K+S Faktenthread + Technische Analysen + News

The market is finally giving hints of a bullish resurgence. Today a bullish pattern is detected. Based on this pattern, in response to emerging market bullishness the system established new confirmation and stop loss levels. The signal tells us to STAY IN CASH, but the chance of a bullish confirmation that will change the signal to BUY is very high. The Delayed Intraday Module is ON. We strongly suggest you to follow the price action on an intraday basis in order to profit most from the early phase of a bull run.

 

 

 

 

Market Outlook Let’s jump on our white horses and go for a bullish ride. The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated. The market is telling you about a new profit. Do not miss this bullish opportunity.  

Elemental Minerals provides update on the Dingyi Offer
Posted on February 21, 2014 by Asher Berube

- See more at: http://investorintel.com/potash-phosphate-news/...thash.YSpE4KXG.dpuf

China will kaufen!  

Indian farms in urgent need of more phosphate and potash-based fertilizers
Posted on February 21, 2014 by Robin Bromby

- See more at: http://investorintel.com/potash-phosphate-intel/...hash.KN7IS7ZK.dpuf  

Hattip brunneta

Potash in perspective

The long-term outlook and an advanced-stage project bring Asian interest to Western Potash

by Greg Klein


As the world’s population grows, arable land shrinks, causing greater demand for fertilizer.



It’s an opportunity best characterized as “a marathon, not a sprint.” That’s how Western Potash TSX:WPX VP of corporate development John Costigan refers to his company’s Milestone project. The high-grade potash solution mine proposed for southern Saskatchewan achieved full feasibility in December 2012 and final environmental approval last April. Then came tumultuous times, with what Costigan calls the “Russian-Belarusian debacle” that took down the commodity’s price. Now, with solid Asian investment and indications of a market revival, the advanced-stage project might be seen as an early-stage opportunity emerging anew.

Understandably, enthusiasm for potash plunged with the price following Uralkali’s breakup with cartel partner Belaruskali last summer. Late last year, however, JP Morgan pronounced a more optimistic outlook for 2014. By January analysts were saying prices might have bottomed in the Chinese contracts signed by Uralkali and Canpotex, the marketing arm of PotashCorp TSX:POT, Agrium TSX:AGU and Mosaic NYE:MOS.

More recent news suggests funding’s picking up. On February 18 Verde Potash TSX:NPK reported significant progress in its application for US$105 million in loans, grants and investment from the Brazilian government for the company’s Cerrado Verde project. Six days earlier came news that fertilizer giant ICL was buying a $25-million stake in Allana Potash TSX:AAA, with potential up to $84 million, along with an offtake agreement for the company’s Danakhil project in Ethiopia. Last June Western got a $31.98-million cash injection from a Chinese joint venture.

The attraction was the full-feas, fully permitted Milestone. The operation calls for solution mining, in which water is pumped into underground caverns and then retrieved as potash-rich brine. A relatively simple but highly effective technique, solution mining would allow Western to build the greenfield operation in about 40 months.


Just 60 kilometres away the same approach is being taken by the giant K+S Group. Now under construction, the Legacy project is scheduled to begin potash solution mining in 2016.

Milestone benefits from Saskatchewan’s mining-friendly policies and rich infrastructure. Two continental railways pass through the 35,400-hectare property, as do roads, power and gas lines. An agreement with the city of Regina, 30 kilometres away, provides a supply of treated waste water to extract the potash—enough water, in fact, to flush out 2.8 million tonnes per year for the mine’s projected 40-year life.

Those benefits have already attracted a $31.98-million investment from CBC (Canada) Holding Corp, a JV comprised of fertilizer producer China BlueChemical and Benewood Holdings, a subsidiary of the Hong Kong investment firm Guoxin International Investment Corp. The deal comes with a 20-year offtake agreement for the lesser of 30% of Milestone’s production or a million tonnes a year.

With a 19.9% stake in Western, CBCHC plays an active role in the strategic alliance. One China BlueChemical appointee serves on Western’s board and another acts as an observer. The alliance has struck two six-person committees, one to study Milestone’s technical, construction and procurement details and another to recommend financing strategies, meet potential financiers and evaluate proposals.

