Potash! WKN 878149 - Hier kann man wohl kaum was falsch machen...! - 500 Beiträge pro Seite

[muscheltaucher2]

Canadian Equity Preview: Barrick, BCE, Potash, Thompson Creek

By John Kipphoff

March 28 (Bloomberg) -- The following is a list of companies whose shares may have unusual price changes in Canada. Stock symbols are in parentheses after company names, and prices are from the last close in Toronto.

Potash Corp. of Saskatchewan Inc. (POT CN): Mosaic Co. (MOS US)and other potash miners in Saskatchewan sold 1.3 million metric tons of the crop nutrient to customers in India for $625 a ton, more than double last year's price. Potash Corp., the biggest maker of crop nutrients, fell 0.1 percent to C$162.69.

[muscheltaucher2]

bin hier seit mitte Dez. drin.
und im gegensatz zu vielen anderen werten läuft es hier wirklich gut!

[hbg55]

Antwort auf Beitrag Nr.: 33.747.820 von muscheltaucher2 am 28.03.08 10:38:21

.....nunja.......nicht ÜBEL, aber dann lohnt es
NOCH STÄRKER sich SOUTH BOULDER in AUS anzuschauen !!!





...anyhow, der AGRI- sektor allgemein ist die erfolgs- story
der gegenwart..........und erstrecht der zukunft......IMO !!!

[peterebert]

Antwort auf Beitrag Nr.: 33.747.820 von muscheltaucher2 am 28.03.08 10:38:21

hallo muscheltaucher,


haste ne richtige perle entdeckt.

bin seit vorgestern investiert.

Kaufgrund:

solides wachstum aufgrund der verträge mit indien und daher gute möglichkeiten in china einzusteigen


15% weltmarktanteil in düngemittel


aufgrund des niedrigen dollarkurs auch sehr interessantes langinvestment




und lässt man mal all die zahlen weg und denkt einfach vernünftig:
potash hat ein verbrauchsprodukt mit stetigem wachstum
ausserdem, der chart ist auch nicht von schlechten eltern





falls dus mal beim nächsten tauchgang auf monsanto stösst, ist auch ein sehr interessante perle


schöne grüsse


peter

[hbg55]

Antwort auf Beitrag Nr.: 33.748.045 von hbg55 am 28.03.08 10:57:55

.....angesichts einer lächerlichen MK von
akt. grad mal € mio 5,5 steckt in STB natürlich
ein RIESEN- potential........mit erheblicher übernahme-
phantasie....evtl. durch solch GIGANTEN wie POT !!!



....schaut mal vorbei im WO- thr.....
http://www.wallstreet-online.de/community/thread/1096074-1.h…

[RisingPower]

Dann schaut lieber mal auf Canasia Ind.!
Die haben ein Riesengebiet mit Potash zusammen!

Hier ist kfrz. viel mehr drinn!

[DiegoDiggler]

Hab das Ding am Anfang nur beobachtet und als mir der Kurs dann weggelaufen ist, hab ich mir einen SG0MEP zugelegt "um noch ein bißchen aufzuholen".

Am Montag drauf (War's der 17. Januar?) ging's los! Zeitweilig war ich nur noch 5% über der KO-Schwelle, aber jetzt ist's tiefgrün.

Gefällt mir sehr sehr gut der Laden!

[hbg55]

Antwort auf Beitrag Nr.: 33.748.360 von RisingPower am 28.03.08 11:25:03

.......WAS SOLL DENN DATTTT - kannst dich nicht mehr
an DEINEN komm. (siehe unten !!) erinnern - SCHÖNE
EMPFEHLUNG


Folgende Antwort bezieht sich auf Beitrag Nr.: 33.714.313 im neuen Fenster öffnen von egerke am 24.03.08 19:49:22


Und mal Hand auf´s Herz, bei dem ranzigen Kursverlus, denke ich in der Tat das wir alle zusammen mal wieder richtig angeschissen wurden ...

[Popeye82]

die 'Potash Corp. of SW' ist glaube ich eines der Unternehmen
mit dem größten langfristigem Wertzuwachs überhaupt.

Mir war so, als ob das eher gen 100.000, als 10.000% ging.
Hoffe jetzt nichts falsches zu sagen,
müsste aber glaube ich stimmen.

[uraltkali]

Antwort auf Beitrag Nr.: 33.748.141 von peterebert am 28.03.08 11:05:53

hallo zusammen,

schön, dass mal jemand bei pot winwn thread eröffnet hat.

ich selbst bin bei pot seit ca. 5 jahren investiert.
von den wettbewerbern habe ich noch mosaic und k+s im depot.

in diesem sektor kann man die nächsten 2 jahre nichts falsch machen.

glück auf!
uraltkali

[uraltkali]

Antwort auf Beitrag Nr.: 33.753.871 von uraltkali am 28.03.08 18:56:43

übrigens, pot bringt am nächsten freitag zahlen und die werden sehr gut sein.

glück auf!
uraltkali

[peterebert]

Antwort auf Beitrag Nr.: 33.754.058 von uraltkali am 28.03.08 19:15:30

AUFGRUND DER SOJA UND WEIZEN FUTURES SIND POTASH GESTERN BIS ÜBER 7% ABGESAGT.

FUTURE WIE AUCH POTASH HABEN SICH BEREITS ERHOLT.

WAR NE GUTE GELEGENHEIT EIN BISSCHEN NACHZUKAUFEN


SCHÖNE GRÜSSE,


PETER


PS; SCHREIBT DOCH MAL BITTE, WELCHE WERTE IHR SONST NOCH IM DEPOT HABT ODER AN WELCHEN IHR INTERESSIERT SEIT



ICH HABE NEBEN POTASH

SYSTAIC UND APACHE



SERVUS

[muscheltaucher2]

Antwort auf Beitrag Nr.: 33.775.514 von peterebert am 01.04.08 11:26:42

Grüß dich peterebert!
also im moment habe ich nur potash. aber ich beobachte auch (wie schon hier erwähnt) Mosaic, Monsanto und yara. irgendwie bin ich wohl auf den Düngemittel-Tripp gekommen ;-)
Gruß aus Gelsenkirchen!

[HAKTIONAER]

Hallo Leute, bin seit heute auch in Potash investiert. Der Wert hat sich in den letzten 18 Jahren wahnsinnig gut entwickelt und die Zukunftsaussichten sind eben so sehr gut.

Hier mal etwas schöne zum lesen und angucken:

http://www.godmode-trader.de/de/nachrichten-analysen/POTASH-…

Auf tiegrüne Kurse!

[DiegoDiggler]

Antwort auf Beitrag Nr.: 33.775.654 von muscheltaucher2 am 01.04.08 11:39:39

Yara gehört natürlich auch dazu ist klar! Vor Monsanto bin ich tatsächlich etwas zurückgeschreckt, weil mir deren Produkte ethisch nicht ganz geheuer sind und tatsächlich kriegen die ja auch in Europa langsam Ärger für ihren Gen-Wildwuchs. (Aber ich hab auch Verständnis dafür, wenn man sich das Papier einlagert!)

[heiti33415]

New York (aktiencheck.de AG) - Die Analysten von Goldman Sachs stufen die Aktie von Potash (ISIN CA73755L1076 (News)/ WKN 878149) unverändert mit "buy" ein. Das Kursziel werde von 180 auf 225 USD angehoben. Auf Grund anhaltender Stärke im Düngemittelmarkt und zusätzlicher Preiserhöhungen seien die Gewinnschätzungen heraufgesetzt worden. (08.04.2008/ac/a/u)

[DiegoDiggler]

Aber auch nur, weil sich das Kursziel so schön liest. Ansonsten möchte ich die schöne Potash-Stimmung nicht mit irgendwelchen Empfehlungen versaut wissen!

RBC CAPITAL MARKETS
Potash "Top Pick" Datum: 08.04.2008

Toronto (aktiencheck.de AG) - Fai Lee, Analyst von RBC Capital Markets, stuft die Aktie von Potash (ISIN CA73755L1076/ WKN 878149) unverändert mit "Top Pick" ein und bestätigt das Kursziel von 250 USD. Das Unternehmen habe eine Preiserhöhung für Kali in Nordamerika angekündigt. Damit sei das Niveau dem Markt im Mittleren Westen der USA angeglichen worden. Allerdings würden die Preise noch immer etwas den in der letzten Woche genannten Preisen für Südost-China und Brasilien hinterher hinken. Es sei daher nur eine Frage der Zeit, bis in Nordamerika die Preise weiter steigen würden. Vor diesem Hintergrund bewerten die Analysten von RBC Capital Markets die Aktie von Potash weiterhin mit dem Votum "Top Pick". (Analyse vom 08.04.08) (08.04.2008/ac/a/a)
Quelle: AKTIENCHECK.DE

[uraltkali]

Antwort auf Beitrag Nr.: 33.846.632 von DiegoDiggler am 09.04.08 15:44:38

hallo,

schaut euch mal den wettbewerber agrium an, hat gegenüber pot und mos für mich noch nachholbedarf.

glück auf!
uraltkali

[HAKTIONAER]

Potash macht wirklich Spaß!!!

Es geht mit kleinen gesunden Schritten immer weiter nach oben.

Wagt jemand eine Prognose für Ende des Jahres?

[HAKTIONAER]

Traut sich keiner?

Naja, ich sage mal 180 - 200 Euro am ende des Jahre sind durchaus realistisch, wenn mann sich anguckt wie stabiel Potash sich verhält.

ca. +0,5% fast jeden Tag. Das ergibt ein super Zinseszinseffekt!!!

Besser gehts eigentlich nicht. Das Ding läuft immer nur in eine Richtung und läuft und läuft....................

Natürlich darf man nicht vergessen das die Börse keine Einbahnstraße ist.

[uraltkali]

Antwort auf Beitrag Nr.: 33.878.753 von HAKTIONAER am 14.04.08 12:42:29

hallo,

wenn die heute von uralkali in aussicht gestellten kalipreiserhöhungen suf 1000usd umgesetzt werden können, sehen wir pot bei 280uds bis 300usd.

glück auf!
uraltkali

[muscheltaucher2]

Antwort auf Beitrag Nr.: 33.883.872 von uraltkali am 14.04.08 21:44:19

Zürich (aktiencheck.de AG) - Die Analysten der UBS stufen die Aktie von Potash (ISIN CA73755L1076 (News)/ WKN 878149) unverändert mit "buy" ein. Das Kursziel werde von 211 auf 235 USD angehoben. (14.04.2008/ac/a/u)
Analyse-Datum: 14.04.2008

[muscheltaucher2]

also wenn ich die neuigkeiten richtig deute, dann wirds hier heut noch lustig...

[muscheltaucher2]

Potash Corp.: Sinofert agrees to $400-ton price rise for '08

By Robert Daniel
Last update: 6:24 a.m. EDT April 16, 2008Print RSS Disable Live Quotes

TEL AVIV (MarketWatch) -- Canpotex Ltd., the offshore marketing company for Saskatchewan potash producers, and Sinofert Holdings Ltd. agreed to a $400-a-ton increase in 2008 potash prices over 2007 levels, Potash Corp. of Saskatchewan Inc. (POT:Potash Corporation of Saskatchewan Inc
News, chart, profile, more
Last: 184.41+2.51+1.38%

4:01pm 04/15/2008

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POT 184.41, +2.51, +1.4%) said on Wednesday. Sinofert is a major potash producer in China. Potash Corp., the Saskatoon fertilizer giant, reiterated that Canpotex has prorated China's 2008 volumes, "and as a result of the timing of this settlement and unprecedented demand in other markets, [Canpotex] has only 1 million tons that it can commit to Sinofert through the remainder of this year."

[HAKTIONAER]

Danke muscheltaucher2!

Bin ja mal gespannt wie Toronto eröffnet.

Bei den Nachrichten sollte es aber schön grün werden.

[muscheltaucher2]

die freuen sich grad genauso wie wir
in amerika stehen sie zur zeit bei 192,40$!
tendenz: NORDEN

[1erhart]

Antwort auf Beitrag Nr.: 33.898.368 von muscheltaucher2 am 16.04.08 14:42:15

@uschi (aus dem KC0100-Thread)

Bin hier ja nur mit einer ganz kleinen Position drinnen, aber auch Kleinvieh macht auch Mist. Wegen mir kanns so weitergehen.

[HAKTIONAER]

HOSSA! Das geht ja UP!!!

[DiegoDiggler]

Antwort auf Beitrag Nr.: 33.899.557 von HAKTIONAER am 16.04.08 16:16:29

Das Ding hat einen unverschämten Zuch zum Tor heut'!

Muss mal schauen, ob ich ein Papierchen finde, mit dem ich meinen Hebel wieder ein bißchen nach oben anpassen kann!

Diego Diggler

P.S.:Ja, ich will damit angeben, dass ich hier dabei bin! Habe schon genug Prügel an den internationalen Finanzmärkten bezogen!

[muscheltaucher2]

Antwort auf Beitrag Nr.: 33.898.611 von 1erhart am 16.04.08 15:04:47

der alte 1erhart :-)
da freu ich mich aber, so einen alten fuchs hier begrüßen zu könnn!
das war das letzte zeichen das ich brauchte, um mir ganz sicher zu sein, das ich hier richtig investiert bin!
ich hoffe dir ist es gut ergangen (nach kc0100).
die letzten monate war man hier richtig gut versorgt! also ganz gegen den trend.
ich würde mich sehr freuen, wieder von dir zu lesen!
einen sonnigen tag dir!
p.s.: ich flieg gleich übers wochenende nach malle :-) mit ein paar kumpels. werd wohl nicht viel von der insel sehen... prost!
Gruß USCHI ;-)

[1erhart]

Antwort auf Beitrag Nr.: 33.906.266 von muscheltaucher2 am 17.04.08 11:06:10

Dann guten Flug und komm gut zurück

[HAKTIONAER]

By The Canadian Press
ADVERTISEMENT

SASKATOON - Canadian and U.S. potash stocks were bursting with life Wednesday after a consortium of major Saskatchewan producers announced a US$400-a-tonne price increase for sales this year to Sinofert Holdings Ltd., China's biggest fertilizer distributor.

The new contract calls for shipment of one million tonnes of potash at US$576 per tonne when delivered to the Port of Vancouver, representing a 230 per cent increase over the price in 2007 (not counting the cost of shipments to China.)

http://ca.news.yahoo.com/s/capress/080416/business/potash

Habe ich das richtig verstanden? Ist der Preis für Potash-Dünger seit 2007 um 230% gestiegen?

[1erhart]

Aktuelle Nachrichten · Archiv< zurück < · Druckversion
17.04.2008 15:13
Potash - Kursziel hochgeschraubt
Bei Potash schraubt RBC Capital Mkts das Kursziel von $250 auf $300. Das Rating bleibt Top Pick



Auf zu neuen Ufern kann man da nur sagen.

[1erhart]

@uschi

Habe gerade gesehen dass du online bist.
Raucht der Kopf noch oder bist du schon klar im Kopf nach dem Kurztrip auf Mallorca.

Grüsse 1e

[muscheltaucher2]

Antwort auf Beitrag Nr.: 33.932.731 von 1erhart am 21.04.08 14:54:14

mahlzeit 1e!
ich kann nicht behaupten, das ich schon ganz klar bin. man wird ja doch nicht jünger...
ich werd jetzt auch gleich mal feierabend machen und mich zu frau und kind auf die couch begeben und den kopf ein wenig schonen.
ich hoffe dein we war entspannter. jedenfalls im nachhinein ;-)
gruß USCHI aus GE

[uraltkali]

Antwort auf Beitrag Nr.: 33.909.719 von 1erhart am 17.04.08 16:30:26

hallo,

und das berichtet john helmer (potashguru):

Greater China
Apr 22, 2008
Für Ihren Computer ist 1 Update Verfügbar
Ihr Windows XP benötigen evtl. Eine verbesserung klicken
sie auf “Start” für die empfohlene leistungssteigerung.



China caught in potash crunch
By John Helmer

MOSCOW - The magnitude and growth rate of demand from China still drives global commodity prices. But in the fertilizer sector, where China this month has had to agree to a price for potash more than double what it paid last year, the inflexibility of Chinese demand for food has made it difficult for the country's negotiators to hang on to the commercial advantages they are accustomed to enjoying from being the world's largest consumer.

Last year, Chinese buyers of potash lost their traditional discount; that is, the lower price Chinese importers would pay compared with other buyers in the Asian, Latin American, and European markets on account of the larger volumes they contract for



Recently, the Chinese agreed to pay a premium for their supplies, and they will receive less than they had bargained for.

Chinese buyers also face the shortening of contract terms, canceling their last commercial advantage in the potash market - annual contracts, with prices fixed from one springtime contract agreement to the next.

In an announcement on April 17, it was revealed that Chinese importers of potash have agreed on a price of about US$650 per tonne, delivered from Russia by sea. This is higher than the Indian benchmark price of $625 agreed just weeks ago. It is $400 per tonne above the price of the expiring Chinese contract, signed a year ago. The term of the new pricing deal is just eight months. The volume of deliveries for this period will be just 1 million tonnes, half of the 2007 contract volume oiver a 12-month period.

At a meeting with industry analysts last week in Moscow, Oleg Petrov, deputy director for Belarusian Potash Company (BPC), the dominant global trader for potash, warned that it is preparing to switch to spot-price contracts, providing for deliveries over no more than six months. That, according to BPC, is bound to put further upward pressure on the negotiations with Chinese importers starting shortly.

Potash, as the name indicates, was first produced by burning hardwood, and refining the chemical element potassium from a soluble solution. Its ancient uses were in the manufacture of glass, soap, and crop fertilizers. It is the last of these that predominates today, supplying one of the key nutrients for plant and crop growth.

Instead of burning wood, however, most of the world's supplies of this industrial mineral are mined; and the largest mineral reserves of potash are concentrated in just three countries: Canada, whose stocks are the largest at about half the global aggregate, according to the US Geological Survey; Russia, with more than a quarter; and neighbouring Belarus, with 9%; altogether, these three countries hold 85% of global reserves.

In terms of production capacity, two linked Russian companies, Uralkali and Silvinit, trail just behind Belaruskali, which in turn is just behind Potash Corporation of Canada, and another North American producer, Mosaic. In the global market, the concentration of potash mining is greater than that of gold, silver, diamonds, nickel, copper, and bauxite.

Today's hyper market moves potash's price faster than gold, with an impact on rice, corn and other foodstuff prices that is becoming uncomfortably obvious in Asia. Corn hit an all-time US record $6.43 per bushel this week. Rice is at $22.17 per hundredweight, and still climbing. Merchant hoarding, consumer rioting, export bans, and price controls are reactions that are spreading from Asia to Africa.

The global trade in potash is even more concentrated than OPEC for oil, with just two syndicates dominant: Sinagpore-based Canpotex, which manages sales of the three North American majors (Potash Corporation, Mosaic, and Agrium), and Minsk-based BPC, a joint venture combining Uralkali and Belaruskali.

As population growth drives demand for foodstuffs, and the arable land available to supply food shrinks, it is the mineral fertilizers farmers use that help cover the gap between consumer demand for calories and the productivity of farm land to supply it. Thus, the biggest consumers of potash are the hungriest - China and India, followed by Brazil. Nature has not endowed these countries with the sub-soil resources of potash to meet their own requirements. But with just two syndicates in control of trade, and just three major importers, the global feast of foodstuffs is driving potash demand far faster than the miners can produce it.

The result is that the benchmark commodity price being set by BPC, the swing producer in the world, is driving up the share prices of the mining companies that deliver the fertilizer to the market.

Vladislav Baumgertner, chief executive of Uralkali, told a producers’ conference in Canada early this month that he believes the spot price for potash is likely to go over the $800 level (calculated per tonne of potassium chloride with freight and insurance) in the fourth quarter of this year.

A table in his presentation shows the price dynamics for potash from minehead to consumer since January 1. Roughly 40% of Uralkali’s potash is sold by BPC on 12-month term contracts renegotiated once a year, typically in the spring for the Indians, followed by the Chinese.

The BPC benchmark is fixed by the contracts signed with one or a few large fertilizer distributors in these main markets. In India, BPC has one client, Indian Potash Ltd (IPL). In Brazil, there are two to three; in China, several. Analysts say the roughly 10 of the BPC’s largest buyers account for more than half of its sales around the world.

According to Baumgertner, at the start of this year the contract price for India was $270. In March, BPC and IPL agreed that, starting in May, and running until May 2009, the new price will be $625. This was an increase of 132% year on year.

On April 1, the BPC's Petrov said he would use the Indian price as the benchmark for the Chinese negotiations; the China term-contract price negotiated last year, and running through this spring, was $250. For potash delivered by Uralkali by rail or sea to northeastern China, the January price was $370. Brazil, the third of the main markets for Uralkali, was paying $450 in January. It is under pressure to accept the rising benchmark. BPC officials say they expect the spot price to reach $700 by July, and $800 by November.

This week in Moscow, Petrov claimed that a price of $1,000 per tonne was approaching "rather fast". He intended Chinese potash buyers to understand that they may have to outbid the Indians with a premium. If they don't, the potash will sail elsewhere.

The outcome of BPC's negotiations is now clear: China is obliged to outbid the rest of Asia to get its potash, and much of its former supply is going to even higher price-bidding destinations.

Baumgertner explains that the dynamics of global demand and buying power this year are changing the geographical direction of Uralkali's sales and shipments. China represented a 40% share of sales in 2007; it will drop to 23% this year. India is up from 7% to 12%; Southeast Asia up from 11% to 17%; Europe up from 8% to 12%, and the US, at zero for Uralkali last year, will be 4% this year. Brazil remains constant at 21%.

When the boats can change their ports of call, as a Moscow brokerage analyst notes, China’s traditional buying and bargaining power dwindles. "The Chinese market is very important for Uralkali, but the fact that Uralkali can reallocate products to other markets in the current environment increases the chance that the new pricing level for China will be much higher than we expect."

When BPC’s volume of shipments are counted with direct shipments to China by Uralkali Trading, the combination of Uralkali and Belaruskali today account for 33% of exports worldwide. Silvinit, Russia’s second potash producer, trading on its own, takes a 12% market share, giving the Russians altogether a 45% grip on the market. The rival North American trader, Canpotex, based in Singapore, is down to 26%, and Germany’s K+S Group is at 14%.

The market is moving so fast, the investment bankers and brokers, who feed off share prices, are having trouble feeding their revenue and profit models. On Monday, UBS issued a price upgrade for its potash forecast for 2008 to $611; for 2009 to $850. By Thursday, these numbers are looking obsolete.

