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bones33 » Comments » AGU

  • Potash Upgraded by Goldman Sachs: Get Ready for a Rebound [View article]
    You cantrust these guys if you want but I'm running inthe opposite direction.www.bloomberg.com/apps...
    Dec 08 12:37 pm |Rating: 0 0 |Link to Comment
  • Potash Upgraded by Goldman Sachs: Get Ready for a Rebound [View article]
    The price of fertilizers has been decimated by Russia increasing supply at about half the price of a year ago.I don't see any reason for bullishness here.
    Dec 08 09:38 am |Rating: 0 0 |Link to Comment
  • The Agriculture Bull Keeps Getting Stronger [View article]
    The world population is growing exponentially while the amount of grain produced cannot grow at the same rate (even with massive amounts of fertilizers) thus the demand for potash and other fertilizers will out strip the ability to meet demand.This is known as pricing power.Any one know how long it takes to bring on new potash mines?I'm guessing it's about 4 years to get all the neccessary permits and. equipment in place.You do the math.
    May 28 21:15 pm |Rating: 0 0 |Link to Comment
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