The alliance brings technical synergies. It also offers potential financial flexibility that could help the junior put together the $2.91-billion capex—a considerable sum but substantially less than K+S is spending 60 kilometres away. One possible Milestone scenario could involve Chinese investment banks which, Costigan points out, can structure finance agreements with a 3:1 debt-to-equity ratio. With one or more additional partners, Western could make the transition to a potash producer.

The company already has mining expertise, most notably with project director Richard Lock. In fact his career has been based on projects much more challenging than a southern Saskatchewan solution mine. While with Rio Tinto NYE:RIO, Lock took the Northwest Territories’ Diavik diamond mine from exploration to production. Among other accomplishments, he also acted as project director for Arizona’s Resolution project, now in pre-feasibility and potentially North America’s largest copper mine.

As for potential partners, discussions have picked up, Costigan says. “There’s renewed interest now. People think the market has settled. If we see prices rise, there’ll be even greater interest.”

The commodity’s long-term fundamentals remain strong, he says. Nothing’s stopping population growth. Meanwhile the global decline of arable land calls for ever-higher crop yields.

“Look at the growth in Chinese potash consumption—it’s definitely why our partners came in,” Costigan says. “They recognize they’re going to see big increases in their consumption. China’s ramping up their domestic supplies, they’re in Thailand, Africa, Kazakhstan. But when you look at the projects out there, there’s nothing that compares with Milestone for volume, quality, cost, location, infrastructure and political stability. There’s nothing that compares globally.”

This article was posted by Greg Klein - Resource Clips on Friday, February 21st, 2014 at 6:46 pm.

http://resourceclips.com/2014/02/21/potash-in-perspective/  

http://www.wallstreet-online.de/diskussion/...thread#1164008_46508693  

http://www.wallstreet-online.de/nachricht/6599805-k-s-preiswende-vollzogen-kaufen  

 

 

 

Asian Citrus axes dividend to fund nutrient spree
26th Feb 2014, by Agrimoney.com

Extra fertilizers

However, while the earnings proved largely in line with market expectations, the group also revealed it was ditching its interim dividend, thanks to its weaker performance and a requirement to fork out for fertilizers washed out by heavy rains.

"In order to maintain production volume, we do expect a higher level of direct costs to be incurred in the short term to alleviate the leaching of soil nutrients caused by the heavy rainfall," Mr Tong said.  

"There has been persistent heavy rainfall and major typhoons in the plantation regions and although there was minimal direct damage to the plantations from the major typhoons, this has caused nutrients to leach from the soil."...

Group revenues fell 16.1% to 748.3m remninbi for the half year, while production costs rose 7.8%, swollen by the need for extra fertilizer and agrichemical applications because of the wet weather.

http://m.agrimoney.com/news/...dend-to-fund-nutrient-spree--6796.html  

 

 

Viking Global Investors LP
Greenwich
Mitteilung von Netto-Leerverkaufspositionen

Zu folgendem Emittenten wird vom oben genannten Positionsinhaber eine Netto-Leerverkaufsposition gehalten:

K+S Aktiengesellschaft

ISIN: DE000KSAG888

Datum der Position: 03.03.2014

Prozentsatz des ausgegebenen Aktienkapitals: 1,67 %  

 

Marshall Wace LLP
WC2N 6HT
Mitteilung von Netto-Leerverkaufspositionen

Zu folgendem Emittenten wird vom oben genannten Positionsinhaber eine Netto-Leerverkaufsposition gehalten:

K+S Aktiengesellschaft

ISIN: DE000KSAG888

Datum der Position: 03.03.2014

Prozentsatz des ausgegebenen Aktienkapitals: 1,16 %  

 

http://www.statistikfuchs.de/Daxtrends/Kali_und_Salz

Erste Kursziele 26 und 27,50.

 

http://dieboersenblogger.de/43340/2014/03/...ie+B%C3%B6rsenblogger%29

 

Kali und Salz hake ich vorläufig ab. Das war mir gestern zu viel Schaden im Chart.  

 

ein höheres Kursziel nach dem andern... ;)

Sell on good News !

 

die olle Malocher Aktie!