MDM Bank in Moscow issued an advisory to mining market investors last week to "highlight the operating leverage expected from these increases that could lead to further increases in earnings estimates for Uralkali. The stock has now reached another all time peak level, driven partly by anticipation of a positive outcome from these negotiations. On one hand, we view the valuation as extremely rich at this point, but on the other we recognize the stock’s strong momentum as this is one of the few plays in the Russian universe on global food inflation."

The relationship between the potash reference price and Uralkali's share price is plain. In 2006, Uralkali’s share price ranged between $2 and $2.50, with a market capitalization of about $3 billion. In October 2007, when it was listed on the London Stock Exchange for the first time, the share price was $3.35; market cap about $5 billion. Last Friday, Uralkali’s share price was $9.25, market cap $19.7 billion. On Wednesday, it had climbed to $11, market cap $23.4 billion. In a year, the company has increased its value more than fourfold. Compared with the big Canadians, it has still plenty of upside value to catch up: Potash Corporation is currently capitalized at $58 billion; Mosaic at $57 billion.

With growth dynamics that look better than gold, the potash leaders are publicly asking whether potash can remain the only commodity that is bound to keep rising in value. At the Canadian conference, William Doyle, the chief executive of Potash Corp, the North American leader, said that he can see no let-up.

"You are going to get higher yields through using GMO [genetically modified] seed. You are going to get higher yields through crop protection chemicals, and higher yields through our nutrients."

Potash Corp reported $4.8 billion in aggregate fertilizer sales in 2007. It produces nitrogen, phosphate, and potash fertilizers; potash sales by Potash Corp last year amounted to $1.6 billion, 33% of the aggregate. By comparison, Uralkali is a pure potash producer, with $886 million in reported sales in 2007.

The North Americans and Russians noted at the Canadian convention that food inflation, grain shortages, and the rise in fertilizer prices are triggering government controls. "I wouldn’t want to see commodity prices go up a lot more," said Michael Wilson, chief executive of Agrium, the third-ranked North American potash producer. "We are starting to get a lot of government interference in the agriculture business, looking at export taxes and caps on nutrient prices." Agrium, a multi-mineral producer, reported aggregate sales last year of $5.3 billion, of which just 6%, $316 million was accounted for by potash.

The Russian government has introduced export duties for fertilizers, and such chemical ingredients as sulphur. Quotas on export volumes have been threatened. Domestic price growth controls are also being negotiated with the main producers and suppliers. Last week, it was rumored that the Chinese government will shortly impose draconian export taxes of up to 135% on urea and phosphate fertilizers; the country does not produce any potash fertilizers.

Moscow industry analysts calculate that in cashflow terms, Uralkali will more than offset the cost of the new taxes by increasing both volume of exports and price. Uralkali announced last week that in the first quarter to March 31, the company produced 1.25 million tonnes of potassium chloride; this was up 5.6% year on year.

In the month of March, production growth at the minehead was even faster at 8%. The data have lit a fire under the share price - it is up 20% on the week.

John Helmer has been a Moscow-based correspondent since 1989, specializing in the coverage of Russian business.

(Copyright 2008 Asia Times Online Ltd. All rights reserved. Please contact us about sales, syndication and republishing.)


gruss uraltkali

[muscheltaucher2]

guten morgen an alle!
also seit anfang april scheint das volumen ja kräftig zu steigen. :-)
allerdings kann man wohl auch beobachten, das viele (sehr) kleinanleger mit geringem volumen den kurs nach oben drücken.
meine bescheidene meinung dazu lautet: Vorsicht!
liebe grüße aus GE wünscht Uschi...

[1erhart]

Antwort auf Beitrag Nr.: 33.949.495 von muscheltaucher2 am 23.04.08 10:32:57

Wenn ich diese Fahnenstangen bei Potash, K+S, Yara, Uralkali usw. sehr dann kann einem übel werden. Teilweise sieht es so aus wie 1999 bei vielen Internetwerten, wobei es natürlich eine ganz andere Zeit ist und es sich auch um hochprofitable Werte handelt.
Aber etwas schwindlig wird einem da schon. Das heisst Vorsicht, mentale Stops im Kopf nachziehen und irgendwann aussteigen nicht vergessen.

Auf trotzdem immer noch steigende Kurse einen schönen Tag aus DEG

[uraltkali]

Antwort auf Beitrag Nr.: 33.949.930 von 1erhart am 23.04.08 11:13:03

hallo,

die fahnenstange hat fundamentale daten und steht auf festem fundament, wie nachfolgender bericht uralkali zeigt.

die nochmalige anhebung des kalipreises von gestern (ca 30%) macht das deutlich.
mein rat dabeibleiben, bzw. dazukaufen!
das schreibt übrigens auch der "vater" deines pseudonyms.

glück auf!
uraltkali

[ThorVestor]

Ich bin gestern eingestiegen, jetzt kann es nur noch abwärts gehen!

[uraltkali]

Antwort auf Beitrag Nr.: 33.950.717 von ThorVestor am 23.04.08 12:26:58

hallo,


sorry, hatte beitrag vergessen.

@thorvestor:

keine angst, ich werde die kurse schon stützen.

gruss uraltkali



Belarusian Potash Company is announcing new pricing for 3d quarter in the spot markets of Asia and Latin America
BPC (Uralkali's export trader and a 50% joint venture with Belaruskali) has informed Uralkali of a new price increase in the spot markets of Asia and Latin America. The new price level in Asian markets will be USD 1000 pmt CFR for Standard MOP. And the price in Brazil will be USD 1000 – 1010 pmt CFR (Cost and Freight) for Granular MOP (depending on the customer size). The new prices have been established for shipments from the 1st of July, 2008 onwards.
Vladislav Baumgertner, President, General Director of Uralkali:
These price increases are driven by the continuous growth of global demand, historically low inventory levels and unprecedented tightening of the supply for the remainder of 2008 after the agreements reached by the Company in China and India.

[Karlll]

Antwort auf Beitrag Nr.: 33.950.940 von uraltkali am 23.04.08 12:50:06

Wollen wir mal hoffen, daß Du bei "stützen" nicht irgendwo noch ein
"r" einbauen wolltest.

Vieles kommt sicher morgen auf die Zahlen von Pot an, dennn die
Erwartungen werden sehr ambitioniert sein.

Gruß Karlll

[amygdala]

Potash legt für das Q1 wie erwartet ein Rekordergebnis vor. Das Wachstum ist der Wahnsinn!!!

Hier die wichtigsten Passagen:

* Potash Corporation of Saskatchewan Inc. (PotashCorp) today announced record first-quarter results with earnings of $1.74 per share(1) ($566.0 million), a 181 percent increase over the $0.62 per share ($198.0 million) recorded in last year’s first quarter and 50 percent higher than the previous record of $1.16 per share set in the fourth quarter of 2007.
* record gross margin and raised total gross margin for the quarter to $856.0 million, up from $369.7 million in last year’s first quarter.
* Cash from operating activities prior to working capital changes during the first three months of 2008 reached a record $625.5 million(2), compared to $283.0 million in the same period last year
* Outlook: Compared to the first quarter of 2008, we expect to see a 30 percent increase in total potash realized prices in the second quarter and now expect 2008 potash gross margin to be more than three-and-a-half times higher than last year’s levels.
* we are raising full-year net income guidance from $6.25-$7.25 per share to $9.50-$10.50 per share. We expect second-quarter net income per share to be in the range of $2.20-$2.50.

[VeuveClicquot]

Antwort auf Beitrag Nr.: 33.961.921 von amygdala am 24.04.08 13:21:57

Liest sich alles schon ganz gut.
Mal sehen, was Toronto nun daraus macht.

[DiegoDiggler]

Keine Ahnung, was wir schon eingepreist haben, aber das liest sich gut!!!

[VeuveClicquot]

Antwort auf Beitrag Nr.: 33.962.090 von DiegoDiggler am 24.04.08 13:38:23

Das ist mal eine ehrliche Aussage

[DiegoDiggler]

Antwort auf Beitrag Nr.: 33.962.169 von VeuveClicquot am 24.04.08 13:46:04

Aktuell sieht's so aus, als hätten wir's schon dringehabt!

[Nobbs007]

Antwort auf Beitrag Nr.: 33.962.263 von DiegoDiggler am 24.04.08 13:56:37

hm..

bist Du da so sicher ?!? Schließlich hatten auch K+S, YARA und Mosaic Rücksetzer - und das einige Zeit bevor Potash "abtauchte". Potash wurde zwischenzeitlich sogar noch mit Euro 135,- gehandelt.

Nachrichten lagen aber bereits am Morgen vor und das hier klingt irgendwie gar nicht so wie eingepreist:

http://www.ibtimes.com/articles/20080424/potash-corp-of-sask…
wan-1q-profit-more-than-doubles.htm" target="_blank" rel="nofollow ugc noopener">http://www.ibtimes.com/articles/20080424/potash-corp-of-sask…
wan-1q-profit-more-than-doubles.htm

http://www.deraktionaer.de/xist4c/web/Es-gruent-so-gruen_id_…

Ghttp://aktien.onvista.de/empfehlungen.html?ID_OSI=87699#new…

Alles Gewinnmitnahmen gößerer Investoren und Spekulanten?
Wer weiss hier Genaueres?

[DiegoDiggler]

Antwort auf Beitrag Nr.: 33.968.289 von Nobbs007 am 24.04.08 23:32:59

Naja, ich denke, das war ein klassisches Sell on good news. Gewinnmitnahmen hier und da, grundsätzlich bestimmt keine Trendwende... ...auch wenn man sich da täuschen kann. Der Sektor wird ja gerade erst richtig bekannt und entdeckt. In zwei Monaten beginnt dann vielleicht eine echte Übertreibungsphase und dann kann man sich irgendwann mal unauffällig verabschieden. Ich bleib erstmal dabei!

[Nobbs007]

Heute scheinen sich die Anleger wieder mal erneut von Analystengeschwätz beeindrucken zu lassen. Laut einer Studie ist die Trefferquote der "Analysten und Banken" mit ihren Voraussagen wie hold buy oder sell nicht einmal so gut wie das Werfen einer Münze.Ich traue daher keinem Analysten mehr weiter als ich spucken kann. Immer das selbe Theater ! Daher kann man wohl, -wenn man böse denkt-, direkt Kursmanipulation als evtl. möglich erachten...., wenn man es wohlwollender sieht, evtl. noch von Unfähigkeit sprechen....
Ich habe das Theater satt! Und morgen kommt dann wieder eine andere Bank mit ner Kaufempfehlung (wegen überraschender Kapazitätsvergrößerung der Kaliförderung) und das Kursziel 350 Dollar ! Potash ist der größte Kali- Produzent und hat praktisch eine marktbeherrschende Position.

Na, sind jetzt wenigstens alle Großen billig reingekommen ?

[Nobbs007]

Mal auf der Zunge zergehen lassen (Credit Suisse):

"Es sei davon auszugehen, dass das Unternehmen im Jahr 2008 den Bruttogewinn gegenüber dem Vorjahr verdreifachen werde. Allerdings müsse Potash in nahezu allen Geschäftsbereichen höhere Kosten verbuchen, zudem erscheine die Preisgestaltung von Potash in Brasilien weniger aggressiv als jene der Wettbewerber."

Wie bitte ?!? Die Wettbewerber verkloppen mehr ,weil das Zeug bei denen teurer ist ? Hat da etwa jemand einen an der Waffel ?

Höhere Kosten ? Welche denn ? als wer denn ? Gefasel !
Wer, wie, was, wieso weshalb warum !?????
Lernt man eigentlich schon im Kindergarten !!!

[VeuveClicquot]

Antwort auf Beitrag Nr.: 33.987.670 von Nobbs007 am 28.04.08 19:34:44

Potash ist der größte Kali- Produzent und hat praktisch eine marktbeherrschende Position.

Bin auch etwas verwundert. Die anderen sind noch gut gelaufen heute.

[HAKTIONAER]

wie tief so es denn noch gehen???

Komisch das der Kurs gen süden geht bei den guten News.

Mein Stoploss ist schon in sichtweite.

[HAKTIONAER]

da haben wir dir ursache:

AP
Ahead of the Bell: Potash Corp. declines following downgrade
Tuesday April 29, 8:26 am ET
Potash Corp. dips after analyst says stock is no a longer a 'Top Pick' due to recent gains

NEW YORK (AP) -- Potash Corp. of Saskatchewan shares are slipping in premarket trading after an RBC Capital Markets analyst said the fertilizer maker is no longer his top pick due to its recent share appreciation.

Analyst Fai Lee lowered his rating to "Outperform" from "Top Pick." He noted that Potash shares have jumped 34 percent since the company announced a contract to deliver ferilizer to an Indian company on March 20.

Lee said Potash has given investors a lot of good news recently, but with the news slowing down, the stock may edge off its recent gains. But he still expects the stock to eventually rise to $300 per share, as fertilizer prices and the Canadian company's profits increase.

Shares of the Saskatoon-based company fell $2.87 to $190.63 in premarket electronic trading, having closed Monday at $193.50.

[HAKTIONAER]

Ich würde sehr gerne wissen ob wir unter die 120 Euro abtauchen.

[DiegoDiggler]

Antwort auf Beitrag Nr.: 33.994.288 von HAKTIONAER am 29.04.08 16:02:00

Machen wir's mal nicht schlimmer als es ist! Oder ist es überhaupt "schlimm"?

Ein Verschnaufspäuschen auf dem Weg nach oben, hat noch keinem geschadet. Und sunne Korrektur im Düngersektor ist keine echte Überraschung, da die meisten Leute hier auf satten Gewinnen aus den letzten Monaten sitzen, die ansonsten ja nun in anderen Branchen furchterregende 'Renditen' gebracht haben.

[Nobbs007]

Antwort auf Beitrag Nr.: 33.993.114 von HAKTIONAER am 29.04.08 14:11:27

Heute sind jämmerliche A...cher unterwegs, die nun kalte Füsse gekriegt haben und dem Analystengewäsch Glauben schenken. Diese haben es sich nach dem Kursziel von über 300 Dollar ganz plötzlich anders überlegt. Eventuell wollen da einige noch billig rein oder shorten:


http://forum.finanzen.net/forum/thread?thread_id=315990

http://www.schaeffersresearch.com/commentary/observations.as…


Das hier hört sich wohl anders an:

www.bloomberg.com/apps/news?pid=newsarchive&sid=aT4M_LBHIuXc

Werdet sehen: Nachdem die kleinen Weicheier geschmissen haben, blasen die Analysten wieder zum Kauf und setzten das KZ wieder auf
300.

[Nobbs007]

Wer hier in Panik seine "Potash" anderen in den Rachen wirft,
tut mir nicht mal leid. Dem ist nicht zu helfen.

Irgendwie riecht alles nach einem abgekarteten Spiel.

(IMO)

[Nobbs007]

Antwort auf Beitrag Nr.: 33.994.213 von HAKTIONAER am 29.04.08 15:55:08

Mit dieser Meldung machen die "RBC Capital Markets analysts"
die Aktie gerade eben zum TOP TOP PICK des Jahres. Wenn ich sicher wäre, dass nicht noch mehr schmeissen und ich Geld übrig hätte würde ich jetzt sofort nachlegen...
aber so....

[Nobbs007]

Batenburg Sees Potash Earnings Rising `Dramatically': Video

April 28 (Bloomberg) -- Robbert Van Batenburg, head of research at Louis Capital Markets LP, talks with Bloomberg's Monica Bertran in New York about global food prices, the commodities market and the outlook for Potash Corp. of Saskatchewan Inc. (Source: Bloomberg)

00:00 Reasons for rising food prices, demand
02:47 DryShips; outlook for Potash earnings

Running time 04:43
Last Updated: April 28, 2008 12:40 EDT

[Nobbs007]

Batenburg Sees Potash Earnings Rising `Dramatically': Video

April 28 (Bloomberg) -- Robbert Van Batenburg, head of research at Louis Capital Markets LP, talks with Bloomberg's Monica Bertran in New York about global food prices, the commodities market and the outlook for Potash Corp. of Saskatchewan Inc. (Source: Bloomberg)

00:00 Reasons for rising food prices, demand
02:47 DryShips; outlook for Potash earnings

Running time 04:43
Last Updated: April 28, 2008 12:40 EDT

[VeuveClicquot]

]http://stockcharts.com/h-sc/ui?s=POT.TO&p=D&b=5&g=0&id=p889…
Gute Bereinigung.

[VeuveClicquot]

Potash Corp. declares 10-cent quarterly dividend


Potash Corp of Saskatchewan Inc (C:POT)
Shares Issued 313,572,496
Last Close 5/6/2008 $199.39
Wednesday May 07 2008 - News Release

Ms. Denita Stann reports

POTASH CORPORATION OF SASKATCHEWAN INC. DECLARES QUARTERLY DIVIDEND

Potash Corp. of Saskatchewan Inc. has declared a quarterly dividend of 10 U.S. cents per share payable Aug. 8, 2008, to shareholders of record July 18, 2008.

[VeuveClicquot]

Antwort auf Beitrag Nr.: 34.051.721 von VeuveClicquot am 08.05.08 04:34:57

(C:POT) = (C : POT)

[oligator25]

der Wert sieht Charttechnisch gesehen wohl wieder bulisch aus, habe mir eine Posi gegöhnt

[emmischmied]

bin ich auch seit gestern drin

[oligator25]

Antwort auf Beitrag Nr.: 34.103.742 von emmischmied am 15.05.08 19:05:26

na dann drücken wir die Daumen, also ich meine der 5 jahreschart spricht ja schon für sich, schöne long Investition hier

[emmischmied]

Antwort auf Beitrag Nr.: 34.103.779 von oligator25 am 15.05.08 19:10:18

gibts noch einen guten potash-explorer?

[oligator25]

Antwort auf Beitrag Nr.: 34.103.810 von emmischmied am 15.05.08 19:13:52

bestimmt, wütße jetzt momentan aber keinen

[oligator25]

Antwort auf Beitrag Nr.: 34.103.810 von emmischmied am 15.05.08 19:13:52

mal was anderes, hat eienr hier den RT Kanada oder USA Chart?

[ThorVestor]

Antwort auf Beitrag Nr.: 34.104.103 von oligator25 am 15.05.08 19:46:22

[ThorVestor]

Antwort auf Beitrag Nr.: 34.104.570 von ThorVestor am 15.05.08 20:32:47

TSE:POT

[ThorVestor]

Antwort auf Beitrag Nr.: 34.104.619 von ThorVestor am 15.05.08 20:36:41

Symbol:

TSE: POT

NYSE: POT

[emmischmied]

Brandneue Präsentation (14.Mai) von Potash Corp:

http://www.potashcorp.com/media/pdf/investor_relations/speec…

[emmischmied]

besonders die hier gefällt mir:

[oligator25]

Antwort auf Beitrag Nr.: 34.104.570 von ThorVestor am 15.05.08 20:32:47

Besten dank, und auf einen grünen Tag Heute!

[oligator25]

sieht gut aus, würde sagen nächste Woche sehen wir hier neue AZH

[oligator25]

Antwort auf Beitrag Nr.: 34.109.104 von oligator25 am 16.05.08 12:04:48

würde sagen sind soeben aus dem technischem Dreieck nach oben ausgebrochen, dürfte den Kurs wieder treiben..

[oligator25]

Canadian Stocks Extend Record, Led by Potash Corp, Barrick Gold

By Elizabeth Stanton and John Kipphoff

May 15 (Bloomberg) -- Canadian stocks rose to a record for the second time this week as Potash Corp of Saskatchewan Inc. and Barrick Gold Corp. rallied along with prices of wheat, gold and copper.

The gain was limited as Imperial Oil Ltd. declined after it lost a legal bid to overturn a federal regulatory decision that threatens to delay an oil-sands project. Sprott Inc. declined on its first day of trading, as some investors said the hedge fund manager may be expensive relative to its rivals.

The Canadian stock market ``is benefiting from the boom in world commodity prices,'' said David Cockfield, a portfolio manager at Leon Frazer & Associates in Toronto, which manages C$2 billion. ``As long as those commodity markets continue to run strongly, our market will do very well.''

The Standard & Poor's/TSX Composite Index climbed 1.4 percent to 14,828.06 in Toronto, beating the previous high of May 12. Materials stocks rose 3 percent as a group, their biggest gain in a week.

Wheat rose for the first time in three days in Chicago on speculation that Iran will need to double its imports. Gold futures climbed 1.6 percent to $880 an ounce in New York. Copper rose the most in more than a week on a decline in inventories.

Potash Corp., the world's largest maker of crop nutrients, gained 2.7 percent to C$204.50. The stock has almost tripled in a year a fertilizer prices soared on increased demand for grains and oilseeds used in food, animal feed and bio-fuels.

Bullion Producers

Barrick Gold, the world's largest gold producer, added 2.9 percent to C$39.05. Goldcorp Inc., the world's second-largest gold producer by market value, rose 4.5 percent to C$40.20.

[oligator25]

Potash Pricing


http://westernpotash.com/demand-drivers

[NekamaDan5]

Antwort auf Beitrag Nr.: 34.117.324 von oligator25 am 17.05.08 17:50:55

Salli,
Potash,Monsanto,Agrium...

Mich interessiert nur eines im Monet,sind welche unter euch in Knock Out Calls investiert,insbesondere eben bei Potash ?

Vielleich hab ich ja einen interessanten Schein übersehen,...
Wichtiges Kriterium ist Open End,sind aber eh fast alle.

