and very wrong, morally) people who actually believes that? If so...do us a favor....I mean, who gets to decide who are the "excess people"? That's just wrong. Getting back to the facts: our food production continues to outstrip population growth...by *far*. The issue is not our ability to produce for 8 billion...or even 18 billion people. We *waste* enough food each year in the U.S. to feed India. Not even including the ethanol mandate in that.

Buying Fertilizer Stocks In Lieu of Camel Futures

jeff a - was that a deliberate misspelling (Krudlow vs. Kudlow)? C'mon now...Larry has some valuable insight and I don't blame a guy for wondering how much lower the dollar can sink. We are at historic levels and it's pretty clear the Fed will not lower much more, if any.

As With Fertilizer Commodities, POT Bubbles

hook...rationality into the pricing?? translated == regulated price caps, as opposed to free markets? cuz what i'm seeing is the markets working for potash pricing right now. this is not a speculative bubble...it is driven by real demand during an ag boom. more hungry people can now afford more and higher quality foods. this is not a commodity like gold, potash is actually consumed...used up. there is a finite supply, and POT owns 75% of the ready-to-go capacity.

As With Fertilizer Commodities, POT Bubbles

To all who are posting about *possibility* of $1000/ton...you're late!! It has already happened! POT got contracts recently for over $1000/ton. Go read their conference call and recent news. Furthermore, this company has 75% of the market's future capacity and will be bringing it online. It takes 5-7 years for a competitor to get a new source of potash going and up to production volumes. Since there is *not* any foreseeable slowdown in demand for potash/fertilizer (this is *not* an ethanol play, but the result of world-wide demand for food!), POT is going gangbusters for at least a few more years! All aboard!

As With Fertilizer Commodities, POT Bubbles

I don't care how many times it has multiplied...that does not indicate whether the run is over! Contracts for potash recently went over $1000 per ton...a couple months ago it was $600/ton.