Western Resources wird Weltklasse mit Rentierschlittenparty (Seite 77)
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SchriSchraSCHROTTHAUFEN
hier scheinen noch einige mehr wieder raus zu wollen. Mal sehen wo hier halt ist mal wieder.
Potash demand sits at the intersection of inexorable mega trends ranging across demographics, economics, diet and the environment. For the producer of any commodity, such an intersection is exactly where you want to be." — BHP's Paul Burnside.
BHP believes demand for potash could double by the late 2040s, by which point it would be a $50 billion market. “That’s one of the reasons why we’re investing counter-cyclically to give ourselves the option to add it to our diversified portfolio of commodities,” said Paul Burnside, potash principal at BHP, in a blog post on the company’s website.
https://prosperitysaskatchewan.ca/2017/07/24/bhp-to-speed-up…
BHP believes demand for potash could double by the late 2040s, by which point it would be a $50 billion market. “That’s one of the reasons why we’re investing counter-cyclically to give ourselves the option to add it to our diversified portfolio of commodities,” said Paul Burnside, potash principal at BHP, in a blog post on the company’s website.
https://prosperitysaskatchewan.ca/2017/07/24/bhp-to-speed-up…
Canpotex signs China potash supply contracts at higher price
https://prosperitysaskatchewan.ca/2017/07/24/canpotex-signs-…
https://prosperitysaskatchewan.ca/2017/07/24/canpotex-signs-…
OT Activist investor Elliott calls BHP potash plans ‘disastrous’
http://www.mining.com/activist-investor-elliott-calls-bhp-po…
http://www.mining.com/activist-investor-elliott-calls-bhp-po…
Proceeding with Jansen risks a “severe strategic misstep,” according to Sanford C. Bernstein Ltd. analyst Paul Gait, as the new supply would risk depressing prices by delaying to about 2036 the ability of the potash market to work through overcapacity.
http://www.republicofmining.com/2017/07/17/divisive-13-billi…
http://www.republicofmining.com/2017/07/17/divisive-13-billi…
Fertecon
The fact that on 13 July Uralkali settled its Chinese contracts with a higher price than last year bodes well for global price stability through the second half of 2017. However, with substantial additional capacity ramping up over the next 6-12 months, suppliers are well aware that 2017 is likely to be a year of respite, rather than the start of a substantial recovery.
http://app.intelligence.informa.com/e/es?s=383344069&e=20492…
The fact that on 13 July Uralkali settled its Chinese contracts with a higher price than last year bodes well for global price stability through the second half of 2017. However, with substantial additional capacity ramping up over the next 6-12 months, suppliers are well aware that 2017 is likely to be a year of respite, rather than the start of a substantial recovery.
http://app.intelligence.informa.com/e/es?s=383344069&e=20492…
Die Frage ist, was besser ist.. nochmal Geld reinstecken und auf Preise um die 0,50-0,60€ hoffen oder 10 Jahre liegen lassen oder verkaufen um Schadensbegrenzung zu begehen (will ich aber nicht unter 40-45Cent)???
Antwort auf Beitrag Nr.: 55.295.194 von thairat am 10.07.17 17:43:38Bin mal gespannt auf die Investition dieses Jahr, hoffe mal die Chinesen bringen mir zumindest einen Teil meines Geldes zurück. Geht man davon aus, dass es ein Joint Venture wird oder eine Mine die 2017-18 in Produktion geht, dann sollte es sich auf den Kurs auswirken, überlege nun doch einmal das Ass zu spielen und nachzukaufen.
21.05.24 · globenewswire · Western Resources |
15.03.24 · globenewswire · Western Resources |
28.12.23 · globenewswire · Western Resources |
29.09.23 · globenewswire · Western Resources |
16.08.23 · globenewswire · Western Resources |