[heiti33415]

Trigon acquires 50% interest in Intercontinental Potash Corp.
GOLDEN (DENVER), CO, May 26 /CNW/ - Trigon Uranium Corp. (TSX-V:TEL;
"Trigon" or the "Company"), a company involved in the acquisition and
exploration of Uranium properties in the United States South West is pleased
to announce it has acquired a 50 per cent interest in Intercontinental Potash
Corp. ("Intercontinental Potash"), a private Canadian company.
Intercontinental Potash holds a 100 per cent interest in U.S. Potash
Corp., a Colorado Corporation. U.S. Potash Corp. holds interests in Federal
United States Department of the Interior prospecting permit applications in
respect of potash and potash-related mineral exploration and development. U.S.
Potash Corp. also holds interests in various State exploration and mineral
lease applications in respect of potash and potash-related minerals. The
federal and state applications for potash-prospective lands amount to
approximately 86,000 acres. U.S. Potash Corp. may also acquire certain fee
lands (private lands) held where there may be prospectivity for potash and
potash-related minerals.
It is intended that Trigon will provide to Intercontinental Potash and
U.S. Potash Corp, management services in respect of: (i) exploration and
development land acquisition and management, (ii) geological and exploration
planning and execution services, and (iii) financial and administrative
services to Intercontinental Potash and U.S. Potash Corp. The permits and
leases which are being processed and reviewed by the regulators are currently
in respect of lands located in the "Four Corner States" where Trigon has
focused its Uranium exploration and development activities, from its Golden,
Colorado office. Trigon believes that it has considerable business and
geological capabilities in these states. The Four Corner States include Utah,
Arizona, Colorado, and New Mexico. Intercontinental Potash may acquire
additional potash exploration and development lands located in other regions
of the United States or outside of the United States.
Intercontinental Potash Corp. is currently being funded by private
investors. It is intended that subsequent to the completion of the next
financing of Intercontinental Potash Corp. that Trigon Uranium Corp. will
receive an option to maintain its 50 per cent interest in Intercontinental
Potash Corp.

About Intercontinental Potash Corp.

Intercontinental Potash is a Canadian private company involved in the
acquisition, exploration, and development of potash and potash-related mineral
lands in the United States Southwest. Intercontinental holds a 100 per cent
interest in U.S. Potash Corp., a Colorado Corporation holding interests in
various State exploration and mineral lease applications in respect of potash
and potash-related minerals amounting to approximately 86,000 acres located in
the "Four Corner States".

About Trigon Uranium Corp.

Trigon Uranium Corp. is a uranium exploration and development company
focused on the known deposits of the United States South West. This region has
produced over one billion pounds of uranium. Trigon has a highly qualified
team of uranium exploration experts located in Canada, Utah, and Colorado to
direct its exploration and development efforts in the United States South
West. Trigon's strategies include the development of advanced uranium
projects, entry into uranium mining on an expeditious basis, and opportune
acquisitions of Uranium development properties. The company's operations are
focused from its Golden, Colorado office. Trigon has made an investment in
Intercontinental Potash Corp., a company involved in the acquisition,
exploration, and development of potash and potash-related mineral lands in the
United States Southwest. The company's shares trade on the TSX Venture
Exchange under the symbol "TEL".

Should you wish to receive Company news via email, please email
[e-mail] and specify "Trigon News" in the subject line.

The TSX Venture Exchange has not reviewed and does not accept
responsibility for the adequacy or accuracy of this release. This release
includes certain statements that may be deemed "forward-looking statements".
All statements in this release, other than statements of historical facts,
that address future developments that the company expects to occur, are
forward-looking statements. Although the company believes the expectations
expressed in such forward-looking statements are based on reasonable
assumptions, such statements are not guarantees of future performance and
actual results or developments may differ materially from those in the
forward-looking statements. Factors that could cause actual results to differ
materially from those in forward looking statements include market prices,
exploitation and exploration successes, and continued availability of capital
and financing and general economic, market or business conditions. Investors
are cautioned that any such statements are not guarantees of future
performance and actual results or developments may differ materially from
those projected in the forward-looking statements. The Company does not assume
any obligation to update or revise its forward-looking statements, whether as
a result of new information, future events or otherwise.



/For further information: please visit www.trigonuraniumcorp.com or
contact: CHF Investor Relations: Jeanny So, Director of Operations, T: (416)
868-1079 x 225, [e-mail]; Jacqueline Wagenaar, Account Manager, T:
[phone] x 289, [e-mail]/

[heiti33415]

Quelle: http://www.cnxmarketlink.com/en/releases/archive/May2008/26/c4137.html

[1erhart]

09.06.2008 15:24
Potash neues Kursziel
Goldman Sachs erhöht Kursziel für Potash (News) von 235 Dollar auf 285 Dollar.
(© BörseGo AG 2007 - http://www.boerse-go.de, Autor: Hoyer Christian, Redakteur)

[LinusSun]

Hallo POT-Fans.

Habe Potash seit Ende Mai im Portfolio und aus diesem Grund interessiert Eure Postings gelesen.

Mein Berater hat mir POT ins Depot gelegt mit dem Hinweis, dass der Gewinn für das lfd. Quartal um 173% gesteigert werden soll... bin ja immer skeptisch bei so Hammerzahlen...

Habe z.Zt. 20% netto.. und das für 2,5 Wochen bei dieser Börse... Ich denke über einen Verkauf nach oder zumindest Stopp bei $220... findet das bei Euch POT-Fans Zustimmung und Kopfschütteln?

[DiegoDiggler]

Im Vergleich zu K+S ist der Anstieg bei Potash ja noch überschaubar. Bin aber selbst ohnehin immer nur mit kleinem Geld in KO-Positiönchen. Vielleicht nehm ich da demnächst mal wieder etwas raus und schalt im Hebel nen Gang höher. Für die nächsten Monate bin ich jedenfalls optimistisch!

[gongolo]

Antwort auf Beitrag Nr.: 34.326.408 von DiegoDiggler am 18.06.08 17:23:58

POT is a no-brainer!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

[Videomart]

20.06.2008 07:58:08 (AKTIENCHECK.DE)

Potash neues Kursziel
Rating-Update: Toronto (aktiencheck.de AG) - Die Analysten von RBC Capital Markets stufen die Aktie von Potash (ISIN CA73755L1076/ WKN 878149) unverändert mit "outperform" ein. Das Kursziel werde von 300 auf 340 USD angehoben. (20.06.2008/ac/a/u)

Quelle:
aktiencheck.de

[Videomart]

Potash neues Kursziel
24.06.2008
UBS
Rating-Update:

Zürich (aktiencheck.de AG) - Die Analysten der UBS stufen die Aktie von Potash (ISIN CA73755L1076 / WKN 878149) unverändert mit "buy" ein. Das Kursziel werde von 250 auf 285 USD angehoben. (24.06.2008/ac/a/u)

http://www.aktiencheck.de/artikel/analysen-Updates-1765735.h…

[tonci]

Hallo zusammen!

Ich war bisher nur stiller Leser hier im Forum.
Ich bin seit ca. 1 Monat hier angemeldet.

Somit ein `Hallo`an die User hier.

Bald kommen die Q2-Zahlen von Pot, die sollten sehr gut.
Ich bin schon sehr gespannt.

Gruß

tonci

[HAKTIONAER]

Antwort auf Beitrag Nr.: 34.504.858 von tonci am 14.07.08 19:43:57

Grüß dich tonci.

In letzter Zeit gibt es nicht viel zu lesen in dem Forum. Die Aktuelle Kriese scheint alle ziemlich müde gemacht zu haben.

Immerhin hält sich unsere Potash gut.

Weißt du wann die Q2-Zahlen kommen sollen?

[bojhan]

Potash hält sich echt noch ganz gut.

Eigentlich sollte man nachkaufen. Scheinen ziemlich Konjunkturrobust zu sein.

[tonci]

Antwort auf Beitrag Nr.: 34.520.955 von HAKTIONAER am 16.07.08 15:50:03

Hallo HAKTIONAER,

die Zahlen kommen nächste Woche am Donnerstag, den 24 Juli.
Ich hoffe die bewirken wieder positive Stimmung.
Bei Yara haben nämlich die sehr starken Zahlen nichts gebracht, sogar Kursverluste.
Einige Analysten meinten der neue Zukauf wäre ungünstig.

Gruß

Tonci

[HAKTIONAER]

Antwort auf Beitrag Nr.: 34.541.172 von tonci am 18.07.08 19:59:28

Danke tonci.

Deshalb jetzt die Ruhe, alles wartet auf die Zahlen.
Ich gehe davon aus das die positiv ausfallen.

Auf steigende Kurse!

[heiti33415]

Ein sehr guter und bekannter Börsenbrief empfiehlt dringend den Einstieg in einen SHORT-K.O......die haben sogar nachgekauft!!!

[Gadal]

Antwort auf Beitrag Nr.: 34.560.953 von heiti33415 am 22.07.08 15:39:26

Quelle bitte!

[gongolo]

Antwort auf Beitrag Nr.: 34.561.402 von Gadal am 22.07.08 16:19:31

Weiterhin turmhohe Verluste bei Potasche-Aktien und ihren Verwandten.................
Nix wie cash sichern Leute-die Kurse sind viel zu hoch,

[gongolo]

Antwort auf Beitrag Nr.: 34.570.211 von gongolo am 23.07.08 15:45:25

Die Ergebnisse morgen!!!!!!!!!!!!!
Werden die verluste für POT-Aktie ähnlich stark wie nach den YARA-Zahlen????????????????????

[gongolo]

Antwort auf Beitrag Nr.: 34.570.211 von gongolo am 23.07.08 15:45:25

Mit POT-Aktien kann man inzwischen leider sehr viel falsch machen.
Gutes Unternehmen, aber die Kurse werden weiter purzeln-nolens volens

[gongolo]

Antwort auf Beitrag Nr.: 34.570.211 von gongolo am 23.07.08 15:45:25

Warum?
Die Profis sammeln Gewinne ein

[ThorVestor]

Antwort auf Beitrag Nr.: 34.570.520 von gongolo am 23.07.08 16:13:25

Sammelst du Postings

[1erhart]

Antwort auf Beitrag Nr.: 34.570.898 von ThorVestor am 23.07.08 16:41:45

Sieht so aus, kann den Quatsch nicht lesen, denn er steht seit längerer Zeit auf IGNORE bei mir.

[ThorVestor]

[derwolf46]

das schlachtfest hat begonnen, da kann man noch was holen, die hat nocht richtig fett an den rippen.

die wird sich auch noch halbieren.

[santakl]

15:57 POT Potash and Terra Industries Earnings Preview (198.88 -17.17) -Update-

POT and TRA are due out with Q2 earnings tomorrow before the open with a conference call set for 1:00pm ET for POT and 3:00pm ET for TRA. Current consensus for POT is for Q2 EPS of $2.61 (above the co's guidance of $2.20-2.50 given in its last earnings release on April 24th) on revs of $2.55 bln; FY08 EPS of $11.67 on revs of $10.57 bln. Current consensus for TRA is for Q2 EPS of $1.22 on revs of $837 mln; FY08 EPS of $4.45 on revs of $2.9 bln. Guidance: POT guided last quarter an FY08 EPS of $9.50-10.50 vs at the time consensus of $8.84 (current FY08 consensus is $11.67)... Recently we have been seeing fertilizer stocks move lower as crude has pulled back over the past couple of weeks, as well as a move higher in the dollar recently. Fertilizer stocks are not the only commodity-related group to take a hit as crude declines, but an additional catalyst that has contributed to the decline in the fertilizer group has been weakness in corn prices recently. Tomorrow for example, POT will likely raise guidance, but that is largely due to higher selling prices that are not currently in POT's FY08 EPS guidance given when the co last reported... Segment revenues for POT are: Potash (33%), Nitrogen (34%) and Phosphate (33%), while TRA's segment revs are as follows: 97% Nitrogen, 2% Methanol and 1% Other. So as you can see, TRA is primarily a nitrogen play. POT has a history of typically beating estimates, and by looking at the last four quarters, we can see the co beat in three of the four prior quarters as Q3 last year missed by $0.06. In the most recent quarter, POT beats earnings by $0.22 and issued upside FY08 EPS guidance and in-line Q2 EPS guidance. As a result, the stock fell 5.4% that day. In the quarter before POT beat by $0.13 and provided upside FY08 EPS guidance, but on the results, the stock fell 3.1% that day... TRA has a history of reporting mixed results with a range in the last four quarters of a miss of $0.06 to a beat of $0.13. Despite reporting a beat in the prior two quarters, the stock fell on the results. Last quarter, TRA beat by $0.13, and the stock fell 2.3% on the results, while the quarter before (Q4), the co beat by $0.02 and the stock fell 5.4% on the results. In last Q3 however, TRA beat by $0.02 causing the stock to pop a modest 0.85. Lastly, in last year's Q2, the co missed by $0.06, and the stock fell 7.2%. TRA does not guide, so the primary move in the stock is typically on EPS. However, as you can see, TRA beat last quarter by $0.13, but fell 2.3%. TRA released results ~5 minutes after POT released results last quarter, which had an effect on TRA's stock since POT is the benchmark stock for the group. POT on the other hand, will see it's stock move not on EPS results, but more on its guidance, as well as the effect on the strike potential at its Patience Lake, Corey and Allan mine operations. The United Steelworkers provided a 48-hour strike notice this morning. POT says there has been no labor stoppage thus far... Secondary plays: MOS, AGU, CF, TNH IPI, SQM... Technical Levels of Interest for POT: Please see chart for the Levels of Interest. For technical levels of interest for TRA, click here. (Note that the length of horizontal line correlates with strength of support or resistance level) (TRA) (PVIEW)

[santakl]

Antwort auf Beitrag Nr.: 34.575.844 von santakl am 24.07.08 10:43:34

Potash Corp of Saskatchewan
PotashCorp Surpasses Previous Quarterly Earnings Record by Over

60 Percent

Listed: TSX, NYSE Symbol: POT

SASKATOON, SK, July 24 /PRNewswire-FirstCall/ - Potash Corporation of Saskatchewan Inc. (PotashCorp) today reported record second-quarter earnings of $2.82 per share(1) ($905.1 million), a 220 percent increase over the $0.88 per share ($285.7 million) earned in last year's second quarter. This represents the highest quarterly earnings in company history - 62 percent above the record $1.74 per share ($566.0 million) set in first-quarter 2008 - and reflects rising global fertilizer demand and the impact of significantly higher prices for potash, nitrogen and phosphate products. Record quarterly gross margin of $1.4 billion was up 187 percent from the $501.4 million generated in the second quarter of 2007, with all three nutrients making record contributions. Earnings for the first six months of 2008 were $4.54 per share ($1.5 billion), more than triple the $1.50 per share ($483.7 million) earned in the first half of last year and higher than the record $3.40 per share ($1.1 billion) earned for the full year 2007. First-half gross margin reached $2.3 billion, compared to $871.1 million in the first six months of 2007, and has already exceeded the record full-year total of $1.9 billion set last year. Cash flow from operating activities prior to working capital changes(2) reached $1.1 billion for the quarter and $1.7 billion for the first six months of 2008, compared to $473.7 million for the second quarter of 2007 and $756.7 million for the first half of that year. Earnings before interest, taxes, depreciation and amortization(2) in the quarter grew to $1.4 billion from $496.4 million in last year's second quarter, raising first-half EBITDA to $2.2 billion compared to $877.4 million in the same period of 2007. This strong performance was enhanced by our offshore investments in Arab Potash Company Ltd. (APC) in Jordan, Sociedad Quimica y Minera de Chile S.A. (SQM) in Chile, Israel Chemical Ltd. (ICL) in Israel and Sinofert Holdings Limited (Sinofert) in China, which added $94.0 million to our before-tax earnings in the quarter. Year to date, these investments have contributed $117.4 million to our other income and the total market value of our investments today is $9.8 billion, roughly equivalent to $30 per PotashCorp share. "This quarter established a new standard of performance for our company," said PotashCorp President and Chief Executive Officer Bill Doyle. "We are experiencing strong growth in demand and are capturing the value of higher prices in all three nutrients, especially in potash. With farmers around the world striving to maximize yields and placing a priority on fertilization, this quarter provided a glimpse of the future potential of our company."

[santakl]

Antwort auf Beitrag Nr.: 34.573.221 von derwolf46 am 23.07.08 21:23:39

heute nicht

DOW JONES NEWSWIRES
July 24, 2008 6:49 a.m.

DOW JONES NEWSWIRES

Potash Corp. of Saskatchewan (POT) has again raised its annual earnings guidance following record earnings in the second quarter on the back of rising global fertilizer demand and significantly higher prices for potash, nitrogen and phosphate products.

The Saskatoon, Sask. fertilizer company earned $905.1 million or $2.82 a share, up from $285.7 million or 88 cents a share a year earlier.

Sales jumped to $2.62 billion from $1.35 billion.

The Thomson Reuters mean estimate was for earnings of $2.61 a share on revenue of $2.55 billion. The company itself had been projecting second-quarter earnings of $2.20-$2.50 a share.

Quarterly potash gross margin of $886.4 million, was well ahead of the $260.4 million recorded a year earlier. Potash sales volumes in the quarter jumped to 2.7 million metric tons, the second highest in its history.

The company's nitrogen segment generated a record $210 million of gross margin in the quarter, up 46% from a year earlier, while its phosphate gross margin jumped to a record $340.9 million from $96.8 million a year earlier.

Potash Corp. said fertilizer demand remained strong in the quarter, fueled by the global need to increase food production and by supportive crop commodity prices. The resulting tight fertilizer supply/demand fundamentals impacted all three nutrients in the quarter.

When the company released first-quarter results, it sharply raised its full-year earnings forecast to a range of $9.50-$10.50 a share from its previous view of $6.25-$7.25.

Potash Corp. is now projecting earnings for the year of $12-$13 a share. Third-quarter earnings are projected at $3.25-$3.75 a share.

Potash Corp. recently announced plans to add 2.7 million metric tons of potash capacity at three of its Saskatchewan facilities at a combined cost of about $1.6 billion. The expansion will bring its operation capacity to 18 million tons by the end of 2012.

The company said capital spending is expected to total about $1.4 billion for 2008.

"The current operating environment provides an opportunity to deliver record res lts, but more importantly gives us the ability to reinvest our strong cash flow or sustainable growth in the future," Chief Executive Bill Doyle said.

Earlier this week, members of three locals of the United Steeworkers union voted more than 96% in favor of taking strike action against the company if no progress is made toward a collective agreement. The union, representing 500 workers at three mine sites, said it's aiming to achieve "a fair settlement during a period of skyrocketing demand for potash."

Potash Corp. is the world's largest producer of potash, nitrogen and phosphate products for the fertilizer, feed and industrial markets.

-Judy McKinnon; 416-306-2100; [e-mail]

[santakl]

Antwort auf Beitrag Nr.: 34.577.655 von santakl am 24.07.08 13:31:21

oder vielleicht doch

Potash Corp. Cut To Sector Perform From Outperform By Scotia >POT

[HAKTIONAER]

Antwort auf Beitrag Nr.: 34.578.450 von santakl am 24.07.08 14:50:07

ich kann auch kaum glauben das der kurs bei so einem spitzen Q ergebniss sinckt.

aber wenn ich mir die konkurrenten wie yara oder k+s anschaue dann komme ich zu dem schluß das es für POT auch trotz der super zahlen deutlich runter gehen könnte. das ist eben börse..........

[santakl]

Antwort auf Beitrag Nr.: 34.578.533 von HAKTIONAER am 24.07.08 14:59:13

Potash reports another record quarter( 203.50 )

Thu Jul 24, 2008 09:12AM ET
The company reported $2.82 per share, which beat estimates by $0.22, and was 220% higher YoY. The revenue beat was modest as the company reported $2.62 bln for the quarter, 93.7% higher YoY, vs. the $2.55 bln consensus. This beat came on continued price increases in potash, phosphate and nitrogen, which is stemming from strained global inventories in grain. The need for additional grain production isn't going away anytime soon as global inventories of grain remain at historic lows and going forward, this will continue to support high fertilizer prices and therefore continue contributing to gross margins. Once again, the company reported record gross margins, which came in at $1.4 billion for the second quarter, 187% higher YoY, while first-half gross margins hit $2.3 billion and has already exceeded the full-year gross margins of $1.9 billion reported in 2007. During the quarter, price increases in nitrogen and phosphate were supported by China's 35% tax on nitrogen and phosphate exports, which was implemented to protect its own supply. Global potash inventories remained at historically low levels at the end of the second quarter as North American producers reported inventory 41% below the five year average and this is occurring right before upcoming summer maintenance shutdowns, which is supportive of potentially higher potash prices going forward. Segment margins increased substantially during the quarter as potash margins increase 240%, while the price per-tonne in North American potash climbed 122% YoY to $403 and the offshore price climbed 192% to $417. Phosphate margins rose to a record $340.9 mln, growing 252% as YTD gross margins have already exceeded the full-year 2007 margins. Realized prices rose 145% YoY to $961 per tonne. Nitrogen margins also hit a record of $210 million, which is 46% higher YoY, while realized prices for ammonia increased 70% and urea prices rose 50%.Despite the delayed spring season, urea surprisingly rose 6%, while ammonia volumes fell by 25%. Looking ahead, the company raised FY08 EPS guidance to $12.00-13.00 vs $11.67 consensus, up from prior $9.50-10.50 guidance. However, the raised guidance, although significant, was not too surprising as the company had not factored in higher selling prices from the last guidance was issued. Also, POT issued Q3 EPS guidance of $3.25-3.75 vs $3.27 consensus. Considering that POT is the benchmark leader for the fertilizer group, it adds additional pressure for the company to continue to exceed consensus given the street has factored in such high expectations for the company. Overall, we believe the company in a long-term bull cycle and would view near-term weakness in its shares as buying opportunities for a long-term stock to hold. The stock is trading around $203.50 in pre-market action. Note that Scotia Capital just downgraded Potash (POT) and Agrium (AGU) this morning to Sector Perform from Outperform.

[santakl]

Antwort auf Beitrag Nr.: 34.578.533 von HAKTIONAER am 24.07.08 14:59:13

stimmt, scheinen halt doch sehr viele spekulanten drinnen zu sein, die werden jetzt rausgespült.

[pavement]

mmhh, geht aber ganz schön runter gerade.

