anopenmind's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/173675/comments http://seekingalpha.com/article/166677-agriculture-stocks-may-be-in-for-a-fertile-future?source=feed#comment-717349 717349 Fri, 16 Oct 2009 08:20:03 -0400 http://seekingalpha.com/article/156051-cramer-s-lightning-round-don-t-penalize-ups-for-being-conservative-8-13-09?source=feed#comment-629656 629656
I own both POT and CGA, even MOS and YGII. YGII makes nutrients that are added to stuff like potash to enhance yields. Another + for YGII is their distribution, which increased from 3,500 independently-owned retail stores earlier this year to 5,000.

China has 20% of world's population within relatively farmable area too small for such; thus, they produce 33% of world's fertilizer and consume 35% of world's stuff (bit out-of-date 2005 #'s; likely higher today). China's use of organic fertilizer is about half of other advanced world nations (50/50 vs chemical fertilizers). Push is on to greatly increase ratio of organic stuff.

No, Jim. You don't have to go to China to buy an Ag, but might be advisable.
]]> Fri, 14 Aug 2009 09:30:44 -0400
I own both POT and CGA, even MOS and YGII. YGII makes nutrients that are added to stuff like potash to enhance yields. Another + for YGII is their distribution, which increased from 3,500 independently-owned retail stores earlier this year to 5,000.

China has 20% of world's population within relatively farmable area too small for such; thus, they produce 33% of world's fertilizer and consume 35% of world's stuff (bit out-of-date 2005 #'s; likely higher today). China's use of organic fertilizer is about half of other advanced world nations (50/50 vs chemical fertilizers). Push is on to greatly increase ratio of organic stuff.

No, Jim. You don't have to go to China to buy an Ag, but might be advisable.
]]> http://seekingalpha.com/article/148644-the-silvinet-deal-continues-to-hit-potash-and-mosaic?source=feed#comment-588844 588844
June 24, 2009 (Bloomberg) -- K+S AG, Europe’s largest producer of potash, cut its 2009 and 2010 forecast for worldwide sales of the crop nutrient as demand from farmers falls. Sales by volume will total 40 million tons this year and 50 million tons in 2010. If Silvinit's deal is for near-term full delivery, the contract = perhaps 2% max of full Y2009 demand. If Silvinit has not other extra capacity to supply at sub $600 pricing, will that 2% max result in a 25-28% world drop in pricing remainder of Y2009? ]]> Wed, 15 Jul 2009 09:23:03 -0400
June 24, 2009 (Bloomberg) -- K+S AG, Europe’s largest producer of potash, cut its 2009 and 2010 forecast for worldwide sales of the crop nutrient as demand from farmers falls. Sales by volume will total 40 million tons this year and 50 million tons in 2010. If Silvinit's deal is for near-term full delivery, the contract = perhaps 2% max of full Y2009 demand. If Silvinit has not other extra capacity to supply at sub $600 pricing, will that 2% max result in a 25-28% world drop in pricing remainder of Y2009? ]]> http://seekingalpha.com/article/129332-is-monsanto-a-template-for-agribusiness?source=feed#comment-451562 451562 MOO) have been languishing in a trading range since last fall."...Hello. Has not most other segment funds languished since last fall? Still, when we look at major individual stocks in the fund, any that have not performed well in past, have pretty good balanced sheets today, and very likely will perform well during next several years? This segment is not the U.S. autos, airlines, nor many other segments that may need years before getting out of ruts. Perhaps Y2009 less product will be consumed, as population continues to grow, but Y2010 and beyond?]]> Sat, 04 Apr 2009 08:35:31 -0400 MOO) have been languishing in a trading range since last fall."...Hello. Has not most other segment funds languished since last fall? Still, when we look at major individual stocks in the fund, any that have not performed well in past, have pretty good balanced sheets today, and very likely will perform well during next several years? This segment is not the U.S. autos, airlines, nor many other segments that may need years before getting out of ruts. Perhaps Y2009 less product will be consumed, as population continues to grow, but Y2010 and beyond?]]> http://seekingalpha.com/article/126706-potash-continues-to-shake-off-bad-news?source=feed#comment-432317 432317 Thu, 19 Mar 2009 11:18:57 -0400 http://seekingalpha.com/article/125408-time-for-fertilizer-stocks?source=feed#comment-423521 423521
I figure Russia can not contiually supply enough potash to drive the world's price low and keep it there, as "experts" have always reminded us the tight supply controlled by few + growing demand, perhaps not so much this planting season, but early spring 2010? At some point in time, Potash price may be headed toward $400, once predicted by Morningstar. What other stocks to better hold?]]> Thu, 12 Mar 2009 15:18:35 -0400
I figure Russia can not contiually supply enough potash to drive the world's price low and keep it there, as "experts" have always reminded us the tight supply controlled by few + growing demand, perhaps not so much this planting season, but early spring 2010? At some point in time, Potash price may be headed toward $400, once predicted by Morningstar. What other stocks to better hold?]]> http://seekingalpha.com/article/116094-2009-will-be-rough-for-fertilizer-companies-turnaround-in-2010?source=feed#comment-364569 364569 Fri, 23 Jan 2009 17:31:10 -0500 http://seekingalpha.com/article/113857-cramer-s-stop-trading-is-obama-s-honeymoon-over-1-7-09?source=feed#comment-350915 350915 Fri, 09 Jan 2009 12:34:37 -0500 http://seekingalpha.com/article/113216-how-will-fortune-magazine-s-10-stock-picks-for-2009-fare?source=feed#comment-347755 347755 Tue, 06 Jan 2009 14:55:10 -0500 http://seekingalpha.com/article/98370-the-real-reasons-fertilizer-stocks-are-in-the-dirt?source=feed#comment-272628 272628 ]]> Fri, 03 Oct 2008 10:59:10 -0400 ]]> http://seekingalpha.com/article/95307-potash-corp-stock-undervalued?source=feed#comment-254429 254429 Sun, 14 Sep 2008 20:58:01 -0400 http://seekingalpha.com/article/94180-fannie-freddie-bailout-fast-money-recap-9-5-08?source=feed#comment-246868 246868 POT) trade.
]]> Sat, 06 Sep 2008 10:27:20 -0400 POT) trade.
]]> http://seekingalpha.com/article/93922-potash-corp-update-time-to-buy?source=feed#comment-246302 246302 Fri, 05 Sep 2008 11:56:48 -0400 http://seekingalpha.com/article/92288-in-support-of-potash-corp-s-projected-2008-gross-margin-increase?source=feed#comment-237731 237731 Sun, 24 Aug 2008 12:45:41 -0400 http://seekingalpha.com/article/91144-skechers-ignoring-obvious-value?source=feed#comment-231820 231820 Sat, 16 Aug 2008 10:08:31 -0400 http://seekingalpha.com/article/89506-earnings-preview-crocs?source=feed#comment-225186 225186 Thu, 07 Aug 2008 12:02:27 -0400 http://seekingalpha.com/article/85812-ubs-raises-potashcorp-and-agrium-s-price-targets-again?source=feed#comment-209961 209961 Sun, 20 Jul 2008 14:27:38 -0400