Urbane Gorilla!

Agrochemical Sector a Bright Spot in Slowing Global Economy

Syngenta reported good numbers and MOS tanks 12% the same day.... Hmm

jegan ;-)

Disclosure : Long MOS, Short Patience.

People Still Need to Eat: Fertilizer Stocks Oversold

Marie Antoinette "Let them eat cake"
George Bush "Let them eat sh*t"
POTheads "Let them eat fertilizer" ?????

jegan ;-)

The Real Reasons Fertilizer Stocks Are In the Dirt

Just looking at the chart of POT indicates to me that it has not bottomed. I don't see any new support until the High $80s on the weekly chart. It would be nice to see a turnaround. Maybe the bailout that just got passed will inspire something. I've heard too many investors talk about selling the news to expect a major bump.There are too many fundamental issues that would conspire against a market rally right now. Credit issues, lack of growth.... The list goes on. Where is the upside support. The fact that POT has a low multiple, or that 'people have to eat' are anecdotal, but not helpful.

jegan ;-)

World's Breadbasket Creates Record Earnings for the Fertilizers

Natgas is down... Cheaper Amonia based products.... And just read in the paper today that the Govt has stated clearly that Ethanol for fuel trumps higher food prices and there will be no reduction of the Ethanol program..

Still... Hold off till these companies move past their weekly slow stochastic 20.... Still look like they're going down..

TNH owns 60% of TNA and carries a very high dividend as well.... There was a prior article though discussing the reduction of teh dividend...
jegan ;-)

Potash Heats Up: $1000 a Tonne?

"who" ... Even potash is taking a hit as it is commodity based. Also, this is options expiration week and there is a lot of profit taking to cover shorts. Lastly, I'd bet that many of the big-boys are moving their money to other venues (financials?) and probably to cash as this is probably a short bear rally.. All my opinion...

Thx jegan ;-)