[santakl]

Antwort auf Beitrag Nr.: 34.578.533 von HAKTIONAER am 24.07.08 14:59:13

briefing.com gibt eine verkaufsempfehlung

NBT Update: Selling Positions in POT, MOS & GLBL

Thu Jul 24, 2008 10:26AM ET
The fertilizer industry has witnessed one of the strongest upcycles over the past few years in its history as shrinking global grain and oilseed supplies lift prices and boost plantings. We believe this "Agflation" trend has a multi-year time horizon as it will take several years for the global food chain to adjust to dietary changes influencing demand. As profits have escalated, so too has expectations. At this point, we think there is significant risk that the buyers have essentially been exhausted on this overcrowded trade, increasing downside risk. As such, we are exiting our positions in Potash (POT) and Mosaic (MOS) from The Next Big Thing portfolio. Sector rotation out of commodities into Financials, as well as other sectors, is in full swing. Given heightened expectations, results will eventually fall short. The recent sell-off in the group is certainly not fundamentally-driven as the fertilizer group still has solid fundamentals in its favor. The long-term upcycle is likely to continue as low global grains inventories remain at historically low levels, which has caused the need for higher grain production. Rising production needs have been a major catalyst, as well as recent flooding in major crop producing regions, in moving corn prices to new highs - up until approximately two weeks ago. Declines in corn prices have come on ideal weather during the growing season. The drastic sell-off in corn prices has been excessive in our view. We do not believe that this is the end of high corn prices, and the next catalyst, which will likely be bullish for corn prices is the USDA's next supply/demand report and crop production report, which will be released on August 12th. We would consider reentry if the group becomes oversold. We are selling 25% position in POT and MOS at $206 and $127. Along with this rotation theme, we are also removing Global Industries (GLBL), selling 50% at $12.70. Even though fundamentals remain quite strong, the lack of near-term catalysts, potential project delays, coupled with negative sentiment in energy are likely to continue to weigh on the stock. GLBL's bidding activity remains robust internationally with worldwide opportunities of $4.4 bln at the end of the first quarter. We will look to get back into this name if/when crude stabilizes and finds a new price deck. We continue to hold a favorable fundamental view based on the turnaround potential in West Africa, robust backlog and strategic competitive position, as well as increased work in Latin America from NOCs, Pemex and Petrobras (PBR) which hold considerable long-term growth potential.

[digithali]

Die Börse handelt die Zukunft und die bedeutet in diesem Fall "besser gehts nicht!" ... und darum gibt es nun auch kein Kursfeuerwerk

[KATZENHASSER]

Antwort auf Beitrag Nr.: 34.579.932 von digithali am 24.07.08 17:14:04

sell on good news

[DiegoDiggler]

...und wenn man gehebelt dabei ist, muss man auch nicht woanders Achterbahn fahren! Ein heißer Tanz...

[bizwo]

Erstes Kursziel 185 USD !!!

Kurzfristig geht es erstmal nach unten. Genauso überhitzt gewesen, wie K+S, Yara etc.

[Raibabänker]

Wenn zu viele Zocker in einer fundamental guten Aktie sind, dann ist diese Aktie eine Zockeraktie.

Hat jemand von euch einen Chart von Kali?

[santakl]

zusammenfassung vom conference call

POT Potash conf call summary (197.38 -3.31) -Update-

Co says higher potash prices have not had an impact on demand. As farmers recognize they still generate significant returns on their potash investment. Phosphate and nitrogen markets are feeling the impact of increasingly tight demand and higher prices. Demand is being driven by the need to increase food production. The supply side for these two nutrients is becoming a challenge as many producers are facing higher costs for key inputs including phosphate rock, sulfur and natural gas. Producers have raised prices for fertilizer, animal feed and industrial products. For our company which has an integrated supply and lower cost natural gas contracts to fuel our Nitrogen production in Trinidad this presents an opportunity to capture greater margins on our products. Co says they do not see any evidence of demand destruction, but rather the co says they see increasing demand. Co says they have so much demand it exceeds supply. Co says a sustainable growth rate for potash is around 3%... although co says growth rates have been higher in the past. Co says they are expecting more corn acres next year, maybe 93 mln acres in corn. Co believes carryout will remain low, and corn prices high. POT says that a $100 increase in potash prices is only a $0.03 per bushel hit in corn to the farmer's expenses... therefore, farmers still have incentive to buy potash fertilizer even after price increases. Co says as of now, they do not see a peak in their business. Co says, in China, the government now is looking at freeing up the potash market because clearly they're dependent on imported potash and they know without proper potash application, they're not going to be be able to grow the grain they need to feed both people and animals. So they've also talked about direct subsidies introduction on Potash to farmers. So China, POT thinks, is going to come back in 2009 with a very strong demand year and they also think that they will be coming into market here before the end of 2008 to begin those discussions. So global demand for Potash is going to continue to put potash in a short situation and POT doesn't see that changing into 2009. Co says we're going to continue to be on allocation in all markets. Co says with the delayed season, we still had very good demand for potash, nitrogen and phosphate... says there probably was a little bit of carry over of all three nutrients but people kept buying through the quarter in regards to potash. Phosphate demand still looks very good. The co's new liquid prices are up considerably year-over-year and the same situation there, nobody's giving the company back any potash. Co says they've seen nitrogen values really catch on fire the last couple of weeks with India finally back in the urea market, year seeing record prices in North Africa, Middle East. Co says their best guess for China imports this year for potash, at the current time is 6 mln down from 9.3 mln in 2007. Co says, as you know, China wanted more. They couldn't get it. This is why the co is saying that even if they revert to 2007 demand, you're going to have a big push in 2009. That's why we're coming to the market early and you're going to have continued pressure in potash. Co says in terms of Brazil, very strong market. Exceptionally strong so far this year. Prebuying is impossible. The co's guess is that Brazil will be 7 mln plus this year if they could get the tonnage. Regarding the strike and guidance, the co says they want to confirm for everyone that the financial guidance that they've given for the total year 2008 contemplates possible different outcomes both in product prices and if there was to be any kind of job action... says "that guidance does reflect our best guess that the outcome will be over the course of the year." POT says the one thing that we won't do is destroy our cost structure. Co says "we will not become a high-cost producer of potash... says we don't want to end up like one of the Airlines or a Detroit automaker which lost their way and became uncompetitive... so hopefully we're not gonna have a work stoppage."

[santakl]

Antwort auf Beitrag Nr.: 34.585.868 von santakl am 25.07.08 12:28:25

POT Potash: Credit Suisse says they would add to positions in POT on this pullback (194.00 ) -Update-

Credit Suisse notes POT reported Q2 results, with potash and phosphate margins well above their estimates. Firm says they would add to positions in POT on this pullback, noting upward pressure on fertilizer prices remains very strong as supply/demand balance remains tight. They say talk of "demand destruction" is not consistent with what they are seeing in any of the major regions, nor with farm economics. Firm increased their full year EPS to $12.23 from $11.30 and 2009 EPS to $20.67 from $19.13.

[tonci]

Hallo zusammen!

Heute verliert Potash recht viel.
Öl genauso!

Ich bin long investeiert (bei Potash + K+S), aber was momentan mit Firmen angestellt wird (runterprügeln)
die Gewinne erwirtschaften, ist nicht zu glauben!

Gruß

Tonci

[opiping]

Hi,
mach dir keine Sorgen.
lies mal diesen Bericht, dann kannst Du dir ausmalen, wieviel
Düngemittel in der Zukunft benötigt werden.
Was die Scheichs da vorhaben, man o man...
klick mal hier:
http://www.goldseiten.de/content/diverses/artikel.php?storyi…
mfg opi

[opiping]

Hi...
Stop mal, das war der verkehrte Link.
Hier gehts lang.
http://www.goldseiten.de/content/diverses/artikel.php?storyi…

[tonci]

Antwort auf Beitrag Nr.: 34.645.189 von opiping am 04.08.08 18:36:42

Hallo opiping !

In diesem bericht geht es um Gold.
Ich kann da nichts positives zu Agrar erkennen.

Hast du eventuell den falschen Bericht als Link reingestellt?

Gruß

Tonci

[opiping]

Antwort auf Beitrag Nr.: 34.645.211 von tonci am 04.08.08 18:39:58

schau mal auf #123
eins vorher.

[tonci]

Antwort auf Beitrag Nr.: 34.645.240 von opiping am 04.08.08 18:43:39

Hallo opiping !

Danke.
Ich habe es mir gerade durchgelesen.
Das Vorhaben ist jedenfalls sehr groß.
Wenn man mehr Ackerfläche zur Verfügung hat, dann
sollte man auch eine größere Ernte haben.
Somit auch fallende Weizen, Soja- Preise!
Es muss nicht mehr so viel und intensiv gedüngt werden, da
man ja nicht aus einer begrenzten Ackerfläche viel rausholen muss.

Ich weiß nicht ob dies gleich so positiv zu werten ist.

Wie siehst du das? Analysen/Meinungen?

Gruß

Tonci

[opiping]

Antwort auf Beitrag Nr.: 34.645.320 von tonci am 04.08.08 18:54:05

Hi,
Du vergisst die wachsende Erdbevölkerung, die explodierende landwirtschaftliche Intensiv-Bewirtschaftung und die steigenden Einkommen der Schwellenländer.
Um eine landwirtschaftlich genutzte Fläche rentabel zu bewirtschaften, muss zwangsläufig immer nachgedüngt werden,
sonst geht der Ernteertrag stark zurück.
mfg opi

[derwolf46]

So wie es ausschaut hat man hier auch die höchstestände gesehen für lange Zeit. Der Kalipreis wird bestimmt auch nicht in den Himmel wachsen wie es und wieder vogegaukelt wird.

Mit 60Mrd. Marktkpitalisierung für einen Düngemittel Hersteller ist schon ganz ambitioniert.

[tonci]

Hallo zusammen.

Hat jemand Nachrichten gefunden?
Sind nun 10 % Prozent Verlust heute!
Vor ein paar Wochen gab es eine Gewinnanhebung.

Gab es heute eine Gewinnwarnung?

Dies verstehe ich nicht ganz?

Gruß

[santakl]

Antwort auf Beitrag Nr.: 34.646.308 von tonci am 04.08.08 21:15:43

Commodity related stocks set fresh lows in final hour of trading

Today's sharp selloff in commodity related groups is not letting up at all, with the groups moving to fresh lows in the final hour of trading. Ag (TRA -14.4%, POT -12%, AGU -10.9%, CF -9.5%), energy (OIH -6.2%, XLE -5.0%), coal (KOL -9.6%, WLT -16.9% ACI -11.1%, BTU -8.4%) and steel (SLX -6.3%, STLD -10.1%, AKS -9.7%, X -9.1%) all continue to get dumped in today's mass exodus out of anything commodity related. See our 12:40 Floor Talk (TALKX) comment for further color on today's move in commodity related futures & stocks.

[derwolf46]

da platzt gerade wieder eine Illusion.

da schmeißen sie ja was das Zeug hält.

bei 100 dollar bin ich auch wieder dabei.

[Oliver009]

Antwort auf Beitrag Nr.: 34.654.841 von derwolf46 am 05.08.08 20:44:36

Das wir gerade einen sich scheinbar immer weiter verstärkenden Abwärtstrend sehen fürchte ich auch. Die Stimmung scheint jedenfalls richtig schlecht zu sein, ich hätte jedenfalls nicht gedacht das wir die 170 heute noch von unten sehen.

[santakl]

TORONTO, Aug 5 (Reuters) - The Toronto Stock Exchange's main index slumped nearly 2 percent on Tuesday, battered by tumbling resource shares that followed commodity prices lower.

Weak prices for oil and gold set the tone early in the day with the index tumbling more than 300 points shortly after the opening bell.

With just three out of the TSX's 10 main sectors pushing lower, the materials sectors accounted for the bulk of the day's declines. Potash Corp of Saskatchewan was the biggest drag on the benchmark, falling 12.8 percent, while in the oil patch Canadian Natural Resources dropped 7.7 percent.

The large financial sector benefited from the drop in resource groups as investors opted to put their money in banks instead. Bank of Montreal rose 4.6 percent.

"The money's roaring out of commodities into financials," said Sal Masionis, a stockbroker at Brant Securities. "Anything to be not in the mining or energy sectors."

"We've had a huge run in commodities over the last five or six years, and we don't know it's the end, but it certainly is a major, major change of psychology."

The S&P/TSX composite index <.GSPTSE> closed down 254.33 points, or 1.88 percent, at 13,242.20, after hitting a session low of 13,130.54.

The price of oil fell to a three-month low as Tropical Storm Edouard hit the Texas coast without causing any major disruptions to U.S. energy operations. Oil settled down at $119.17 a barrel, after falling as low as $118.00 earlier.

Amid widespread losses in commodities, gold also tumbled as the U.S. dollar firmed and the U.S. Federal Reserve decided to hold interest rates steady.

On Bay Street, the materials and energy sectors shed 8.6 percent and 5 percent respectively. Inmet Mining lost C$5.25, or 8.5 percent, to C$56.83, while Canadian Natural Resources was down C$6.28 to C$75.00.

Agriculture stocks also lagged, with fertilizer producer Potash Corp falling C$26.49 to C$180.50 and rival Agrium sliding C$6.99, or 7.8 percent, to C$82.78.

The financials group added 2.5 percent, with Bank of Montreal up C$2.17 at C$49.61 and Royal Bank of Canada gaining C$1.58, or 3.4 percent, to C$48.30.

Levente Mady, a broker at MF Global Canada in Vancouver, said that while he expects there will be more downside to come for commodities, he still prefers resource issues over the financials in the long term.

"The problems in the financials sector are here to stay and they will get worse before they get better," said Mady.

The only other sector that fell Tuesday was the small utilities sector, which was off 0.4 percent.

Shares of Air Canada jumped 56 Canadian cents, or 11.3 percent, to C$5.51 as Canada's largest airline benefited from the easing price of oil.

Other transportation stocks also benefited as oil slid below $120 a barrel, with Canadian Pacific Railway rising C$2.58, or 4.1 percent, to C$65.52. The industrials sector gained 2 percent.

Market volume was 439 million shares worth C$8.5 billion. Decliners outpaced advancers 968 to 612. The blue chip S&P/TSX 60 index <.TSE60> closed down 14.91 points, or 1.85 percent, at 790.23.

In New York, stocks rallied sharply on easing oil prices and after the Federal Reserve signaled it was not in a hurry to raise interest rates and left its benchmark rate unchanged at 2 percent, as expected.

The Dow Jones industrial average <.DJI> soared 331.62 points, or 2.94 percent, to close at 11,615.77, and the Nasdaq composite index <.IXIC> rose 64.27 points, or 2.81 percent, to 2,349.83.

($1=$1.04 Canadian) (Editing by Rob Wilson) (([e-mail]; [phone]; Reuters Messaging: [e-mail]))

[ThorVestor]

[gongolo]

Antwort auf Beitrag Nr.: 34.661.179 von ThorVestor am 06.08.08 16:07:53

Mit POT kann man wohl so einiges falsch machen.....

[gongolo]

Antwort auf Beitrag Nr.: 34.661.179 von ThorVestor am 06.08.08 16:07:53

POT ist ja auch gigantisch bewertet, selbst wenn der Gewinn noch um 30 % in 2008/2009 steigen sollte....
price target: 60 $ or less

[santakl]

Antwort auf Beitrag Nr.: 34.667.535 von gongolo am 07.08.08 11:00:33

hast du dir die gewinnschätzungen für nächstes jahr angesehen?

[derwolf46]

ja bei der aktie geht was ab, wenn es da so weiter geht sind wir in ein paar wochen bei null.

so kann man die leute auch verarschen.

mit kurszielen von 300-400dollar und dann fällt sie auf 50

aber irgendwann wird eine gegenbewegung kommen und da wäre ich gerne dabei, denn die wird bestimmt nicht ohne sein.

[santakl]

Antwort auf Beitrag Nr.: 34.703.195 von derwolf46 am 11.08.08 20:22:42

dann geh short

[derwolf46]

Antwort auf Beitrag Nr.: 34.703.343 von santakl am 11.08.08 20:40:06

bei der ausgebombten aktie short gehen das ist selbstmord.

[tonci]

Potash Corp.

Hallo,

Der Chart von Potash verschlechtert sich immer mehr.
Nun notiert die Aktie sogar unter der 200 Tagelinie.

Um was gehts eigentlich in den Streiks genau?
Mehr Geld für die Arbeiter, wo ist das Problem?

Man wird sie doch angemessen entlohnen können oder fährt Potash eine andere Schiene?

Der Ausfall könnte später zu starken Engpässen führen!
Womit das Gesprächsthema "Preis" neu entfacht werden wird.
Ich hoffe auf einen starken Up-Move dann.
Dem Unternehmen ist deutlch mehr zuzutrauen als es der jetztige Aktienkurs
widerspiegelt.

Doch langsam frage ich mich, wann erkennen es die Anleger endlich?

Gruß

Tonci

[gongolo]

Antwort auf Beitrag Nr.: 34.703.812 von tonci am 11.08.08 21:40:59

Die Agrarpreise sind zudem auf dem Rückzug--
POT wird die Kurse von 2003 wiedersehen-die kali-Blase ist am Platzen
90% Kursrückgang!!!!!!!!!!!!!mindestens
Jeden Tag minus 5-10% Wahnsinn
Anleger wollen Düngemittelaktien los werden
raus raus raus heisst die Devise

[gongolo]

Antwort auf Beitrag Nr.: 34.703.195 von derwolf46 am 11.08.08 20:22:42

ja Analystenverarsche läuft so-und GoldmanSachs sackt wieder mal ein
Kursziel 400 $, dann 50$ dann 27$ dann null...
Kali gibts reichlich,die Menschheit wächst zwar aber das ist kein Grund für POT-Kurse von 400$ etc....

[derwolf46]

Antwort auf Beitrag Nr.: 34.706.365 von gongolo am 12.08.08 10:38:17

wenn alle raus wollen, dann muß ich rein
gebt nur alles her, ich warte

aber beeilt euch, ab morgen braucht die menscheit keinen dünger mehr. keine palmplantagen, keine sojabohnen, kein zuckerrohr, kein biodiesel, ist alles vorbei und die Saudis wollen die wüste garnicht fruchtbar machen.

übrigens der kali preis wird nicht an der börse gemacht.

[uraltkali]

Antwort auf Beitrag Nr.: 34.706.430 von gongolo am 12.08.08 10:43:36

"""""""Kali gibts reichlich""""""


aber nur wenige können es holen (fördern)!!!!

glück auf!#
uraltkali

[gongolo]

Antwort auf Beitrag Nr.: 34.707.166 von derwolf46 am 12.08.08 11:43:32

Stimme in allen Punkten zu.

[gongolo]

Antwort auf Beitrag Nr.: 34.707.166 von derwolf46 am 12.08.08 11:43:32

Trotzdem gibts ne Kaliblase.
Schweineblasen werden ja auch nicht an der Börse gehandelt-trotzdem gibts sie.

[gongolo]

Antwort auf Beitrag Nr.: 34.713.548 von uraltkali am 12.08.08 23:38:19

Wenn dem so ist - warum habens die shorties so leicht den Kurs soo runterzuprügeln?
bzw. Wo bleibt die starke Gegenbewegung der Fundamentalisten?
....oder is nix sischer-am Ende?
Angst hat Gründe...
...aber du kannst ja schon mal mit Zukaufen der POT-shares anfangen.
....oder warum zögerst du?-doch Angst vor nem landslide????

[Karlll]

Antwort auf Beitrag Nr.: 34.714.840 von gongolo am 13.08.08 09:47:48

Da ist sie doch schon, die starke Gegenbewegung.

Karlll

[tonci]

Antwort auf Beitrag Nr.: 34.714.840 von gongolo am 13.08.08 09:47:48

Hallo gongolo,

Die Gegenbewegung hat gestern eingesetzt und
hat sich heute noch mehr verstärkt.

Gruß

Tonci

[tonci]

Heute haben fast alle Rohstoffe einen großen Satz nach oben gemacht.
Energie, Edelmetalle, Industriemetalle und Agrarprodukte.

Konjunkdaten konnten nicht begeistern,
deshalb haussieren heute Rohstoffe.

Die Düngemittelproduzenten haben heute einen kräftigen Schub nach oben bekommen.

Gruß

Tonci

[hansjoachimmueller]

Was ist, wenn der Streik bei POT in den nächsten Tagen beendet werden kann ... wird die K+S Rallye hier fortgesetzt ...

[tonci]

Antwort auf Beitrag Nr.: 34.785.638 von hansjoachimmueller am 20.08.08 22:44:35

hallo hansjoachimmueller,

ich habe keine glaskugel.
was glaubst du wohl?

gruß

tonci

[hansjoachimmueller]

Antwort auf Beitrag Nr.: 34.785.723 von tonci am 20.08.08 22:49:17

Ich denke POT hat einiges nachzuholen ... aber wissen kann ich das natürlich auch nicht, aber bei den Umsatzsteigerungen sollte eigentlich eher POT die alten Höchststände wieder sehen ... vor K+S.

[hansjoachimmueller]

An der NYSE +1,3% - das werden wir morgen früh sicher erstmal nachziehen ... und dann sieht man weiter ...

[uraltkali]

Antwort auf Beitrag Nr.: 34.786.639 von hansjoachimmueller am 20.08.08 23:49:41

hallo hjm,

""""""aber bei den Umsatzsteigerungen sollte eigentlich eher POT die alten Höchststände wieder sehen ... vor K+S. """""

warum?

k+s hat doch prozentual wesentlich mehr zugelegt!

glück auf!
uraltkali

[hansjoachimmueller]

Antwort auf Beitrag Nr.: 34.795.758 von uraltkali am 21.08.08 14:40:37

Dann habe ich hier nicht die richtigen Informationen, oder ... Umsatzsteigerung POT über 100% und K+S "nur 52%".

[hansjoachimmueller]

Ich habe es in einer (deutschen) Besprechung zur Aktie gelesen, finde aber im Augenblick nur diese hier.

19.08.2008 08:46
Potash Corporation of Saskatchewan Inc.: buy (Citigroup Corp.)
Rating-Update:

New York (aktiencheck.de AG) - Die Analysten der Citigroup stufen die Aktie von Potash (ISIN CA73755L1076 (News)/ WKN 878149) unverändert mit "buy" ein. Das Kursziel werde bei 264 USD gesehen. Die Aktie sei der "Top-Picks Live"-Liste hinzugefügt worden. (19.08.2008/ac/a/u) Analyse-Datum: 19.08.2008

[tonci]

Antwort auf Beitrag Nr.: 34.786.639 von hansjoachimmueller am 20.08.08 23:49:41

Hallo hansjoachimmueller!

Sowohl POT als auch K+S werden ihre alten Höchstände erreichen,
wenn es der Markt will.

Bisher spricht eigentlich nichts dagegen.

Ich denke die Marktteilnehmer warten die Verhandlungen für die Liefervertäge /Potashpreise für 2009 ab.

Bist Du nicht dr User, der im K+S Thread geschrieben hat...dass er nie wieder K+S anfasst weil er so viel Geld mit K+S verloren hat?

K+S hat dieses Jahr unglaublich zugelegt und du verlierst Geld?

Das Gleiche kann dir mit POT auch passieren!

