Adesai

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

Smellystuff,

You forgot to mention the other competitors:

AGU market cap= 14.06 billion
CF market cap = 8.12 billion

Now that i look at the market cap more closely b/c of your last post....and the future prospects of this company as far as the acquistions of new mining and increased price of potash along with being the largest producer of potash in USA.....I dont see a reason why this company wont double or triple wth 5-6 billion within the 1-2 years....or within months. Which means that the stock will likely split and still get to $70-80 dollar.

Wow.... looking at all the positives and future prospective, Im glad Im on this train

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

Now my ONLY concern in regards to Intrepid Potash is the global market share which is 1.5%. However i see that as more of an opportunity for them to grow and ramp up there production which is what they intend to do.

Apparently the major expense of potash is that of transportation.. but apparently IPI has that covered since most of their customers are in the USA... they have a lower expense compared to that of POT or any of the other potash companies.

So this comapany has huge potentials in a agricultural sector...and i see nothing but positives about this company..

My predictions this stock will hit $90+ by the end of the year... even if it just hits $70 (extremely conservative) we all WIN.

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

V Winner,

Yes sirrrr.....I agreee with you.

There is a pattern here at seekingalpha. I think they are trying to draw readers by posting the downside to a highly anticipated sought after stock. However there "downside" to the stock is completely BULLSHIT and completely rediculous. They dont post any projected earning b/c they know the stock will be $60 conservatively in the next few months (if not weeks). They also dont post any valuable FACTUAL information that would entails readers to make some sort of BUY/SELL decision....so they post extreme "speculations" and opinion which is analogous to the world ending. At first i found them informative to hear the "other side of the story" but now i find these articles to be somewhat manipulative..

Although i am not a stock analyst or work for any big finance company....it doesnt take a genius to see that if POT, AGU, CF, MOS all competitors of IPI and are trading at record highs (up over 50% from last year) than IPI should be right there with them...

As a physician i need to prescribe some sort of anti-psychotic medication for the writers at seekingalpha....b/c they are completely delusional..

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

we should move our blogs to the IPI article on seekingalpha seekingalpha.com/artic...

you guys gotta read this bullshit article

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

Winner V,

Im on-board with you brother. I believe V will be more than 150+ in 2-3 years.. Especially with the growth in Aisa and brand name recognition. I beleive of all the companies that are sponsoring the summer olympics in China i think Visa has the most to gain b/c of the growth of credit card usage in India and China... Lastly but not least when you have Insiders in the company buying shit loads of Visa stock you know there is something good going on.....I believe this stock will pay for a ferrari or lamborghini or possibly even both....haha

As far as IPI i heard about this stock on AOL.com finance that claimed that this is the hottest stock of the year (even above V)... It claimed that IPI might be the hottest stock to come out since Google and it should see heights of $100+ within this year b/c of the low floating shares in addition to the price of potash and the low supply to demand ratio. One concern I have is the global market share that IPI has which is about 1.5% which i hope they will increase with the continued increase demand... I heard the 35 min presentation done by the CEO of IPI on the website retailroadshow.com/ind... which is a presentation by the executives of the issuing company of all IPO to investors.. the video is probably not there any more as they rid of it once it goes public...Anyways it was informative and i was convinced of there growth potential.


Im banking on these 2 stocks....My theory is: find several hott stocks and put all your eggs in that basket...why take the risk investing in 15-20 stocks when you can invest in 2-3 that you "KNOW" are going to the top.

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

You guys gotta read the article on IPI on seeking alpha that claims "potash is a bubble ready to burst".....seeking alpha is bashing IPI just as it bashed V....

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

Thanks for the recommendations greencapitalist

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

Greencapitalist, V winner

I too am in the same boat as both of you. I sold all my other stocks and own only 3: Visa, Intrepid Potash and EJ (E house china). I got in with IPI at $45 about 2200 shares and bought more at $50. I heard about that stock on friday before it went IPO on monday. Especially with POT, MOS, CF, AGU having record prices, due to projection of Potash being sold at $1,000 a ton compared to $250 a ton last year.

I have a question for both of you... what do you think about this stock EJ. Its the largest real estate agency in china and there stock fell to $15.... its projected to be at $36...and i believe it may hit it this summer with the olympics.....

As far as MA i will take your advice greencapitalist and buy some. I am just awaiting March 28 when the earning report come out for V.

Its good to hear from you again Winner V....

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

John Pepe,

I completely agree with you. Seeking alpha has been bashing visa when it was at $62-63 now its at $71-72 so you dont see any more articles out there for visa from SA. The same is true about IPI they are going to have about 5-6 articles come in the next several weeks bashing IPI. I think the only reason why they do it is to get readers. Every articles is in favor of Visa and IPI besides SA, so people come to read the "other" side to the story. I will admit, Im one of the people that like to read the "other" side to a story, as it keeps me on my toes and give the downside to a good stock.

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

Apparently, Potash is going to be sold at $1,000 a ton compared to $250 a ton last year...

BUY BUY BUY .....

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

What do you mean a bubble... There is a scarcity of fertilizer...china just paid 3 times this year for potash than it did last year. All of these fertilizer companies have increased their profit by 2-3X just in the last year and will continue to increase. POT is going to have a EPS of around $1.52 for Q1 and over $2.00 for Q2 and it continues to increase. So what do you mean a bubble??????

This company is going to produce more potash this year than last year and will continue to increase its production for next couple of years.

THese guys at seeking alpha are short/negative on these new IPO of visa and IPI. So if POT; MOS; CF; AGU are all over $90... so your telling me that IPI the largest producer of potash in America is not going to be over $60. You dont need a PhD to make that determination.

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

Greencapitalist,

What do you think IPI (intrepid potash) will open at market price for greencapitalist. People are speculating that it may come out at $40-45. If so would you still recommended......And what do you think is the long term result of this stock?????

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

I can say double in 1.5 years

Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry

Truth19,

I do agree with some of the analyst who claim that this stock has a high P/E ratio than MA, b/c of the number of stocks that were sold, as of right now. However, as the CEO of Visa claimed the potential market growth of this company with increase use of Credit Cards/ debit cards in Asia is tremendous. China alone is a major potential market for Visa especially with the Olympics sponsorship, etc. Although some analyst claim that govt is cracking down or getting strict with who qualify for credit cards in america, I dont see any regulation in Asia or south america.

With more and more people using credit cards in the world the potential for this company is huge, especially wth the share of the market of 60% vs 25% which is mastercard.

Additionally i have read from another blogger (BuyV) that Visa will be buying back some stock shares. If and when they do the price of this stock will skyrocket. Lastly, the insider trading for Visa was huge about 2-3 weeks ago, I think they know the potential is of this company more than the analyst do.

So read these analyst reports with caution b/c if you look at MA analyst report they just recently all jumped on the bandwagon that MA is a good stock. There werent too many positive analyst of MA when it initally came out.

U.S. Credit Card Performance Deteriorates - Again

I think seekingalpha has some sort of interest in plummetting V stock.. All the articles from seekingalpha seem to be negative.