Streetwise Agriculture Articles
Why the Pros Bet Contrarian: Sprott Execs Bambrough and Dimitriadis
Source: Zig Lambo of The Energy Report (12/11/12)
When oil was in the limelight, Sprott's Bambrough and Dimitriadis went for wallflower companies in beaten-down sectors. Since 2007, the pair has seen striking highs and lows in natural gas, coal and potash and invested accordingly, infusing companies with much-needed capital and creating startling profits during sector upswings. Read on to benefit from the wisdom these two successful fund managers share in this Energy Report interview and find out where the duo is looking next for major growth.
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Dennis Dishes the Dirt on Fertilizer Stocks
Source: Brian Sylvester of The Energy Report (11/1/12)
Dundee Capital Markets is building out its fertilizer and agriculture platform and sees good reason for investors to do the same. Yields from the big names in the space are driving investor interest, according to Carolyn Dennis, vice president and senior equities analyst, while exposure to the bigger names in potash can be a good defensive move. Juniors, on the other hand, have a harder row to hoe. Read more in this exclusive Energy Report interview.
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Stop Gambling and Find Stable Profits in Energy Investment: Sid Rajeev
Source: Zig Lambo of The Energy Report (10/30/12)
Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns.
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Play Housing and Agriculture with Energy
Source: Frank Holmes, Frank Talk (10/18/12)
"Companies involved in oil refining, exploration and production, drilling and infrastructure stand to gain, as well as companies involved in food, forest and paper products. These are essential ingredients for the billions of people on the planet."
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Fertilizer Could Power Quebec
Source: The Canadian Press (10/10/12)
"Workers in Becancour, Quebec who are facing the imminent closure of a nuclear power plant, may soon find new jobs."
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Aussie Projects Gone to Potash
Source: The Sydney Morning Herald, Peter Ker (10/2/12)
"Speculation that a potash project in Canada has leapt ahead of major Australian projects in BHP Billiton's order of preference have been reinforced by new documents released by the company."
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Bob Moriarty: Finding Massively Undervalued Energy Stocks in Today's Irrational Market
Source: Karen Roche of The Energy Report (9/18/12)
Bob Moriarty knows his own mind, and his frank, no-nonsense commentary has won him a large following of devoted fans—not to mention a track record of outstanding returns on investment. In this exclusive interview with The Energy Report, the irreverent, irrepressible 321energy.com founder shares his take on energy markets. Although he describes today's markets as the most irrational he's ever witnessed, he asserts that energy stocks—many of them massively undervalued—are bound to reward long-haul investors like himself. "You don't have to pick stocks in this environment," he advises. "Just take a dart and throw it."
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Potash Corp. Sees Higher Global Potash Demand in 2013
Source: Reuters (9/6/12)
"Global demand for the soil nutrient potash, key for growing crops like corn, looks likely to climb to 56–60 Mmt in 2013, depending largely on a potential sales rebound to India."
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Invest in What China Needs to Buy: Don Coxe
Source: Peter Byrne of The Energy Report (8/28/12)
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status.
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Saskatchewan Premier Comes Around to Rejigging Potash Royalties
Source: The StarPhoenix (8/24/12)
"Musing this week by Premier Brad Wall that his government should rejig the way it collects royalties from potash producers is somewhat of a surprise, given the stance of his Saskatchewan Party during the election campaign."
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Potash Supply Glut Delays New Vale Project
Source: Dorothy Kosich, Mineweb (8/17/12)
"However, Saskatchewan Minister of the Economy Bill Boyd says he still sees 'significant ramping up of spending between the existing players and new entrants.'"
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There's a Pink Gold Rush for Potash: Fadi Benjamin
Source: Peter Byrne of The Energy Report (7/31/12)
After a tough five years, the price of agricultural potash is rebounding. Demand for fertilizer is on the rise in China, Brazil and the United States, and mining firms are rushing to find new sources of the pink potassium salts. In this exclusive interview with The Energy Report, Fadi Benjamin, mining analyst with Northern Securities Co., shares his top picks in the junior space and talks about the pros and cons facing entrants in an industry dominated by a handful of seniors.
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Fertilizer Giant Seeks Canadian Potash Mines
Source: Bloomberg, Pratik Parija and Prabhudatta Mishra (7/25/12)
"The price of the commodity has increased at least 13% from a year earlier as countries including China, the world's largest consumer, paid more for imports after a drought in the U.S. pushed up the cost of grains."
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Why Vale's Massive Potash Project Isn't Bad News for Juniors
Source: Kip Keen, Mineweb (7/23/12)
"Vale's huge Rio Colorado project might seem like a buzzkill for Brazil-based juniors, but according to Mackie Research Analyst Jaret Anderson, there is plenty of room for additional potash projects in the country."
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Salazar Proposes Potash, Oil and Gas Plan
Source: Associated Press, Susan Montoya Bryan (7/12/12)
"Interior Secretary Ken Salazar introduced a proposal that could end a decades-long squabble over oil and natural gas development in an area that makes up the nation's greatest potash reserve."
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Large-Cap or Small-Cap Potash Stocks for the Long Haul?
Source: SmallCap Network, John Odovich (7/10/12)
"With a drought spreading across a good portion of the country, it's a good time to take a closer look at large- and small-cap potash stocks."
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The Race for Canada's Pink Gold
Source: The Province (6/25/12)
"A greater reliance on potash promises to virtually double the output of emerging economies' agricultural sectors."
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Saskatchewan's First New Potash Mine in 40 Years Breaks Ground
Source: Dorothy Kosich, Mineweb (6/20/12)
"Despite a historic policy of expropriation that cost K+S Group its first Saskatchewan potash operation in the 1970s, the German company has returned four decades later with its new Legacy project."
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It's Growing Season, But Not for Fertilizer Stocks
Source: Forbes, Tom Aspray (6/13/12)
"The seasonal trend analysis shows that historically, investors would be wise to wait until later in the year, when the fertilizer group typically bottoms."
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Forget the Financial Crisis, It's Food You Should Be Worried About
Source: Rick Mills, Ahead of the Herd (6/5/12)
"With the world's population growing ever more rapidly, uranium and potash should be on every investor's radar screen."
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Biggest Value for Agricultural Investors Revealed: Steve Hansen
Source: Peter Byrne of The Energy Report (5/31/12)
Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Hansen discusses which juniors may migrate to the mid-cap arena and why current share price weakness does not dampen Raymond James' bullish sentiment on the sector, from Canada to Ethiopia.
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Bob Moriarty: A Contrarian's Guide to Volatile Markets
Source: Sally Lowder of The Gold Report (5/14/12)
Trotting the globe in his unrelenting quest for investing opportunities, Bob Moriarty had just completed a 21,000-mile travel-a-thon when he picked up the phone for this exclusive interview with The Gold Report. He liked a lot of what he saw, found plenty of bargains along the way and is willing to name names. Ever the contrarian, he is picking up stocks when everyone else is dumping them; he plans to cash in when the mass of sellers morphs into a mass of buyers and drives prices up.
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Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias
Source: Zig Lambo of The Energy Report (5/1/12)
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors.
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North American Potash Inventories Rise in March
Source: Reuters (4/17/12)
"North American potash inventories at the producer level, a key indicator of market sentiment, rose surprisingly in March ahead of the region's spring planting season."
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Chinese Potash Contracts Give Market Hope
Source: Resource Investing News, James Wellstead (3/22/12)
"China's activity in the potash sector has brought mixed reactions to the potash market in early 2012. But with the first week of spring upon the Northern Hemisphere, the promise of record grain prices has kept sentiments high as farmers begin entering the market."
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