Dir fehlt vielleicht die Geduld einfach


Gruß

Tonci

[hansjoachimmueller]

Antwort auf Beitrag Nr.: 34.818.804 von tonci am 22.08.08 22:14:23

Hi tonic, mit der fehlenden Geduld liegst Du nicht ganz falsch ... ich trade beide Werte, wobei ein Trade entweder Stunden oder auch mal ein paar Wochen laufen kann ... mittlerweile bessert sich die Lage ja wieder bei beiden Werten ...

[hansjoachimmueller]

Antwort auf Beitrag Nr.: 34.872.352 von hansjoachimmueller am 26.08.08 23:53:14

Habe deinen Usernamen falsch geschrieben, sorry !!

[tonci]

Antwort auf Beitrag Nr.: 34.872.846 von hansjoachimmueller am 27.08.08 00:59:48

Hallo hansjoachimmueller!

In den letzten tagen haben beide werte recht stark angezogen.

Viel Erfolg beim Traden.


Gruß

Tonci

[hansjoachimmueller]

K+S geht durch die Decke ... wird POT nachziehen ...

[tonci]

Antwort auf Beitrag Nr.: 34.884.731 von hansjoachimmueller am 27.08.08 22:49:29

Hallo hansjoachimmueller,


hab Geduld.


Gruß

Tonci

[suxsess]

Antwort auf Beitrag Nr.: 34.908.977 von tonci am 29.08.08 18:48:58

ohne Worte:

[suxsess]

Antwort auf Beitrag Nr.: 34.909.612 von suxsess am 29.08.08 19:36:12

auch ohne Worte:

[suxsess]

Antwort auf Beitrag Nr.: 34.909.643 von suxsess am 29.08.08 19:38:55

UPS, da sind mir jetzt aber 2 Fehler unterlaufen, sorry

Chartbilder zeigen die Kurve nur bis inkl. gestrigen Handelstag und 2 verschiedene Zeitspannen...........

[ThorVestor]

[hansjoachimmueller]

Antwort auf Beitrag Nr.: 34.909.612 von suxsess am 29.08.08 19:36:12

Kannst Du die Chartbilder beim einstellen bitte kommentieren, das sagt einem Nicht-Charttechniker wie mir sonst nichts, danke.

[Videomart]

Potash Corp still poised to double market cap
Posted: August 29, 2008, 1:15 PM by David Pett
http://network.nationalpost.com/np/blogs/tradingdesk/archive…

[hansjoachimmueller]

Antwort auf Beitrag Nr.: 34.940.944 von Videomart am 02.09.08 07:32:29

Wenn ich das mit meinen dürftigen Englischkenntnissen richtig verstehe wird eine Kursverdopplung in den nächsten 12 Monaten erwartet ... na von mir aus gerne.

[hansjoachimmueller]

Endlich ist dieses Feiertagswochenende vorbei und K+S wird nicht mehr kursbestimmend für POT sein. Seit 15:30 Uhr gibt es wieder ein Eigenleben.

[hansjoachimmueller]

POT stürzt ins Bodenlose ... in drei Tagen minus 10 € - nachbörslich die Reißleine gezogen, hat im Augenblick keinen Sinn diese Aktie !!

[gongolo]

Antwort auf Beitrag Nr.: 34.954.981 von hansjoachimmueller am 03.09.08 01:45:11

stark überbewertet diese Aktie-
kursziel: 25 Euro-und schwerste Zeiten für pot in den nächsten Jahren

[hansjoachimmueller]

Im Augenblick sieht es aber eher wieder nach 125 € aus.

[TheAzzKikr]

15.09.2008 - 19:28
Analysten positiv für US-Düngemittelhersteller

Saskatoon (BoerseGo.de) – Das Investmenthaus Soleil erhöht sein Rating für den Düngemittelhersteller Potash von Hold auf Buy. Kollege Brian Yu von der Citigroup empfiehlt die Aktie nach der jüngsten Kurskorrektur mit Kursziel 264 Dollar zum Kauf. Der Finanzexperte geht davon aus, dass der Bedarf an Agrarrohstoffen wie Mais und Weizen weiter steigen wird und die aussichtsreichste Möglichkeit zur Steigerung der Ernteerträge eine bessere Düngung sei, wovon das Unternehmen profitiert. Analyst Brian Yu prognostiziert für das Geschäftsjahr 2008 einen Gewinn von 13,00 Dollar pro Aktie und für 2009 einen Gewinn von 22,25 Dollar pro Aktie, was jeweils über den Konsensschätzungen der Analysten liegt.

Die Aktie verliert aktuell 1,37 Prozent auf 159,92 Dollar.
http://www.boerse-go.de/news/news.php?ida=982157&idc=2

Toronto


by the way
here the link to stonegate minerals
http://stonegateminerals.com/

[TheAzzKikr]

POT.TO
technical views

since Febr 2008 ...
http://stockcharts.com/h-sc/ui?s=POt.TO&p=D&yr=0&mn=7&dy=20&…

... and end of March


analysis
http://www.stockta.com/cgi-bin/analysis.pl?symb=POT.C&num1=1…

[ThorVestor]

Nachricht vom 19.09.2008 | 14:05

Düngemittelpreise

Experten gehen vom Ansteigen der Düngemittelpreise aus. Die Weltbevölkerung wächst stetig an, ein neues Essverhalten in den Schwellenländern, sowie die auf wenige Länder verteilten Kalivorkommen könnten den Kaliproduzenten zum Vorteil verhelfen. So glauben z. B. die Experten von J.P.Morgan Securities an eine steigende Nachfrage nach Kalisalz in den kommenden Jahren. Mit steigenden Nahrungsmittelpreisen steigen, vermutlich sogar noch mehr, die Düngelmittelpreise. Entwicklungsländer, so die Experten, werden vermehrt Kalisalz nachfragen.

Autor: Ingrid Heinritzi

[gongolo]

Antwort auf Beitrag Nr.: 35.187.408 von ThorVestor am 19.09.08 14:15:31

Experten gingen auch von Ölpreisen von bis zu 300$ aus......
vergiss es
POT wird auf die 50$-Marke zurückfallen..........so oder so

[duerredoris]

Antwort auf Beitrag Nr.: 34.943.150 von hansjoachimmueller am 02.09.08 10:24:16

dAS SIEHT JA RABENSCHWARZ AUS---gehen die gewinne den sooo stark in den keller???????

[Popeye82]

Antwort auf Beitrag Nr.: 35.247.935 von gongolo am 24.09.08 09:41:19

Gongolo,

Hast Du vielleicht auch eine Begründung dafür? Oder eine andere Frage: Gehst Du eigentlich auch Longinvests ein??

Gruß, Popeye

[1erhart]

Antwort auf Beitrag Nr.: 35.368.286 von Popeye82 am 01.10.08 18:24:37

Der Kursverfall ist schon brutal bei allen Kaliwerten. Bin ja bei 142,xx rausgegangen. Wollte eigentlich nach einer Korrektur bei 120 ungefähr wieder rein wurde aber vom Bauch her immer wieder abgehalten einzusteigen. Aber diese Kurse jetzt unter 75 ist schon sehr verlockend. Oder auch eine Kali und Salz bei 40 Euro. Yara unter 20 usw.

Aber mittlerweile muss man mit allem rechnen.

[digithali]

... mit allem rechnen ...

POT 59,xx
YAR 17,xx
K+S 35,xx

... hast Recht!

[tonci]

Antwort auf Beitrag Nr.: 35.473.719 von digithali am 08.10.08 11:55:50

Hallo zusammen und guten Abend!


Wenn ihr euren Humor in dieser schrecklichen Woche
nicht verloren habt, dann klickt euch ihr durch.

Etwas zum schmunzeln (Thema Börse / Finanzkrise)

http://www.finanzen.net/top_ranking/index.asp?inRanking=47

Gruß

Toni

[bojhan]

!

Dieser Beitrag wurde moderiert. Grund: themenfremder Inhalt

[Push Daddy]

Antwort auf Beitrag Nr.: 35.580.568 von bojhan am 15.10.08 17:12:47

Muss ich den Minusbetrag ausgleichen.

Soll das eine Frage sein?

[santakl]

Potash beats by $0.36, beats on revs; guides FY08 EPS in-line (67.10 )

Reports Q3 (Sep) earnings of $3.93 per share, $0.36 better than the First Call consensus of $3.57; revenues rose 136.6% year/year to $3.06 bln vs the $3.03 bln consensus. Co issues in-line guidance for FY08, sees EPS of $12.00-13.00 vs. $12.55 consensus. In Q4, co expects previously announced potash price increases to take hold and raise their total realized price by approx $100 per tonne. Looking ahead, limited new potash capacity is scheduled to come on stream in 2009, even as producers are reporting record-low inventories. With global sales growth estimates ranging from a scenario of flat to a 5% increase, co potash fundamentals to remain tight. In the event of temporary demand weakness in this current economic environment, co will follow our long-held practice of matching our production to meet market demand, reducing volatility in financial performance. This could also significantly minimize the downside of production lost during ongoing strikes at our Allan, Cory and Patience Lake potash operations. Co expects FY08 potash gross margin to exceed the 2007 level by approxi 250%. precipitously. Using a locked in Canadian/US dollar exchange rate of $1.10, co expects net income per share to be at the low end of previously provided guidance range, with a possible variance of 2 percent in either direction.

[santakl]

POT Best Quarter Possible from Potash

Potash (POT) put up the best numbers possible this morning. Earnings rocketed 410% y/y to $3.93 per share - not even in the same ball park as consensus estimates. The main driver, stronger than expected pricing across all nutrients offsetting lower potash volumes negatively impacted by the ongoing strike at its facilities. Despite what remains a strong pricing environment for potash, concerns will continue to linger over what impact a global economic recession will have on the agricultural sector. There were socioeconomic drivers at work (higher incomes boosting protein demand) which are likely to temper, reducing demand across all soft commodities. The delta is what's unknown at this point. Furthermore, a global credit crisis, will no doubt, impact farmers' fertilizer purchasing power. Not to mention, crop prices have declined significantly, causing planting delays... As for each individual nutrient, while we would agree there are areas of concern - namely nitrogen and phosphate pricing, but potash pricing has held up the best remaining relatively stable. Inventories are likely to be the lowest of all these areas due to the ongoing strikes. The company reported that its pricing increases have taken hold and it expects to raises pricing further by $100/tonne. There is limited supply coming on line - a fact that will continue to support pricing... As we stated in our fertilizer preview, we believe nitrogen volumes will be lower than expected, which will hit TRA the most, phosphate pricing will show to be weaker. Despite a 36 cent upside in earnings, POT retained its full year guidance of $12.00-$13.00 per share. However, it said it expects results will be at the low end due to ongoing strike and lower nitrogen prices. We think, market participants were likely expecting worse so this could actually be viewed positively. POT raised this range last quarter from $9.50-$10.50 per share. At the time, estimates were $11.67 now the figure is $12.55....The fertilizers have been hit hard from macro economic pressures, along with additional catalysts driving down this commodity group are lower crude oil prices, lower corn prices, and a stronger dollar. Also, as a side note, if we could speak to management directly, we would suggesting boosting its dividend to deploy cash back to shareholders hit by a 53% drop in the stock price. POT ended the quarter with nearly $2 bln on the books in cash and short term investments.

[santakl]

Potash earnings conf call (65.80 -1.30) -Update-

Co says they see a floor in corn at $4 and believe corn will rebound between now and the spring planting season. Co also says it expects a "very slow" autumn fertilizer season... says although crop commodity prices have been caught in a wave of reactionary selling, the need for food has not declined. Co says as production has fallen short of consumption for most of the past decade, countries have drawn down grain inventories to dangerously low levels to satisfy growing food demand. Now it will take a record crop every year just to keep pace. And it will take even greater efforts by governments, farmers, and fertilizer producers to begin the slow process of replenishing global grain inventories. This can't be resolved in a single crop year. In fact, using some historically conservative assumptions about future demand for grain, coupled with continued productions and yield improvements, it is expected that the global stocks-to-use ratio will remain at historically low levels for at least the next five years. Co says, if crop prices continue to be disconnected from fundamentals and declined material from current levels, farmers will have little incentive to increase plantings or maximize production. That loss of production would put further pressure on the world food supply. Ultimately, POT believes prices for crop commodities will rebound when fear subsides and rational thought returns to the marketplace. Late last week, China's State Council passed a 10-point plan to stimulate economic growth and after its GDP slowed to 9% following the Olympics. In addition to increasing agricultural subsidies, China will now be raising prices for key grains to provide higher farm incomes. This is a major stride forward for that country in helping incentivize farmers to maximize future food production. Feeding its ever-growing population is clearly one of the highest priorities for the Chinese government. That will take a lot more grain and, along with it, a lot more potash. Similarly demand in India is expected to grow in 2009. In the U.S., a late harvest has led to a shortened fall season. So the co is anticipating a strong spring season ahead. This could put considerable strain on the distribution system in early 2009. The market with the greatest sensitivity to the current financial crisis is Brazil. Co says as farmers are preparing for the spring planting season in Latin America, they have been forced to factor in a more complicated global environment, which is creating concerns regarding credit and profitability. While the Brazilian government has just made available for its farmers more than BRL10 billion, roughly $5 billion, it may not be enough, and along with suppressed crop prices, could make them cautious this planting season. If crop prices rebound by harvest time, which the co anticipates will be the case, Brazil's farmers will do well. Co says they are in prelim negotiations with the Chinese. The next Canpotex meeting will be at the end of November. In terms of China's inventory, POT says China has 1.8-2.0 mln tons at the port facility and somewhere around one mln tons in their domestic distribution system. Co thinks there will be greater fertilizer imports into China in 2009 and they will be much quicker to conclude. Co thinks China will be done by the end of Q1 with negotiations this time around.

[santakl]

Antwort auf Beitrag Nr.: 35.687.911 von santakl am 24.10.08 14:12:30

Potash: Global economic weakness expected to impact Q4 results; 2009 and 2010 EPS estimates cut - UBS (63.45 -5.04)

UBS cut their 2009 and 2010 EPS ests to $16.70 from $17.93 and to $17.92 from $18.08, respectively. Firm notes POT reported record Q3 earnings that were above both UBS and consensus ests. All three segments (Potash, Nitrogen and Phosphate) again had exceptional performance with Potash and Phosphate delivering gross margin growth of >250%. Firm says POT epects that 2008 net income will be at the low end of their guidance of $12-13/share, with a possible variance of 2% due to short-term uncertainty from the global financial crisis. Adding to that uncertainty are falling Q4 nitrogen prices that are expected to be somewhat offset by improving margins in the phosphate segment.

[Asso33]

!

Dieser Beitrag wurde moderiert. Grund: Korrespondierendes Posting wurde entfernt

[santakl]

Fertilizer Stocks Should Rise Again
By MICHAEL KAHN | MORE ARTICLES BY AUTHOR
Stocks like Mosaic and Potash were among the worst performers in recent months but now possess both good value and technical merit.

AS SEASONED INVESTORS KNOW, the leaders of the last bull market are typically not going to be the leaders of the next one. But that doesn't mean they can never do so and fertilizer stocks are presenting a rather attractive risk/reward scenario once again.

Before looking more closely at this sector, I must say upfront that we are far from being in a bull market. However, as the market heals and transitions from bear to something more positive, there are going to be tradable rallies -- and declines -- along the way.

If last week's positive action marked the start of one of those rallies then the goal for chart watchers is to identify emerging leadership areas. And it turns out that one of the superstar groups of the last bull market - fertilizer stocks - happens to be among them.

As a sector, fertilizer stocks have gotten absolutely crushed during this year's market debacle. And while the broad market peaked just over one year ago, these stocks continued to move significantly higher until peaking in June. But as the saying goes, the bigger they come, the harder they fall and these once high-flying stocks fell very hard, indeed.

Potash Corp of Saskatchewan (POT) is an example of just how far they fell (see Chart 1). From its closing high of 240 on June 17 to its lowest close under 64 last week, this stock was pummeled for a 73% loss. Contrast that to the Standard & Poor's 500 and its top to bottom loss of 46%.

Chart 1

[santakl]

[Olaf2007]

Versuch:

[Olaf2007]

Real time Toronto:




Real time New York:

[santakl]

POT Potash anticipates gross margin record in 2009 - Reuters (52.57 -2.63) -Update-

[Olaf2007]

Antwort auf Beitrag Nr.: 36.142.254 von santakl am 03.12.08 20:02:42

Toronto:

[Olaf2007]

Antwort auf Beitrag Nr.: 36.255.689 von Olaf2007 am 22.12.08 22:56:52

New York:

[Bakrieboy]

Endingen (aktiencheck.de AG) - Die Experten von "Hot Stocks Investor" empfehlen kein Stück der Potash-Aktien (ISIN CA73755L1076/ WKN 878149) aus der Hand zu geben.
Seit dem Hinweis in der letzten Ausgabe habe der Kurs um 40% klettern können.
Allein im Dezember hätten neun Researchabteilungen ein Update ausgegeben, von denen acht zum Kauf raten und Kursziele von bis zu 165 USD ausgeben würden. Nachdem die Zwangsverkäufe von Hedge-Fonds nun auszulaufen scheinen, habe der Titel noch weiteres Erholungspotenzial. Beispielhaft dafür seien die Positionierungen des Dawson Herman Capital Management Hedge Funds. Potash habe zu den Lieblingen der institutionellen Anleger gehört, so hätten 82 Investmentgesellschaften zuletzt ein Aktienpaket gehabt.

Mittelfristig bleibt die Potash-Aktie ein Top-Investment und die Experten von "Hot Stocks Investor" raten keine Stücke aus der Hand zu geben. (Ausgabe 24 vom 22.12.2008) (23.12.2008/ac/a/a)

Offenlegung von möglichen Interessenskonflikten: Mögliche Interessenskonflikte können Sie auf der Site des Erstellers/ der Quelle der Analyse einsehen.

[tanja2-2]

Kursziel von 105 auf 90 USD herabgesetzt und buy, hab ich gestern irgendwo gelesen

[Karlll]

Also, daß ist ja unglaublich.

Potash verweigern sich heute total dam up-Trend. Hatten bereits
6 % plus heute und seit der Dow dann den Turbo eingeschaltet hat,
läuft Potash gegen 0. Eben grad noch 0,3 % im plus.

Gibts doch gar nicht, sowas. Hat jemand eine Vermutung, oder weiß
definitiv etwas, was diese Gegenbewegung ausgelöst hat?

Selten so was krasses erlebt bei einem solchen Schwergewicht.

Gruß Karlll

[derwolf46]

Antwort auf Beitrag Nr.: 36.700.019 von Karlll am 04.03.09 17:35:02

da kommt heute bestimmt noch eine Nachricht, das Volummen ist auch sehr hoch. Wie es scheint wollen da einige raus so schnell wie möglich.

[Karlll]

Antwort auf Beitrag Nr.: 36.700.358 von derwolf46 am 04.03.09 18:08:14

Auf jeden Fall ist das aber ganz stillos.

Bereits mit 6 % im plus und dann jetzt fast 4 % im minus.

Im gleichen Zuge fällt auch SQM. War bereits mit 4 % im Plus
und ist jetzt bereits ins minus gelaufen.

Wähnte mich bei beiden auf der relativ sicheren Seite.

Wie heißt es doch so schön bei Wilhelm Busch:

Aber hier, wie überhaupt kommt es anders als man glaubt.

Halte nicht mal mehr für unmöglich, daß der ganze Markt noch ins
minus dreht.

Karlll

[derwolf46]

Antwort auf Beitrag Nr.: 36.700.479 von Karlll am 04.03.09 18:22:11

Ich hab die Nachricht.
Belarusian Potash Co (BPC), a joint venture between Uralkali and Belaruskali, will charge $750 per tonne for potash deliveries to large Brazilian importers and $765 per tonne for shipments to smaller customers. The previous prices, applied since July 1, were $1,000 and $1,010 per tonne, respectively.

der Preis fällt.

[Karlll]

Antwort auf Beitrag Nr.: 36.700.534 von derwolf46 am 04.03.09 18:29:27

Danke, Wolf,

ja, ja, wir wissen es, die russischen Milliardäre verarmen.

wahrscheinlich müssen sie Verbindlichkeiten bedienen und senken daher
die Preise.

Ein Verkauf kommt aber nicht infrage. Dann geht es jetzt eben auf
long-term.

Gruß Karlll

[Karlll]

Antwort auf Beitrag Nr.: 36.700.609 von Karlll am 04.03.09 18:40:36

Habs auch grad mal recherchiert.
Ist wohl so, daß die Preisreduzierung vorläufig von März 09 bis
Mai 09 gilt.

Hoffentlich bleibt es dabei.

Karlll

[Karlll]

What`s going on here.

POT hier in Ger mit Spread von 6 %, SQM eröffnet ca 5 % höher und
auch K+S läuft hoch.

Gibt es gute news. Weiß Jemand was? Kurze Info wäre schön.

Gruß Karlll

[bastivx]

bodenbildung in vollem gange?

[Spittiinvestor]

Antwort auf Beitrag Nr.: 36.822.715 von Karlll am 23.03.09 09:13:51

Heute steigt Potash um 10%! Weiß jemand, warum es so gut nach oben geht? Liegt es am heute allgemeinen guten Trend ??

[ThorVestor]

[Videomart]

18.06.09

Potash Corp. of Saskatchewan:
2009 jetzt Produktionskürzungen von 4,7 Millionen Tonnen

Und täglich grüßt das Murmeltier: Der Düngemittelhersteller Potash Corporation of Saskatchewan (WKN 878149) hat als Reaktion auf die schwache Nachfrage seine Produktionsprognose für 2009 um weitere 800.000 Tonnen gesenkt. Damit hat das Unternehmen im laufenden Jahr Produktionskürzungen von insgesamt 4,7 Millionen Tonnen gemeldet, Seit August 2008 sind es sogar schon 5,5 Millionen Tonnen.

Die schwache Nachfrage resultiere aus einer langsamen US-Frühlingssaison sowie langwierigen Verhandlungen mit ausländischen Käufern und das führe zu den Produktionssenkungen, erklärte das Unternehmen. Allerdings erwarte man, dass die Nachfrage in der zweiten Jahreshälfte wieder anziehen werden, da dann in Brasilien die Hauptsaison anstehe und Indien und China wieder an den Markt zurückkehren würden.

Anfang des vergangenen Jahres war die Kalinachfrage stark gestiegen und hatte die Preise auf ein hohes Niveau steigen lassen. Doch als die Preise wieder zurückgingen und sich die Wirtschaftskrise auch immer deutlicher auf die Farmer auswirkte, stellten die ihre Düngemittelnutzung zurück.

