Covering Potash Stocks, Agri Trends, Options and World Demand.
Covering Potash Stocks, Agri Trends, Options and World Demand.
Over the weekend Investor’s Business Daily (IBD) wrote an interesting article on the fertilizer industry “Fertilizer Stocks Sprouting“. I don’t know if this article had too much to say that wasn’t already out there. It gave the rundown of the usual suspects (Potash stocks were running high, had a big drop in share price, some [...]
“Celebrity” investor Jeff Macke is dipping his toe back in the Potash sector pool, specifically with a recent purchase of Mosaic (MOS) shares. Here’s a quote from Macke’s April 1st blog post: Finally, note the delayed but suddenly real strength in the fertilizer plays. I’m playing via Mosaic (MOS)… It’s got twice the market cap [...]
POT is cutting production by 1.5 million tonnes In a press release 940 jobs are to be affected. The “affected” include temporary layoffs and shift curtailments. Shares have risen off of this news to the tune of 3%+ The reasoning for this production decline is self-evident when taking into account the current economic climate. Farming [...]
The writers over at Seeking Alpha presented an interesting article on March 11th about the upcoming fertilizer (namely Potash) trading market. A few of the interesting points are; … farmers typically have a large stockpile of potash on hand, and not buying on a regular basis causes them to use up what they have The [...]
I’ll be perfectly honest here. It’s been difficult to find many (hell, even a few) things to be positive about on the Potash front. This past week, depending on how one looks at things, could be one of the few positive signs that we’ve seen over the past six months or so. Sure, all of [...]