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  • 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 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 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 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 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 05:23 PM | Likes Like |Link to Comment