Diese beispiellose Negativentwicklung entlang der gesamten Lieferkette, zusammen mit einer zu erwartenden geringeren Ernte und wieder höheren Nahrungsmittelpreisen sollte aber ab 2010 wieder zu einem starken Rebound führen, so das Unternehmen.

http://goldinvest.de/public/story_detail.asp?l=&c=10,20020&i…

[Frank888]

so langsam kommen Kaufkurse ....

[R-BgO]

habe mir ein paar zugelegt...

[Videomart]

14.07.09
Kalipreise unter Druck:
CIBC senkt Kursziel für Potash Corp. und Agrium

Nun ist es doch geschehen. Nach langen Spekulation darüber, dass die Kalipreise dieses Jahr deutlich fallen könnten, sind nun Berichte aufgetaucht, denen zufolge der russische Düngemittelhersteller OAO Silvinit sich mit Indien auf einen Preis von 460 US-Dollar je Tonnen geeinigt hat. Jetzt steht der Rest der Welt unter Druck, nachzuziehen.

Es handle sich um einen umfangreichen Vertrag zwischen einem wichtigen Lieferanten und einem großen Käufer, meint UBS Securities, sodass nun eine Preisuntergrenze etabliert und das Preisniveau für chinesische Käufer festgelegt sei. Was natürlich negative Auswirkungen auf die kanadischen Kaliproduzenten Agrium Inc. (WKN 886256) und Potash Corp. of Saskatchewan Inc. (WKN 878149) haben wird.

Entsprechend haben die Experten von CIBC World Markets ihre Preisprognosen für 2009 und 2010 von jeweils über 600 auf jetzt 490 bzw. 475 US-Dollar pro Tonne gesenkt. Das bedeutet niedrigere Gewinne für die Produzenten und so gingen die Kursziele für Agrium (von 65 auf 60 kanadische Dollar) und Potash Corp. (von 150 auf 120 kanadische Dollar) auch gleich mit nach unten.

Die Analysten beurteilen beide Unternehmen immer noch mit „outperform“, bevorzugen aber Agrium. Die Aktie sei billiger und dem Risiko von Kalipreisrücksetzern weniger stark ausgesetzt.

http://goldinvest.de/public/story_detail.asp?l=&c=10,20020&i…

[R-BgO]

Der weltgrößte Düngemittelhersteller Potash aus Kanada hat nach einem überraschend heftigen Gewinneinbruch im zweiten Quartal sein Gewinnziel für das laufende Jahr gesenkt.


Der Hauptkonkurrent des Kasseler K+S-Konzerns kam in den Monaten April bis Juni auf einen Gewinn von 187 Millionen Dollar - ein Rückgang von fast 80 Prozent binnen Jahresfrist, wie Potash am Donnerstag im kanadischen Saskatoon mitteilte. Pro Aktie stand ein Gewinn von 62 Cent in den Büchern nach 2,82 Dollar vor Jahresfrist. Analysten hatten 69 Cent erwartet. Die Landwirte seien angesichts der Rezession extrem zurückhaltend, erklärte der Vorstand den Einbruch. Dies habe zu einem massiven Absatzschwund bei Kali und Phosphat geführt. Kali und Phosphat sind zwei der Hauptbestandteile von Düngemitteln.

Potash setzte im zweiten Quartal 856 Millionen Dollar um und damit 67 Prozent weniger als vor Jahresfrist. "Wir sind mit der bedeutendsten Nachfrageverschiebung konfrontiert, die unsere Branche jemals gesehen hat", sagte Potash-Chef Bill Doyle. Die Düngemittel-Nachfrage war in Folge der Finanzkrise und fallender Preise für Agrarrohstoffe eingebrochen. Viele Landwirte hielten sich wegen der Ungewissheit über die weitere Preisentwicklung und Finanzierungsschwierigkeiten bei ihren Düngemittelkäufen zurück. Sie setzten wegen der geringeren Nachfrage auch auf Preissenkungen, die aber ausblieben. Ingesamt liefern sieben Firmen 75 Prozent des weltweiten Kali-Bedarfs.

Für das Gesamtjahr 2009 rechnet das kanadische Unternehmen nun nur noch mit einem Gewinn je Aktie von vier bis fünf Dollar. Bislang hatte das Management je Anteilsschein einen Gewinn von sieben bis acht Dollar in Aussicht gestellt.

[R-BgO]

04.09.2009 13:10
K+S-Kurs springt mit Übernahmegerücht um über 6% nach oben

DJ K+S-Kurs springt mit Übernahmegerücht um über 6% nach oben

FRANKFURT (Dow Jones)--Der Aktienkurs des Kaliproduzenten K+S zieht am Freitagvormittag deutlich an um in der Spitze deutlich über 6%. Gegen 10.58 Uhr stehen K+S noch mit 4% im Plus bei 37,10 EUR und sind damit DAX-Spitzenreiter. Hintergrund ist Händlern zufolge das Gerücht, die kanadische Potash könne K+S übernehmen. "Zu Marktgerüchten beziehen wir grundsätzlich keine Stellung", sagte ein Sprecher von K+S zu Dow Jones Newswires. Bei Potash war niemand für eine Stellungnahme zu erreichen.

"Von der Marktkapitalisierung her ist ein solcher Deal zumindest denkbar", meint ein Händler. Einem Börsenwert von Potash von 26 Mrd USD stehe eine Kapitalisierung von K+S in Höhe von 5,9 Mrd EUR gegenüber.

Händler berichten unterdessen, gerüchteweise könne Potash 50 EUR je K+S bieten. "Unser Analyst gibt dem Gerücht eine Wahrscheinlichkeit von nur 10%", so ein Broker. Ein anderer Händler sagt, in der Vergangenheit habe Potash bereits schon einmal eine Übernahme von K+S versucht, sei aber gescheitert. Der Analyst seines Hauses gebe einem solchen Geschäft angesichts kartellrechtlicher Probleme keine Chance. BASF ist mit 10% an K+S beteiligt, die Anilin-Aktie hat bislang aber nicht auf das Gerücht reagiert und steht 1,1% höher als am Vortag.

[tonci]

hallo zusammen!


was sagen denn die chart-experten zu der aktuellen konstellation?

ist mit steigenden kursen zu rechnen?


mfg
tonci

[TimLuca [KommA]]

Hallo,

sorry das ich euch so überfalle, aber sagt euch diese Firma was:

Encanto Potash - Aktie
ISIN: CA29251N1042 | EPO


NI43-101 Report on the Spar Property estimates a total indicated resource of 12.49 million tonnes of K2O and an inferred resource of 12.24 million tonnes of K2O.
Over 180,000-acres of potash claims in the Prairie Evaporite Formation
Currently undertaking a 2-D seismic program on the Spar Property


Gruß
TimLuca

[R-BgO]

29.12.2009 23:06
UPDATE 1-Potash Corp shares fall after price cut

By Rod Nickel

WINNIPEG, Manitoba, Dec 29 (Reuters) - Shares in Potash Corp of Saskatchewan , the world's biggest producer of the fertilizer ingredient potash, fell sharply on Tuesday after the company announced a deep price cut.

The Canadian potash producer said on Monday it would cut its U.S. Midwest price to US$390 per tonne for the Jan. 4-Feb. 28 period from US$515 per tonne at present.

That followed news on Wednesday that major exporter BPC had agreed to sell more than 1 million tonnes of potash to China at US$350 per tonne.

'(Potash Corp's price cut) should have been expected,' said analyst Edlain Rodriguez of New York-based Broadpoint Gleacher Inc. 'They would adjust downward the prices essentially to reflect lower global prices.'

Potash shares closed down 2.2 percent at C$114.50 on the Toronto Stock Exchange and 2 percent at US$109.50 in New York.

'It's a light (volume) day, not too many people are around, so I think (the drop) is exaggerated,' Rodriguez said.

Given the small trading volumes after the Christmas holidays, the price cut could weigh on Potash Corp stock for the rest of the week, said analyst Terence Ortslan of T.S. Ortslan&Associates.

'Sometimes I'm surprised how much the expectations can get out of range,' he said. 'I think the price list was OK given the circumstances.'

Company spokesman Bill Johnson said the price reduction is likely responsible for the share price falling. 'I think there's some correlation between the two, yes,' Johnson said.

Fertilizer prices jumped in early 2008 on surging demand, tight inventories and record grain prices. But the combination of grain prices returning closer to normal and the recession has caused farmers to delay fertilizer applications and potash prices to fall.

Share prices in potash producers have also been volatile, with Potash Corp's stock in Toronto now trading at C$114, less than half of its value in mid-2008.

On Tuesday, Agrium shares closed down 0.7 percent at C$66.03 on the TSX and 1.5 percent at US$63.34 in New York. Mosaic Co shares fell 1.9 percent to US$59.68 in New York.

($1=$1.04 Canadian)

[R-BgO]

3/11/2010 8:09 PM ET

(RTTNews) - Fertilizer giant Potash Corp. of Saskatchewan Inc. (POT: News ,POT.TO: News ) Thursday raised its earnings guidance for the first quarter of the fiscal 2010, based on increasing demand for potash and higher margins in nitorgen and phosphate. Following the news, the company's shares rose 7% in the after hours trading on the Nasdaq.

Saskatoon, Canada-based Potash Corp.'s first quarter earnings is estimated to be in the range of US$1.30 per share to US$1.50 per share, up from the initial guidance of US$0.70 per share to US$1.00 per share.

On average, 10 analysts polled by Thomson Reuters currently expect the company to report a profit of US$0.94 per share for the first quarter. Analysts' estimates typically exclude one-time items.

The company noted that the upward revision in earnings reflect a sharp rebound in potash demand that is expected to drive a record quarter for North American sales volumes and strong offshore shipments, as well as higher-than-expected margins in nitrogen and phosphate.

Bill Doyle, president and chief executive officer stated, "Strong farmer returns, a depleted distributor pipeline and the agronomic need to replace soil nutrients have kick-started a potash rebound from 2009 lows. We believe the increase in potash sales volumes this quarter represents the beginning of a return to long-term growth in demand."

In the fourth quarter of the fiscal 2009, the company posted a 69% plunge in profit over last year, as the company recorded its lowest potash sales volumes since becoming a publicly traded company in 1989.
Profit for the quarter was US$243.6 million or US$0.80 per share, down from US$788.0 million or US$2.56 per share in the prior year quarter. Fourth quarter sales dropped 41% to US$1.10 billion from US$1.87 billion in the same quarter last year.

POT closed Thursday's regular trading session at US$116.93, down US$1.32 or 1.12% on a volume of 3.28 million on the NYSE. However in the after hours the shares rose 7.10% or US$8.30, trading at US$125.23.

POT.TO last traded at C$119.73, down C$1.57 or 1.29% on a volume of 0.56 million shares on the Toronto Stock Exchange.

[ktulu75]

Antwort auf Beitrag Nr.: 39.120.413 von R-BgO am 12.03.10 08:32:48

bin "abgeltungssteuerfrei" mit meiner Position.... bin am überlegen wegen des hohen Aktienpreises die Hälfte zu verkaufen...
aber hoch ist ja relativ und die Preise für Kali steigen...???

was meint ihr...?

[Ereth]

Ich bin auch "abgeltungssteuerfrei" aber weshalb sollte ich die Aktie gerade jetzt verkaufen. Ich denke, da gibt es mittelfristig nur eine Richtung!

[Sharedealer]

Hallo leute, gibts nen grund für den Anstieg heute beim schlechten Umfeld ?

[DirtyMayo]

Nachrichten bei N-TV

[Elrond]

wasn das für GAP .....

[R-BgO]

Antwort auf Beitrag Nr.: 40.000.977 von Elrond am 17.08.10 21:26:18

Canada's Potash rejects $US38b BHP offer
Tuesday August 17, 2010, 10:37 pm

Canada's Potash Corp, the world's largest fertiliser producer, said on Tuesday it had rejected an unsolicited bid from Australian mining giant BHP Billiton worth $US38 billion ($A42.3 billion) dollars.

The company said the BHP offer of $US130 ($A144) a share in cash, a 16 per cent premium, was "grossly inadequate" given Potash Corp's prospects.

Potash Corp at the same time adopted measures designed to prevent a hostile takeover of the company.

In a statement on its website dateline Saskatoon, Saskatchewan, the firm said its directors "thoroughly reviewed BHP Billiton's unsolicited proposal... and concluded that the proposal is grossly inadequate."

It said the offer "substantially undervalues Potash Corp and fails to reflect both the value of our premier position in a strategically vital industry and our unparalleled future growth prospects."

Potash Corp chairman Dallas J Howe said shareholders needed to be "aware of this aggressive attempt to acquire their company for significantly less than its intrinsic value," describing the BHP offer as "an opportunistic effort to transfer that value to its own shareholders."

The company said its business held a "premier position in a strategically vital industry."

BHP Billiton, based in Australia, is the world's biggest miner, producing coal and iron for the global steel industry as well as a host of other metals and commodities along with oil and gas.

Its fortunes have been built on recent years on soaring demand from China's booming economy but it also has huge interests worldwide.

BHP said on its website in response that it "continues to review its options and will make a further announcement in due course."

To head off another, this time hostile bid from BHP, Potash said it would adopt measures allowing ordinary shareholders to buy more shares cheaply should an outside party build up a single stake in the company of 20 per cent or more.

This "poison pill defence" would undercut the 20 per cent holding of a hostile suitor, making it much more expensive and difficult for them to buy up an ever increasing amount of shares so as to win control.

In the event of a hostile bid, the company said management would this way have "sufficient time to explore and develop alternatives to enhance shareholder value, including competing transactions that might emerge."

The plan requires regulatory approval.

BHP recently paid $US320 million ($A356.23 million) for Athabasca Potash Inc, also based in Saskatchewan which holds more than half the world's reserves of potash, the basic ingredient in fertiliser.

[R-BgO]

Antwort auf Beitrag Nr.: 40.001.757 von R-BgO am 17.08.10 23:35:48

BHP Billiton Announces All-Cash Offer To Acquire PotashCorp

Wednesday, August 18, 2010

Highlights
• Fully funded all-cash offer of US$130 per share for PotashCorp
• Represents a 20 per cent premium to the closing price of PotashCorp on 11 August 2010
• Consistent with BHP Billiton's strategy of adding Tier 1 assets and further diversification
• Accelerates BHP Billiton's entry into the fertilizer industry
• Significant benefits to Saskatchewan, New Brunswick and Canada

BHP Billiton today announced its intention to make an all-cash offer to acquire all of the issued and outstanding common shares of Potash Corporation of Saskatchewan Inc, at a price of US$130 in cash per PotashCorp common share (the "Offer"). The Offer values the total equity of PotashCorp at approximately US$40 billion on a fully-diluted basis.

The acquisition will accelerate BHP Billiton's entry into the fertilizer industry and is consistent with the company's strategy of becoming a leading global miner of potash. PotashCorp's potash mining operations are a natural fit with BHP Billiton's greenfield land holdings in Saskatchewan, Canada.

Compelling Offer to PotashCorp Shareholders
The Offer represents an attractive premium of 20 per cent to the closing price of PotashCorp's shares on the NYSE on 11 August 2010, the day prior to BHP Billiton's first approach to PotashCorp. It is also a premium of 32 per cent and 33 per cent to the volume weighted average trading prices of PotashCorp's shares on the NYSE for the 30-trading day and the 60-trading day periods ended on the same date, respectively. The Offer is fully funded and provides PotashCorp shareholders with immediate liquidity and certainty of value regarding the company's growth potential in the face of volatile equity markets.

On 12 August 2010, BHP Billiton Chief Executive Officer Marius Kloppers made a proposal to PotashCorp's President and Chief Executive Officer, Mr William J. Doyle, to combine the two companies in which PotashCorp shareholders would receive US$130 in cash per PotashCorp common share. Mr Kloppers was advised by Mr Doyle that PotashCorp was not for sale and had no interest in discussing a combination at this time.

Subsequently, on 13 August 2010, BHP Billiton Chairman Jac Nasser reiterated the proposal in a letter to Mr Dallas J. Howe, the PotashCorp Board Chair, requesting a response from the PotashCorp Board by 18 August 2010. On 17 August 2010, Mr Howe advised Mr Nasser by letter that the Board of Directors of PotashCorp unanimously rejected BHP Billiton's proposal, and PotashCorp made BHP Billiton's proposal and PotashCorp's response publicly available. Notwithstanding PotashCorp's current position, BHP Billiton would welcome the opportunity to work with PotashCorp to achieve a successful outcome to this transaction.

Commenting on the Offer, Mr Nasser said "We firmly believe that PotashCorp shareholders will find the certainty of a cash offer, at a premium of 32 per cent to the 30-trading day period average, very attractive and we have therefore decided to make this Offer directly to those shareholders".

Consistent with BHP Billiton's Strategy
The acquisition of PotashCorp is consistent with BHP Billiton's strategy of developing, owning and operating a diversified portfolio of large, low-cost, long-life, expandable, export-oriented, Tier 1 assets. PotashCorp will provide BHP Billiton with an immediate leadership platform in the global fertilizer industry and further diversify BHP Billiton's portfolio of Tier 1 assets. In addition, the acquisition leverages BHP Billiton's global capability and experience in building, operating and expanding mining operations.

Furthermore, BHP Billiton believes that the proposed acquisition will be earnings per share accretive in the second full fiscal year following consolidation.

Commenting further on the Offer, Mr Kloppers said "This is an exciting opportunity to acquire a portfolio of Tier 1 assets. It accelerates our stated strategy of becoming a leading global potash producer and further diversifies our portfolio by commodity, geography and customer."

Benefits to Canada
BHP Billiton is committed to being a strong corporate citizen in Saskatchewan, New Brunswick and Canada and, in that regard, is prepared to make appropriate undertakings as part of its submission to Investment Canada. Amongst these is BHP Billiton's intention to establish a global potash business in Canada and to base the President and management of the Canadian potash operations in Saskatchewan.

BHP Billiton plans to maintain current levels of employment at PotashCorp's Saskatchewan and New Brunswick operations for the foreseeable future. BHP Billiton also intends to identify and propose a Canadian nominee to stand for election to the BHP Billiton Board.

BHP Billiton recognizes the significant and unique capabilities of PotashCorp's businesses and its employees and is firmly committed to ensuring that PotashCorp's businesses continue to play leading roles in the global fertilizer industry. Towards this end, BHP Billiton intends to continue PotashCorp's planned and previously announced capital programs. In addition, BHP Billiton will continue to progress its plans to develop its Jansen greenfield potash project.

BHP Billiton is committed to strong community relations and intends to bring PotashCorp's spending commitments on community programs in line with BHP Billiton's global commitment levels. BHP Billiton's policy is to spend 1 per cent of Profit Before Tax, on a 3 year rolling average basis, on community programs.

BHP Billiton has had business interests in Canada for almost 40 years, the most significant of which has been EKATI in the Northwest Territories - one of the world's premier diamond mines. BHP Billiton has invested approximately US$5 billion in Canada since EKATI began production in 1998. In recent years, BHP Billiton has acquired exploration rights in the Saskatchewan potash basin.

About the Offer
BHP Billiton plans to formally commence its Offer by way of newspaper advertisement on 20 August 2010. The Offer will be open for acceptance until 11:59 p.m. (EDT) on 19 October 2010, unless the Offer is extended at the sole discretion of BHP Billiton.

The Offer will be subject to certain conditions, including, without limitation, that the PotashCorp shares tendered under the Offer, together with any PotashCorp shares owned by BHP Billiton upon expiry of the Offer, constitute more than 50 per cent of the shares of PotashCorp then outstanding, on a fully-diluted basis. The Offer will also be conditional upon the recently-adopted PotashCorp shareholder rights plan being terminated or determined to be ineffective, receipt of all necessary regulatory approvals, no material adverse change in PotashCorp and other conditions customary for transactions of this nature. The Offer is not subject to any financing condition or BHP Billiton shareholder approval.

Full details of the Offer will be included in the formal offer and take-over bid circular to be publicly filed and subsequently mailed to PotashCorp's shareholders. BHP Billiton is requesting a list of PotashCorp's shareholders and expects to mail the formal offer and take-over bid circular to PotashCorp's shareholders as soon as possible following receipt of the shareholder list.

Transaction Financing
BHP Billiton estimates the total amount of funds required to consummate the Offer is approximately US$43 billion (including funds required to repay or refinance certain existing PotashCorp indebtedness if necessary). BHP Billiton has arranged a new multi-currency term and revolving facility agreement entered into for the purpose, among other things, of meeting the funding requirements of the transaction. The terms of the facility will include various representations and warranties, affirmative and negative covenants, and events of default customary for credit facilities of this type.

The acquisition financing facility will preserve BHP Billiton's financial flexibility. BHP Billiton remains committed to maintaining a solid A credit rating and a progressive dividend policy.

[Elrond]

BHP erhält Kreditzusagen über 45 Mrd USD für Potash-Übernahmegebot
Die BHP Billiton Ltd hat sich Kreditfazilitäten über insgesamt 45 Mrd USD zur Finanzierung ihrer geplanten feindlichen Übernahme des kanadischen Kaliproduzenten Potash gesichert. Insgesamt sechs Banken beteiligten sich an den Fazilitäten, wie die spanische Banco Santander SA mitteilte.

[KaOzz]

Gibt's hier ne Bieterschlacht?

Sieht aus, als würde der Ünernahmestreit den Potash Kurs noch weiter nach oben treiben. Die Gerüchteküche kocht zumindest.


Die Konzernspitze von Potash eröffnete eine neue Runde im Poker um den weltgrößten Düngemittelhersteller. Sie empfahl den Aktionären die Offerte des Bergbaukonzerns BHP Billiton von 130 Dollar je Aktie abzulehnen. Die Anteilseigner könnten damit rechnen, dass höhere Angebote für das Unternehmen unterbreitet würden. Kreisen zufolge ist Potash auf der Suche nach einem Weißen Ritter. Nach Medienberichten haben bereits der chinesische Chemiekonzern Sinochem und das brasilianische Bergbauunternehmen Vale die Kanadier kontaktiert. Zuletzt wurde zudem über den weltgrößten Aluminiumhersteller Alcoa als Bieter spekuliert. Die Potash-Aktie verteuerte sich erneut um 1,3 Prozent auf knapp 152 Euro. Das Papier von Alcoa stieg um 1,0 Prozent.

