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Greatcrazyworld

Greatcrazyworld
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  • Potash names slip as Uralkali may restart half of Solikamsk-2 mine operations [View news story]
    The official news release from Uralkali.."Currently there is no discussion of the launch of full or partial production in the mine." Where did the author or CNBC or any of the other manipulators get word Uralkali "is preparing to restart mining operations"?
    Nov 24, 2014. 11:44 AM | Likes Like |Link to Comment
  • Potash Corporation - Attractive Dividend Hides An Overpriced Stock [View article]
    So based on your target price of say $19 if you subtract the estimated $5-$6 value of their investments in other companies you believe that POT as a whole should be able to be purchased outright for around 10-12 billion dollars...that really is a DRAG! I think your "guess" is incorrect and bordering on absurd but I'll archive the article and we'll revisit in 6 - 12 months. Maybe by then I can dream up a cool acronym for "valuing" the company. In the meantime best of luck with your short!
    Nov 13, 2014. 10:23 AM | Likes Like |Link to Comment
  • Potash Corporation: An Excellent Entry Point [View article]
    I'm with you Doug. Doc seems to be a potash hater (I'm assuming by how pissed off he seems he's perhaps short POT). Solid 4% dividend and being pretty much the lowest cost producer still prints money in a $300/ton which seems to be where it's bottomed as pricing is firming and going up in some countries. Lots of talk of over supply but factored into that thesis is BHP's Jansen project which if potash pricing stays down here at $300/ton will never come to fruition. If potash pricing goes up Jansen is still years from production. So long as a company's "one product" happens to be producing the nutrients necessary to feed a hungry world...I'll sleep well.
    Sep 12, 2014. 07:24 PM | 3 Likes Like |Link to Comment
  • Fertilizer estimates lowered at Cowen, Potash downgraded [View news story]
    In the drought when yields were cut the price of grain skyrocketed, farmer incomes were high but with the respect to fertilizer the story was because low yields pull fewer nutrients from the ground less fertilizer would be needed so bearish news for fertilizer. Fast forward to this year with expected massive record yields and the story is because the price of grain is so low...you guessed it...bearish for fertilizer stocks. So the lesson to be learned is that regardless of yield and amount of nutrients pulled from the ground it's never good news for fertilizer...what a joke!
    Sep 9, 2014. 01:23 PM | 1 Like Like |Link to Comment
  • Growing Capacity And Further Price Decline Are The Main Threats For Potash Miners [View article]
    I am curious and must ask. It is assumed by the author that potash pricing will remain pressured and likely flat...an assumption shared by many. It seems to also be assumed that BHP will forge ahead...finish their mine and bring a lot more capacity into the market further pressuring prices. Is the assumption that regardless where potash pricing is and regardless whether BHP can turn a profit that they will complete the project and bring the product to market? Can they turn at profit at $300/ton?
    May 22, 2014. 12:41 PM | Likes Like |Link to Comment
  • CVR Partners: Unplanned Plant Shutdown Lowers Production [View article]
    I followed the potash situation with great interest and have read all available articles. Everything I've read suggests potash prices could be cut by 25% from $400 to $300. Your article is the first I've read that suggests the price will be cut by twice that amount to $200. Can you explain how you arrive at that number?
    Aug 5, 2013. 02:48 PM | Likes Like |Link to Comment
  • 3 Most Undervalued Large-Cap Stocks By Target Price [View article]
    Four stories down and also published today is an article stating price targets from BMO at $61...Deutsche Bank at $62...JP Morgan at $64...and Credit Suisse at $68 so I'm just curious where you got the "lowest price target of $72"?
    Jan 19, 2013. 03:04 AM | Likes Like |Link to Comment
  • Buy Mosaic For Attractive Valuations And Upside Potential [View article]
    Agrium is now a 2% dividend not 1% but I guess if the intent is to make Mosaic look better there's no sense having facts mess up a good story.
    Jan 3, 2013. 05:23 PM | Likes Like |Link to Comment
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