[urlQuelle]http://www.ftd.de/finanzen/maerkte/marktberichte/:us-boersen-wall-street-im-uebernahmefieber/50160236.html#utm_source=rss&utm_medium=rss_feed&utm_campaign=/[/url]

---

Die Zinsen sind billig für Kredite, Konjunkturskeptiker zittern vor einem weiteren einbruch, aber in den Werkshallen gehts schon wieder voll zur Sache!!!

[boersenarzt]

Antwort auf Beitrag Nr.: 39.828.744 von Sharedealer am 15.07.10 21:30:25

Ick jlobe det Ding is jelofen---Finger weg von Potash!! Kurs setzt zurück..

[El_Admirale]

Finger wech?
Die Rally geht doch erst los...
Je größer die Übernahmefantasien werden, desto wahrscheinlicher ist aus meiner Sicht ein weiterer Kursanstieg.

[charty2]

Antwort auf Beitrag Nr.: 40.068.739 von El_Admirale am 30.08.10 17:26:32

Allein vom KGV und der Marktkapitalisierung, glaube ich, ist die Luft nach oben ziemlich dünn.

Gruß

charty2

[El_Admirale]

Geht los...
120 Euronen heute

[Mokele]

da kommt noch mehr an Gebot hinterher. Bin mir ganz sicher, beruhigt zurücklehnen + abwarten. Gebe meine jedenfalls nicht so o.w. her.

[Mokele]

Weißer Ritter, oder besser Roter Ritter ?
Egal - Hauptsache es tut sich was

[nemaxzehntausend]

bhp zieht sein gebot zurück und jetzt?

was ist potash ohne bieterwettkampf wert? oder bietet jemand anders aktuell?

kaum, oder? warum sollte die kanadische regierung einen anderen bieter besser behandeln.

im deutschen handel die abschläge wieder aufgeholt bei potash.
dachte da eigentlich an mehr shortpotenzial?

fragen über fragen

[Mokele]

Soooo schlecht läuft sie ja nun doch nicht. Jetzt, nachdem die Ü-Fantasie herausen ist.
Glückwunsch an alle, die den Mut hatten bei 91 noch mal reinzugehen. Ich hatte ihn nicht

[ooy]

Split?

[Ereth]

Split! 3:1 Kein Grund zur Panik - und sowie es aussieht hat sie den Split ja gut weggesteckt. Jetzt muß nur noch der Broker auf den Dreh kommen und die Anzahl korrigieren...

[Ereth]

Split ist noch immer nicht umgesetzt. Sehr ärgerlich und unverständlich - Nachfrage bei der Bank ergab, dass die noch keine Anteile zubuchen können weil noch keine Mitteilung von Pot vorliegt. Hat jemand Informationen woran das liegt und wann damit zu rechnen ist?

[koksigsm]

Antwort auf Beitrag Nr.: 41.089.434 von Ereth am 23.02.11 09:37:58

also bei mir schon seit ca 1 Woche durchgeführt

[Videomart]

BHP Billiton will Anglo Potash komplett kaufen

http://www.wallstreet-online.de/nachricht/3269629-bhp-billit…

[Videomart]

Potash Corp urges rejection of BHP Billiton's bid

23 August 2010 Last updated at 22:27 GMT
http://www.bbc.co.uk/news/business-11058763

[uraltkali]

Zitat von Videomart: Potash Corp urges rejection of BHP Billiton's bid

23 August 2010 Last updated at 22:27 GMT
http://www.bbc.co.uk/news/business-11058763

na ja, der bericht ist ja fast so alt wie ich

sicher ein versehen in der jahreszahl!

gruss uraltkali

[Videomart]

Potash Corp und Mosaic können Preissteigerungen durchsetzen

17:15 | 02.09.2011
http://www.financial.de/news/emerging-markets/potash-corp-un…

[R-BgO]

Key Quarter and Outlook Highlights:

Third-quarter earnings of $0.94 per share1, up 147 percent from third-quarter 2010
Third-quarter gross margin of $1.1 billion; nine-month total raised to $3.4 billion
Strong demand and higher prices across potash, phosphate and nitrogen
Record third-quarter potash production of 1.9 million tonnes
Earnings guidance remains at $3.40-$3.80 per share for full year


Saskatoon, Saskatchewan — Potash Corporation of Saskatchewan Inc. (PotashCorp) today reported third-quarter earnings of $0.94 per share ($826 million), more than double the $0.38 per share ($343 million) earned in the third quarter of 2010. Earnings for the first nine months of 2011 climbed to $2.73 per share ($2.4 billion) — nearly double the $1.39 per share ($1.3 billion) earned in the same period last year.

Third-quarter 2011 gross margin reached $1.1 billion — including $700 million from potash — double the $550 million generated in the same quarter last year. Gross margin for the first nine months reached $3.4 billion, significantly higher than the $1.9 billion generated during the same period in 2010. Earnings before finance costs, income taxes and depreciation and amortization2 (EBITDA) of $1.3 billion and cash flow prior to working capital changes2 of $964 million were each higher than in last year’s third quarter and raised totals for the year to $3.7 billion and $2.9 billion, respectively.

Our strategic offshore investments in Arab Potash Company Ltd. (APC) in Jordan, Israel Chemicals Ltd. (ICL) in Israel and Sociedad Química y Minera de Chile S.A. (SQM) in Chile contributed $109 million to earnings for the quarter, well above their $76 million total in the third quarter of 2010. The contribution for the first nine months of 2011 reached $279 million, surpassing the $261 million for the same period last year — which included a $70 million special dividend from ICL. The market value of our investments in these publicly traded companies, along with China-based Sinofert Holdings Limited (Sinofert), equated to approximately $8.7 billion, or $10 per PotashCorp share, at market close on October 26, 2011.

“Fertilizer buyers were caught between two competing forces during the quarter — one being caution driven by global economic uncertainty and the other the continued strength of global fertilizer demand,” said PotashCorp President and Chief Executive Officer Bill Doyle. “Although customers prudently managed inventory risk, the undeniable need for potash, phosphate and nitrogen ensured our products moved through the system to reach farmers around the world. Our third-quarter performance reflected the unrelenting pressure on global food production — and the strength of our growing fertilizer enterprise.”

Market Conditions
Despite macroeconomic concerns, the push to capitalize on strong crop economics continued to support demand for fertilizer products around the globe.

Offshore potash demand remained robust during the third quarter and on pace to achieve record levels in 2011. Ongoing strength in key offshore spot markets offset limited shipments to India — a major buyer that was largely absent from the market since the first quarter until new contracts were signed in August. Domestic dealers moved late in the quarter to restock inventories to meet an anticipated strong fall application season. This supported healthy third-quarter domestic shipments from North American producers and raised the total for the first nine months to near-record levels. Even as North American producers achieved record third-quarter production, strong demand pulled physical inventories to their lowest levels for the year. Potash prices continued to rise during the quarter, reflecting tight supply/demand fundamentals.

In phosphate, robust agricultural demand supported healthy third-quarter domestic solid fertilizer shipments from US producers. While demand remained strong in offshore markets around the globe, movements from US producers slowed compared to third-quarter 2010, primarily due to timing of shipments under new six-month DAP contracts reached in the quarter with Indian customers. Rising sulfur and ammonia input costs, coupled with tight North American producer inventories, pushed up prices for most phosphate products.

In nitrogen, the prospect of record US corn acreage in the upcoming planting season along with healthy industrial requirements drove record third-quarter US ammonia demand and helped raise US urea demand well above the same period last year. Numerous global ammonia supply outages — due to scheduled maintenance and to unexpected interruptions — along with robust demand moved prices higher for all nitrogen products.

Potash
Record third-quarter sales volumes and significantly higher prices raised potash gross margin to $700 million — the second-highest third-quarter total in company history and more than double the $339 million generated in the same period last year. This raised gross margin for the year to $2.2 billion, well ahead of the $1.3 billion earned in the first three quarters of 2010.

Sales volumes of 2.2 million tonnes in the third quarter pushed the nine-month total to a record 7.5 million tonnes. Sales accelerated throughout the quarter, culminating in record monthly volumes in September. Offshore shipments totaled 1.4 million tonnes, up 17 percent from the same quarter last year. Canpotex Limited (Canpotex), the offshore marketing company for Saskatchewan producers, shipped 40 percent of its third-quarter volumes to Asian countries (not including China and India) and 26 percent to Latin American markets. Shipments to China accounted for 20 percent, while 9 percent was shipped to India. Although product movement to India during the quarter was limited by supply availability, Canpotex was able to reroute certain vessels to meet customers’ immediate needs. Strong demand from North American customers anticipating robust fall requirements helped push third-quarter sales volumes to 0.8 million tonnes — up from 0.7 million tonnes in the same period last year.

Realized potash prices in the third quarter reached $451 per tonne, reflecting the continued upward movement in pricing in all major markets. Realized prices were $145 per tonne higher than in the same quarter last year and $35 per tonne above second-quarter 2011.

Production of 1.9 million tonnes — a third-quarter record — was up from 1.3 million tonnes in the same period last year and helped keep pace with significant product requirements. While increased production had a positive impact on our per-tonne cost of goods sold, this benefit was largely offset by the translation of Canadian-dollar production (against a weaker year-over-year quarterly average US dollar) and higher depreciation costs. A total of 28 shutdown weeks was taken in the quarter for normal maintenance-related shutdowns and capital-related downtime, which resulted in lower production and higher per-tonne costs compared to 2011’s second quarter.

Phosphate
Third-quarter phosphate gross margin rose to $169 million, significantly above the $96 million earned in the same period last year. Higher prices were the primary drivers of improved gross margin, especially in solid fertilizer ($64 million of total gross margin) and liquid fertilizer ($57 million). Feed and industrial products contributed $24 million and $21 million, respectively. Gross margin for the first three quarters of 2011 reached $485 million, more than double the $209 million earned in the same period last year.

Phosphate sales volumes of 1.1 million tonnes for the third quarter were down only slightly compared to the same period last year, despite a temporary outage at our Aurora, NC facility due to Hurricane Irene.

Realized average phosphate prices rose to $602 per tonne, up 35 percent over the third quarter last year. Reflecting strong agricultural demand and tight supply, average realized prices for liquid and solid fertilizer each rose by 42 percent over the same quarter in 2010. Prices for feed (up 25 percent) have been slower to respond because of challenging livestock economics, while industrial prices (up 22 percent) continued to reflect a typical time lag in pricing for the segment.

Increased sulfur and ammonia input costs were the primary driver for higher per-tonne cost of goods sold. Additionally, an adjustment to our phosphate asset retirement obligations — impacted by a decrease in applied discount rates — resulted in a $25 million charge that flowed through cost of goods sold in the quarter.

Nitrogen
Gross margin in the third quarter of 2011 reached $263 million, more than double the $115 million earned in the same period last year, with our Trinidad and US operations contributing $140 million and $123 million, respectively. Gross margin for the year rose to $675 million, significantly above the $375 million generated in the first three quarters of 2010.

Third-quarter nitrogen sales volumes of 1.3 million tonnes were relatively flat compared to the same period last year. Strong ammonia and urea demand resulted in a larger share of production directed to these products rather than to other downstream nitrogen offerings. We experienced an interruption of gas supply at our Trinidad facility during the quarter, but the impact on production was minimal.

Average realized prices for nitrogen rose to $424 per tonne, 56 percent above those of the same period last year. Strong demand and tight product supplies lifted prices for all nitrogen products, with increases of 77 percent for urea, 49 percent for ammonia and 40 percent for other products.

Total average natural gas cost included in production, including our hedge position, was $6.13 per MMBtu, an increase of 22 percent compared to the third quarter last year. The higher cost was primarily a result of an increase in Trinidad gas costs, which moved up with rising Tampa ammonia prices — the benchmark to which our Trinidad gas costs are primarily indexed.

Financial
Selling and administration expenses for the third quarter totaled $46 million, down from $71 million in the same period last year because of lower incentive accrual expenses impacted by changes in our share price. Improved earnings raised our income tax expense to $279 million, up from $152 million in the third quarter of 2010.

We continued to invest in expanding our operational capability in potash, which accounted for the majority of the $590 million in capital expenditures on property, plant and equipment for the quarter.

Outlook
Over the past quarter, investors reassessed risk in an environment of uncertainty surrounding potential European debt defaults and slower global economic growth. Equity and commodity markets quickly reflected these concerns, but our outlook for global fertilizer demand, and for our earnings, remains positive. While current economic issues cannot be ignored, we believe our business is built on fundamentals that differ from the quarter-to-quarter movements in global GDP estimates. The strength of fertilizer demand is tied to the global development story — a growing population demanding more and better food — and we believe the long-term drivers of our success continue to be strong.

Some investors have grown nervous as crop commodity prices have declined from previous highs and experienced heightened volatility in the midst of the macroeconomic uncertainty. While fertilizer demand is undeniably connected to the profitability of farmers around the world, the reality is that farmers’ planting and fertility decisions are not based on day-to-day movements in these markets but on the basics of soil science and the expectation of profit at the end of their growing season. With low global grain inventories continuing to support historically high crop prices, the prospect of strong farmer returns remains. We believe this will serve as a powerful motivator to improve fertilizer applications and, ultimately, food production.

Although fertilizer dealers around the world are acting prudently to minimize their risks and inventories, robust demand continues to pressure tight global potash supplies. We believe most producers have been operating at or near their full capabilities in an attempt to keep pace. We expect global shipments to be approximately 57 million tonnes for 2011 and reach a record 58-60 million tonnes in 2012. While we expect the industry’s global capacity to rise in the coming year, the majority of new capability is anticipated at our facilities. This year illustrated the difficult challenge of producing enough potash to meet demand in a tight supply market; however, we expect our capability to increase production will differentiate us from our competition.

We remain focused on the safe and successful execution of our potash expansion projects underway at Allan, Cory, New Brunswick and Rocanville. Combined with completed expansions at our other facilities, we expect to increase our operational capability in 2012. Our expansion efforts are preparing our company to better meet the world’s rising potash needs.

In North America, the combination of good harvest progress and the anticipation of above-average crop returns is expected to support ongoing strength in fertilizer demand. Strong shipments ahead of the fall application season have positioned dealers well to meet customer needs, and we anticipate post-harvest applications will support healthy fourth-quarter demand.

Latin American markets remain on pace for record fertilizer application in 2011, including record potash imports. Brazil’s burgeoning agricultural economy is creating increasing demand for potash as farmers capitalize on the opportunity to supply the soybeans, sugar cane, corn and other crops increasingly required by markets around the world. Despite robust potash shipments in advance of the primary planting season that is currently in full swing, we anticipate demand will remain seasonally strong for the fourth quarter, supported by purchasing for the Safrinha corn planting that typically begins in February.

India’s growing population has put significant strain on its food supply, and improving potash applications is critical to both its short-term and long-term crop production. With Canpotex’s settlement of new contracts with key Indian customers in August, sales have resumed to this important market. Shipments on remaining contract commitments will continue for the fourth quarter at a delivered price of $470 per tonne, before reflecting a $60 per tonne increase (to $530 per tonne) for volumes in first-quarter 2012. We anticipate rising demand in 2012.

Potash shipments to China are expected to continue throughout the fourth quarter as Canpotex fulfils its commitment on a six-month contract that runs to the end of December 2011. Given China’s growing food requirements, increasing crop production remains a top priority. With its limited ability to expand internal potash production capability and its significant nutrient requirements, we anticipate increased imports in 2012.

Potash consumption in other Asian markets remains strong, as farmers are generating solid returns for key crops grown in the region, including oil palm, rubber, sugar cane and rice. Each of these crops has major nutrient requirements that necessitate significant potash application. Despite shipments temporarily slowing in the fourth quarter, demand in this region is expected to continue to grow and consume record deliveries over the course of 2011.

In this environment, we now estimate our full-year 2011 potash segment gross margin will be in the range of $2.8-$3.1 billion. For the fourth quarter, we anticipate a larger allocation of sales to markets for standard product compared to typically higher-netback granular markets. Total shipments for 2011 are expected to approximate 9.5-9.7 million tonnes. Our ability to reach the top end of the previous sales guidance range has been impacted by weather-related downtime requirements at our Patience Lake solution mine as well as limited additional capability from our Cory operation as the ramping-up of our new red product mill continues. We expect per-tonne cost of goods sold for the fourth quarter will be slightly lower than in the third quarter but still higher than normal because of previously indicated maintenance-related downtime at Rocanville (four weeks) and expansion-related downtime at Allan (six weeks).

We expect our combined phosphate and nitrogen gross margin for full-year 2011 to be in the range of $1.4-$1.7 billion.

We expect 2011 net income per share to be in the range of $3.40 to $3.80.

Conclusion
“Despite economic uncertainty around the world, a growing population has and will continue to need more food and, ultimately, more fertilizer,” said Doyle. “By recognizing this powerful long-term trend and making the commitment to be prepared for growing demand, especially for potash, we anticipate new opportunities in the years ahead. Our expanding operational capability will be increasingly valuable — in helping grow global food production and in serving the interests of all stakeholders in our company.”

[Kongo-Otto]

Hab es auch gelesen und klingt ja super.
Sollte somit früher oder später wieder Richtung 42€ gehen....

[Kongo-Otto]

Ok...das mit den 42€ kommt wohl doch eher später als früher.

Mal sehen wo der Kurs noch hin geht, wenn es so weitergeht....

[Kongo-Otto]

Wieso schmiert denn die Aktie heute so ab?
Bzw. wieso schmiert der ganze Dünger-Markt so ab? Agrium und Yara haben ja auch mit massiven Verlusten zu kämpfen.

[Kongo-Otto]

Potash Corp shares dip on grain prices, brokerage rating

http://www.miningweekly.com/article/potash-corp-shares-dip-o…

Somit dürfte der Kurs in den nächsten Monaten wohl nochmal unter Druck geraten. Langfristig mache ich mir allerdings keine Sorgen....

[Kongo-Otto]

Potash to Extend Production Cuts With Allan Mine Shutdown

http://www.bloomberg.com/news/2012-01-06/potash-to-extend-pr…

[Kongo-Otto]

Potash Corp. Has At Least 36% Upside Potential

http://seekingalpha.com/article/320159-potash-corp-has-at-le…

[Kongo-Otto]

Potash Corp Q4 Misses Estimates; Guides Q1 Below Consensus

http://www.finanznachrichten.de/nachrichten-2012-01/22539662…

Sollte die Aktie nun nochmal auf 30€ abschmieren, dann wird nochmal nachgelegt.
Denn ich rechne immer noch mit 40€ als 12-Monats-Kursziel.

[Kongo-Otto]

und nochmal:

Potash Corp. warnt vor weiteren Produktionsaussetzungen

http://www.be24.at/blog/entry/670332/potash-corp-warnt-vor-w…

[Kongo-Otto]

Potash Corp extends shutdowns at its largest mines

http://www.reuters.com/article/2012/02/22/potashcorp-shutdow…

[Kongo-Otto]

'We love price', says Potash Corp COO

http://www.miningweekly.com/article/we-love-price-says-potas…

[Kongo-Otto]

More Profit To Be Harvested From Potash Corp

http://seekingalpha.com/article/434431-more-profit-to-be-har…

[Kongo-Otto]

April Fools' Day startup for Potash Corp's suspended mines

http://www.miningweekly.com/article/april-fools-day-startup-…

[Kongo-Otto]

PotashCorp Reports First-Quarter Earnings of $0.56 per Share

http://www.finanznachrichten.de/nachrichten-2012-04/23363108…

&

PotashCorp Q1 Profit Dips; Cuts 2012 EPS View

http://www.finanznachrichten.de/nachrichten-2012-04/23363723…

Für mich ist POT immer noch oder gerade jetzt ein attraktives Langzeitinvest, da ich denke, dass wir selbst auf Sicht 2012 noch in die Region von 40€ zurückkehren werden!

[Alpiniolo]

Wie steht es aktuell um Potash?
Der geringe Absatz in China und Indien konnte durch Nordamerika nicht aufgefangen werden.

Wie seht Ihr die Prognose für 2013?

[R-BgO]

Kalikonzern Potash steigert die Dividende um 33 Prozent

Die Aktionäre der kanadischen Potash Corp. of Saskatchewan (ISIN: CA73755L1076, NYSE: POT) dürfen sich über eine Anhebung der Quartalsdividende um 33 Prozent auf 28 US-Cents je Anteilsschein freuen. Der weltweit größte Hersteller von Düngemitteln für die Landwirtschaft schüttet damit zukünftig auf das Jahr hochgerechnet 1,16 US-Dollar aus. Beim derzeitigen Aktienkurs von 43,02 US-Dollar entspricht dies einer aktuellen Dividendenrendite von 2,69 Prozent.

Dies ist die vierte Erhöhung der Dividende in den letzten zwei Jahren. Ausbezahlt wird die Dividende am 2. Mai 2013. Die Potash Corp. kontrolliert rund 20 Prozent des weltweiten Markts für Kali und stand im Jahr 2010 im Fokus des australischen Bergbaukonzerns BHP Billiton. Der Übernahmeversuch scheiterte aber letztendlich. Seit Jahresanfang liegt die Aktie an der Wall Street mit 5,73 Prozent im Plus.

[KMST]

wow...mit der nachricht der russen den oligopolmarkt aufzuhebeln ist heute ordentlich was los.

[santakl]

Potash sector rocked as Uralkali quits cartel; price slump seen
ReutersReuters – 4 minutes 12 seconds ago
Email

MOS 42.67 -10.29
SDF.DE 20.24 -6.30
YAR.OL 255.70 -4.70
BHP.AX 34.95 +0.40
By Polina Devitt and Natalia Shurmina
MOSCOW (Reuters) - Russia's Uralkali (URKA.ME) (URKA.ME) has dismantled the world's largest potash cartel in a move that it expects to slash prices by 25 percent, heralding a reshaped industry and pummeling shares of companies that produce the key fertilizer ingredient.
The break-up of the Belarus Potash Company (BPC), a joint venture with Belarussian partner Belaruskali, could cause a price war and leaves North America's Canpotex as the dominant potash export venture.
It could also lead to cancellations of projects by rivals as the industry weighs the effect of lower prices, but may feed through to better deals for farmers and ultimately consumers.
U.S.-listed shares of the Canpotex owners - Potash Corp of Saskatchewan (POT.N), Mosaic Co (MOS) and Agrium Inc (AGU.N) - plummeted before normal trading hours, cutting their market value by around $14 billion.
BPC and Canpotex had accounted for 70 percent of global trade in potash, and the duopoly had set identical prices in key markets such as China and India.
"In the last few years, BPC and Canpotex ... succeeded by raising potash prices much above their production cost," a senior official at a major Indian potash firm said, asking not to be identified because of the sensitivity of the matter.
"It hurt Indian companies, Indian farmers and the Indian government," the official said. "The break-up will limit their power ... Certainly this will bring down potash prices."
Uralkali is pulling out of the venture after reaching "deadlock" over sales and will export potash via its Swiss-based Uralkali Trading, chief executive Vladislav Baumgertner said.
"In the near future we expect (global) competition to become stronger - that will push prices down," Baumgertner said.
The decision to quit BPC may lead to a fall in the global potash price to below $300 per tonne in the second half of 2013, from the current $400, Uralkali said. Lower fertilizer prices could mean rising demand from price-sensitive farmers in Asia.
"It is as if Saudi Arabia decided to leave OPEC - oil prices would fall immediately," said Dmitry Ryzhkov, equity sales trader at Renaissance Capital.
Shares of Uralkali, part-owned by tycoon Suleiman Kerimov, plunged more than 20 percent, prompting the Moscow bourse to suspend trading in the stock.
Shares of Germany's K+S (SDF.DE), a rival fertilizer firm, sank by 24.5 percent to a six-year low.
Potash Corp shares were down about 24 percent at around $29, while Mosaic and Agrium fell 26 and 7 percent respectively. Agrium's fall was less steep as it is more focused on nitrogen production than potash.
Uralkali will now look to boost sales to retain its dividend policy. It plans to boost potash sales to 13 million tonnes in 2014 and 14 million tonnes in 2015 from 10.5 million tonnes this year by expanding market share in China, India and Brazil.
It plans to export more than 2.5 million tonnes to China this year, mainly by rail - up from 2 million in 2012.
However, it will be harder to win business in India as companies there have already signed import deals for 4 million tonnes, said a senior official at state-run Rashtriya Chemicals and Fertilizers Ltd (RCF.NS), declining to be named.
NEW PROJECTS
The price fall could cause new potash projects to be delayed or canceled, Raffeisenbank analyst Konstantin Yuminov said.
Miner BHP Billiton (BHP.AX) (BLT.L) has plans for a project in western Canada, which would be the world's largest potash mine if it opens as scheduled in 2017.
BHP is expected to take a decision on the $14 billion Jansen project in its next fiscal year. Rival industry executives have questioned the project's profitability at current price levels.
BHP declined to comment on the impact of Uralkali's move.
Uralkali said it would delay its Polovodovsky mine, which would cost an estimated $2.4 billion to build and increase its capacity by 2.5 million tonnes. Other projects cancelled or delayed include the $6 billion Rio Colorado potash project in Argentina, which Brazilian miner Vale (VALE5.SA) quit this year.
VOLATILITY
The BPC news came days after Uralkali announced that shareholder Alexander Nesis had sold his 5 percent stake. Uralkali said it would freeze its buyback program due to likely volatility in its stock.
One industry source said Canpotex had been marketing prices aggressively earlier this year, while BPC held back.
"Canpotex ... managed to increase its global market share by 24 percent at the expense of mostly BPC," the source said. "The Russians are now waking up and realizing they need to change their game."
Uralkali, with costs of around $60 per tonne, said global prices were likely to be kept above $200 per tonne, supported by European and North American operators that have higher costs.
Potash is the main export product for Belarus, Russia's staunchest ally among the former Soviet republics whose economy is stagnating after a financial crisis in 2011.
Belaruskali was a partner to Uralkali for eight years in BPC, which held 43 percent of the global potash export market. Uralkali was at one point rumored to be interested in buying a stake in Belaruskali - which now looks unlikely.
Their joint venture started to crumble this year as rumors emerged that both were selling potash outside the partnership. The two firms previously denied those rumors.
Uralkali said it pulled out because Belaruskali had made key fertilizer ingredient deliveries outside the partnership.
The decision came as a surprise for Belaruskali, said a top manager who asked not to be identified. According to Uralkali's CEO, the company had informed Belaruskali verbally on Monday and then formally on Tuesday. Belaruskali and BPC did not comment.
(Additional reporting by Zlata Garasyuta and Victoria Andreeva in Moscow, Andrei Makhovsky in Minsk, Rajendra Jadhav in New Delhi, Clara Ferreira-Marques in London, Niluksi Koswanage in Kuala Lumpur, Henrik Stolen in Oslo, and Rod Nickel in Winnipeg; Writing by Polina Devitt and Megan Davies; Editing by Timothy Heritage and Dale Hudson)

[santakl]

Antwort auf Beitrag Nr.: 45.144.457 von santakl am 30.07.13 18:09:52

Mosaic says it believes in Canpotex despite Belarusian Potash Co breakup

July 30 | Tue Jul 30, 2013 12:15pm EDT
(Reuters) - Mosaic Co believes in the future of Canpotex Ltd and says it is too soon to consider changing its marketing strategy, despite the breakup of Belarusian Potash Co, a similar partnership that trades the crop nutrient potash.

Mosaic Chief Financial Officer Larry Stranghoener told Reuters that the owners of Canpotex - Potash Corp of Saskatchewan, Agrium Inc and Mosaic - would discuss the next steps once it is clear how Russia's Uralkali OAO will operate.

[KMST]

Potash Corp's Share Buyback Program Cleared

Potash Corporation of Saskatchewan Inc. (POT) announced that it has received clearance from the Toronto Stock Exchange (the TSX) for its share buyback program to purchase for cancellation of up to 43,345,992 common shares over a one-year period subject to a maximum aggregate amount of $2 billion. This represents 5% of the company’s outstanding common shares.

According to Potash Corp., it will purchase its shares between Aug. 2, 2013, and Aug. 1, 2014. There were 866,919,856 common shares outstanding as of Jul 30. Common shares repurchased under the program will be cancelled.

As per the program the shares can be bought through the facilities of the Toronto Stock Exchange, the New York Stock Exchange or other published markets by means of open market transactions. The purchases may also be made by other means or as permitted by the Toronto Stock Exchange and applicable U.S. securities laws.

The buyers can purchase the common shares at the market price at the time of purchase or a price as may be permitted by applicable regulatory requirements. Potash Corp will determine the actual number of common shares that may be repurchased under the program and the timing of any such repurchases.

The move by Potash Corp testifies its commitment to boost shareholders’ value.

[Videomart]

Fallout significant as potash cartel crumbles

No longer is potash pricing under the thumb of two powerhouses, Canpotex and BPC, as Uralkali strikes out on its own.

Author: Kip Keen
Posted: Tuesday , 30 Jul 2013
http://www.mineweb.com/mineweb/content/en/mineweb-industrial…

[Oberkassel]

The shares of Potash Corp./Saskatchewan (USA) (NYSE:POT) are within a hair's breadth of new-multi-year-low territory, after Susquehanna slashed its price target on the stock to $27 from $37. Nevertheless, at least one option trader is keeping the faith, implementing a bullishly biased spread strategy to bet on a rebound north of $30.

Specifically, the speculator bought to open a block of 3,445 September 30 calls for the ask price of $1.24. However, to minimize risk on the trade, the investor simultaneously sold an equal amount of September 33 calls for the bid price of $0.47. Implied volatility is higher at both strikes, underscoring our theory of a new bull call spread, established for a net debit of $0.77 per pair of contracts.

To profit on the play, the strategist needs POT to surmount $30.77 (bought call strike plus net debit) by back-month options expiration. From POT's current price of $29.00, it would take a rebound of 6.1% in order to hit breakeven. But, while the sale of the 33-strike calls limits the spread buyer's breakeven level and maximum risk (to the initial net premium paid), it also caps his maximum profit potential at $2.23 (difference between strikes, less net debit), no matter how high POT should soar north of $33.

So, why didn't the trader simply buy the 30-strike calls? Probably because POT options are more expensive than usual right now. The stock's Schaeffer's Volatility Index (SVI) sits at 45% -- a 19-percentage-point pop since July 26. This ratio sits higher than 81% of all other readings of the past year, suggesting POT's short-term options are relatively pricey.

Right now, POT is trending in the wrong direction for the strategist, down 1.7%. The stock has shed nearly 29% so far in 2013, mostly thanks to a sector-wide slump in late July. Against this backdrop, it's not too surprising to find puts outnumbering calls lately. The stock's Schaeffer's put/call open interest ratio (SOIR) of 1.04 sits just 12 percentage points from a 52-week high, implying that near-term option traders have rarely been more put-skewed toward Potash Corp./Saskatchewan (USA) (NYSE:POT) during the past year.

Source: Schaeffer's Investment Research

Oberkassler

[santakl]

Potash Corp. Debt Outlook Cut by S&P on Industry Turmoil
By Christopher Donville - Aug 6, 2013 10:16 PM GMT+0200

Standard & Poor’s cut its outlook on Potash Corp. of Saskatchewan Inc. on concern the demise of a Russia-led venture that trades potash fertilizers will heighten competition and reduce prices.
S&P reduced Potash Corp.’s ratings outlook to negative from stable after OAO Uralkali, Russia’s largest potash producer, withdrew last week from a marketing venture, Belarusian Potash Co., the credit-rating company said today in a statement. Uralkali also said it planned to increase production volumes to full capacity.
Potash Corp.’s financial results could be “meaningfully hurt” by increased competition and lower prices for the crop nutrient.
“The negative outlook reflects our expectation that industry conditions in the potash sector could become significantly more competitive in the near-term thereby depressing Potash Corp.’s earnings and stretching its credit metrics beyond our leverage threshold,” S&P said in the statement.
Up until now, Belarusian Potash, Uralkali’s joint venture with Belaruskali, and Canpotex Ltd., a venture owned by Potash Corp. and two other North American producers, have dominated potash exports by representing their members in supply and pricing negotiations. That has meant that the producers don’t compete individually against each other in most export markets.
Potash Corp. rose 1.7 percent to C$30.54 at the close in Toronto. The shares of the Saskatoon, Saskatchewan-based company have fallen 25 percent this year.
To contact the reporter on this story: Christopher Donville in Vancouver at [e-mail]

[santakl]

Antwort auf Beitrag Nr.: 45.195.597 von santakl am 07.08.13 09:24:05

Russia frees the potash market
By Kirk Spano
Some stories are just too good and important to pass up, regardless of whether anybody is paying much attention. Last week, the big business of fertilizer got whipsawed by news out of Russia that apparently almost nobody saw coming — the end of one of the planet's two big potash cartels.

As a result of Russian potash company Uralkali's decision to back out of its cartel with Belarus potash company Belaruskali, the share prices of potash producers globally got crushed. This occurred because now, market forces, such as supply and demand, will become more important in setting prices for the vital fertilizers made from potash — the planet’s seventh-most-abundant mineral.

Russian intrigue

The “almost nobody” I mentioned above did not include a couple of Russian billionaires who sold out of the Russian potash producer Uralkali, just before news of its cartel decision. Major shareholders Zelimkhan Mutsoev and Alexander Nesis both sold off stakes exceeding a billion dollars this summer. Their timely, or lucky, or informed, decision to sell their heavy stakes saved them hundreds of millions of dollars prior to Uralkali's 30% share price freefall.

Uralkali has decided that it will run at 100% of capacity, increasing its potash production by about 3.5 million tons per year, which it estimates will lower potash prices from last year's average price of $485 to $300 per ton. This had a direct negative impact on the stock prices of Canada's Canpotex constituents — Canada's potash cartel — Potash Corp (NYSE:POT) , Mosaic (NYSE:MOS) and Agrium (NYSE:AGU) — which all got hammered on the coming reduction in profit margins.

Many traders and those who believe in the long-term story of potash spent a few days in denial, and surely will spend more, about the consequences of the actions in Russia. Message boards lit up with ill-informed ideas about the stupidity of the Russians for backing out of the cartel. The Russians are far from stupid. They are motivated.

I discussed in-depth the motivations of Russia and Uralkali at my American Resource Boom newsletter last week. There are several key things that investors must understand.

The first is that Uralkali is very tight with the Russian government and should not be viewed in the same light as most western companies. There are more factors at work than traditional corporate governance.

Russia wants to increase its regional hegemonic power. It has already has made a loan in 2011 to cash-strapped Belarus, secured by a 35% interest in Belaruskali. If Belarus cannot repay the loan, then Russia takes more control of not only the global potash market, but Belarus itself, which is heavily dependent on the potash industry.

Uralkali also wants to secure long-term potash delivery contracts with China. By lowering the price of potash, Uralkali effectively makes it more difficult for Canadian companies to export to China. Uralkali secured an equity investment from a Chinese sovereign wealth fund last December, which Belaruskali was seeking, to cement their relationship.

In addition, lower potash pricing decreases competition. BHP Billiton (NYSE:BHP) will be making a decision later this year on whether it will build one of the world's largest potash mines in western Canada. They are less likely to commit $15 billion if the payoff is slower — which is what the Russians hope. Investors should monitor developments with BHP's decision on its Canadian investment.

In the aftermath of the split, Belaruskali has already announced it will also increase its potash production and work with Brazil to build ports to serve Brazil's growing agriculture market. Belarus is desperate and Brazil wants to cut a deal on long-term supply. The downward pressure on prices will be substantial. This all leads to further reductions to margins and earnings power at potash producers.

Impact for investors

I told subscribers earlier this summer that Potash Corp. was likely to fall to about $30 per share on general pressures within the potash industry and revised our trading strategy. With the break-up of the Russian-Belarussian cartel, we are revising our thesis again. We see downside on Potash Corp to the low $20s per share. Mosaic, which also derives much of its revenue from potash, and Agrium which derives some of its revenue from potash also face further downside, though not as much as Potash Corp.

Investors should monitor BHP's decision regarding its proposed Jansen project. It may opt to once again attempt to purchase a potash producer, rather than build mining capacity. A takeover of Mosaic is now generating speculation.

In the long-term, potash remains a vital component to the agriculture industry. I am eagerly awaiting an opportunity to buy Potash Corp on the very cheap. Investors should understand that large investors will ultimately become very interested in Potash Corp and will want to develop a scaling in strategy. We are calculating prices now for selling puts on the stock. If we see a blow-off bottom that drives the share price below our low $20s projection, we will seek to add leverage via a LEAP strategy.

Clients of Bluemound have no positions in any company mentioned today. No trades are planned in the next three days. Opinions subject to change at any time without notice.

[Oberkassel]

3 Reasons Why I'm Staying Bullish On Shares Of Potash Corporation Of Saskatchewan

http://seekingalpha.com/article/1659582-3-reasons-why-im-sta…

Oberkassler

[Oberkassel]

Potash Corp: 5 Fundamental Reasons To Buy

http://seekingalpha.com/article/1661912-potash-corp-5-fundam…

Oberkassler

[Highalpha]

genau deshalb bin ich rein. Hatte mich eigentlich auf K + S konzentriert, bin dan aber doch in Potash investiert.

[Oberkassel]

Antwort auf Beitrag Nr.: 45.371.095 von Highalpha am 02.09.13 20:04:24

Potash: Trapped Value Or Value Trap?


http://seekingalpha.com/article/1682782-potash-trapped-value…

Gestern und heute schönes Plus - halte die Aktie für besser als K&S.

Ein Grund für POT bessere Kostenstruktur der Produktion und damit effizienteres Kosten Management, man sollte nochmal nachlegen.

Oberkassler

[Oberkassel]

Potash Corporation of Saskatchewan Inc. Declares Quarterly Dividend


Listed: TSX, NYSE
Symbol: POT

SASKATOON, Sept. 12, 2013 /CNW/ - Potash Corporation of Saskatchewan Inc. announced today that its Board of Directors has declared a quarterly dividend of US $0.35 per share payable November 5, 2013 to shareholders of record October 15, 2013.


Oberkassler

[Oberkassel]

Why I’m Buying Potash Corporation

http://www.fool.com/investing/value/2013/09/18/why-im-buying…

Nach der Fed. Entscheidung um 20.00 Uhr gehen die Kurse auch bei den Anbietern Potash, Mosaic usw.. nach oben.

Oberkassler

[Oberkassel]

Potash Corp Given New $29.00 Price Target at Canaccord Genuity (POT)

http://www.i3investor.com/servlets/fdnews/158889.jsp

Oberkassler

[SEPP_EIXLBERGER]

Potash Corp names Jochen Tilk as its next CEO

http://www.reuters.com/article/2014/04/07/potashcorp-ceo-idU…


(Reuters) - Potash Corporation of Saskatchewan Inc said on Sunday that former Inmet Mining Corp boss Jochen Tilk would become the world's biggest fertilizer company's next chief executive officer, replacing Bill Doyle.

Potash Corp's announcement comes as the Saskatoon, Canada-based company grapples with a challenging global potash market, in which prices have been depressed due to years of soft demand and burgeoning supplies.

Tilk, who comes to Potash Corp after a 30-year career in the mining industry, will become president and CEO effective July 1, the company said in a statement. Doyle, who has been at Potash Corp's helm since 1999, will remain employed with the company as a senior adviser through June 2015.

"Jochen's successful track record, his reputation among peers and commitment to the industry made him the ideal candidate to serve our customers and lead Potash Corp through our next phase of growth," Doyle said in the statement.

In January, Potash Corp forecast a profit of $1.40 to $1.80 per share for 2014, lower than last year, when it earned $2.04 per share, and well below analysts' average 2014 view of $2.00 earnings per share.

The company's shares have dropped 5.6 percent in the last 12 months, versus a 16.7 percent rise in the Toronto Stock Exchange 300 Composite Index. (Reporting by Greg Roumeliotis in New York; Editing by Eric Walsh)

[R-BgO]

aufgestockt

[R-BgO]

Dividende wird gekürzt

von 38c auf 25c

[Dieselflyer]

Antwort auf Beitrag Nr.: 51.610.594 von R-BgO am 29.01.16 12:54:05

ja die Dividende!

jetzt steht aber auf der Agenda: K+S in der MK zu übertreffen und dann vielleicht mit mehr Geld in der Tasche einen gleichwertigen Übernahmekandidaten suchen...

[Dieselflyer]

Antwort auf Beitrag Nr.: 51.660.490 von Dieselflyer am 04.02.16 17:29:20

wahrhaft gigantisch!

für ein Unternehmen aus der 2.Reihe....

[Dieselflyer]

Antwort auf Beitrag Nr.: 51.921.963 von Dieselflyer am 07.03.16 16:44:45

nach den sehr guten Zahlen von K+S

dürfte es für Potash nun endgültig gelaufen sein...nun heisst es am Wettbewerb sich zu positionieren!Falls möglich

[buddha1337]

Guten morgen,
ich bin als Shell Investor zu diesem Unternehmen gekommen und versuche mir gerade ein Bild zu machen von Potash und dem Kali Markt. Erstmals bin ich auf den Kali Markt aufmerksam geworden als Uralkali ankündigte, dasd die Kali Preise fallen werden. Daraufhin kam ja K+S deutlich unter die Räder.

Attraktiv an der Aktie finde ich die Dividende die Quartalsweise ausgeschüttet wird und wahlweise auch als Stock Dividende bezogen werden kann. Davon profitiere ich bereits bei Shell und bin recht zufrieden. Langfristig erhoffe ich mir durch das reinvestieren von Dividenden eine gute Position aufzubauen. Wie der Ölpreis scheint auch der Kalipreis recht weit unten zu sein. Allerdings ist für mich noch nicht ganz ersichtlich welche Akteure da aktuell auf dem Markt sind und mit welcher Entwicklung der Kali Preise in Zukunft zu rechnen ist.

Grundsätzlich ist meine Meinung folgende:
Steigende Weltbevölkerung-> Steigerung der Landwirtschaftlichen Produktion -> erhöhte Nachfrage an Kali

Meine konkreten Fragen wären also:
Mit welcher Entwicklung der Kali Preise rechnet ihr?
Welche Faktoren beeinflussen den Kali Preis?
Für wie sicher haltet ihr die Dividende nach der Kürzung im Januar?
Wie hat sich der Einsatz von Kali in den letzten Jahren entwickelt? Ggf. gibt eine Statistik von Volumen pro Fläche?

[Pebbles]

Ein enormer Kurssprung heute

So ganz kann ich die Freude nicht verstehen, sind doch erst einmal Investitionen nötig.

http://www.rohstoff-welt.de/news/artikel.php?sid=144843&lang…

[Kurierdienst]

moin moin
gibts schlechte Nachrichten?

[Kurierdienst]

aufpassen
wenns so weiter geht, werdet am Ende noch ihr übernommen !

[Kurierdienst]

Das ist ja die reinste Geldvernichtungsmaschine


Performance
1 Tag
21,410CAD
-5,14 %
1 Woche
22,460CAD
+0,49 %
1 Monat
20,660CAD
+9,24 %
3 Monate
22,570CAD
0,00 %
6 Monate
21,440CAD
+5,27 %
Lfd. Jahr
24,200CAD
-6,74 %
1 Jahr
35,580CAD
-36,57 %
3 Jahre
38,140CAD
-40,82 %
5 Jahre
56,030CAD
-59,72 %
10 Jahre
106,030CAD
-78,71 %

[R-BgO]

Potash und Agrium planen eine Fusion

[Hufeisenmagnet]

Potash und Agrium fusionieren

http://www.spiegel.de/wirtschaft/unternehmen/milliardendeal-…" target="_blank" rel="nofollow ugc noopener">http://www.spiegel.de/wirtschaft/unternehmen/milliardendeal-…

Milliardendeal in der Agrarbranche Potash und Agrium fusionieren

In der Agrarbranche vereinigen sich erneut zwei Großkonzerne. Potash und Agrium fusionieren zu einem Unternehmen im Wert von 36 Milliarden Dollar - ein mächtiger Konkurrent für K+S.

Mal sehen ob die sich gemeinsam noch einmal an K&S ran wagen.
Wobei ich glaube. da hätte das Kartellamt was dagegen

[Conger]

Antwort auf Beitrag Nr.: 52.939.063 von Kurierdienst am 28.07.16 17:11:40

Geldvernichter

Ja, das kann man so sagen. Obwohl es nicht ganz nachvollziehbar ist, zumindest fuer mich nicht. Diese Firma ist doch eine der grossen im Bereich Ernaehrung. Und Ernaehrung ist eigentlich einer der konstantesten Bereiche.
Man sollte doch annehmen, dass Duenger immer gebraucht wird. Wie es also zu solchen Kurskapriolen kommt?

[R-BgO]

Antwort auf Beitrag Nr.: 53.258.961 von R-BgO am 12.09.16 14:48:08

mission accomplished

Thread: Nutrien - entstanden aus der Fusion von Potash und Agrium


over-and-out