K+S Faktenthread + Technische Analysen + News

http://www.ariva.de/news/...Ziel-der-europaweiten-Verbreitung-4871307

Stimmrechtsanteile: K+S Aktiengesellschaft: Korrektur unserer Veröffentlichung vom 06.12.2013 -Veröffentlichung gemäß § 26 Abs. 1 WpHG mit dem Ziel der europaweiten Verbreitung

18:05 09.12.13

K+S Aktiengesellschaft

09.12.2013 18:00

Veröffentlichung einer Stimmrechtsmitteilung, übermittelt durch die DGAP -ein Unternehmen der EQS Group AG. Für den Inhalt der Mitteilung ist der Emittent verantwortlich.

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Die UBS AG, Zurich, Switzerland hat uns gemäß § 21 Abs. 1 WpHG am 06.12.2013 mitgeteilt, dass ihr Stimmrechtsanteil an der K+S Aktiengesellschaft, Kassel, Deutschland am 02.12.2013 die Schwelle von 3% der Stimmrechte unterschritten hat und an diesem Tag 2,93% (das entspricht 5608135 Stimmrechten) betragen hat. 0,25% der Stimmrechte (das entspricht 469052 Stimmrechten) sind der Gesellschaft gemäß § 22 Abs. 1, Satz 1, Nr. 1 WpHG zuzurechnen.

09.12.2013 Die DGAP Distributionsservices umfassen gesetzliche Meldepflichten, Corporate News/Finanznachrichten und Pressemitteilungen. DGAP-Medienarchive unter www.dgap-medientreff.de und www.dgap.de  

Fertiliser prices falling

Updated 17 minutes ago

The two big fertiliser co-operatives have announced further price cuts for farmers as world oversupply and weak demand force down international prices.

Ballance Agrinutrients started the ball rolling last week by reducing the price on many products, with a significant price reduction for potash to follow in the New Year.

The company said while the general expectation was that prices for phosphate rock, urea and sulphur would start to rise next year as supply and demand aligned, global pricing for potash was expected to remain sluggish.

Ravensdown on Monday reduced its prices for urea, superphosphate, DAP and ammonium sulphate.

Urea is $610 a tonne - about $30 a tonne cheaper than last week and $189 less than a year ago.


http://www.radionz.co.nz/news/rural/230345/fertiliser-prices-falling  

K+S-Aktie: Das sind Kaufkurse

09.12.13 10:52
aktiencheck.de EXKLUSIV

Kassel (www.aktiencheck.de) - Die Aktie des Kali- und Salzherstellers K+S (ISIN DE000KSAG888 / WKN KSAG88) hat sich derzeit an der wichtigen 21 Euro-Marke festgefahren.

Für einen Ausbruch nach oben fehlt den K+S-Bullen derzeit offenbar noch die Kraft. Die Leerverkäufer der großen Hedgefonds-Riesen halten weiterhin den Deckel auf der Aktie des Kasseler Düngemittelkonzerns.

Die langfristigen Perspektiven scheinen jedoch positiv. Für 2014 wird mit einer weltweiten Belebung der Kalibranche und anziehenden Kalipreisen gerechnet. Im Kalistreit zwischen Russland und Weißrussland zeichnet sich eine Einigung ab. Zudem hat sich das K+S-Management mit der Platzierung seiner zinsgünstigen Unternehmensanleihen unabhängig von den Banken gemacht und kann nun in Ruhe seine Kalimine in Kanada fertig stellen.

Kurzfristig bleibt die K+S-Aktie weiterhin ein Spielball der Shortseller. Vorsichtige Anleger sollten daher unbedingt den charttechnischen Ausbruch über die 21 Euro- Marke abwarten. Angriffe der Leerverkäufer können jederzeit zu erneuten Rückschlägen führen.



Langfristig orientierten Investoren könnte das aktuelle Kursniveau hingegen interessante Kaufkurse bieten.

XETRA-Aktienkurs K+S-Aktie:
21,06 Euro +0,24%

 

Israel Chemicals Eyes Cost Cuts After Potash Price Drop

December 9, 2013 (Source: Reuters) – Israel Chemicals (ICL) must become more efficient to deal with steep global declines in potash and phosphate prices, its chief executive said on Monday...

ICL plans layoffs in Israel, which Borgas said was the only way to survive.

He said ICL would continue to invest in potash in the Dead Sea, Spain and a new mine in the UK, while examining growth initiatives in agriculture, food and engineered materials.

http://investorintel.com/potash-phosphate-press/...potash-price-drop/  

Australia: Cultivate - The future of potash mining

Introduction

Population growth and the ongoing issue of global food security have thrust the production and supply of potash into the spotlight.

Demand for potash is set to grow. The question is, how fast and how soon? What are investors to read into this past summer's shake-up in the market? And what of other key players in or looking to enter the market?

We have a growing population, an increasing focus on healthier and more varied diets, and an escalation in meat consumption – this means a greater production of grain for animal feed and increased fruit and vegetable cultivation, to sustain a greater volume of food production. Potash is seen as essential to that growth.

The limited supply of arable land will also drive demand for potash, particularly given that biofuels (another high-growth area) compete directly with food production for land.

The farming industry has to work within these constraints to increase food yields, to increase the nutritional value of food, and to build in greater drought resistance. This means the use of fertilizer, and in particular potash.

But market prices are suddenly looking far more volatile than they once did. And with good reason.

The end of an era

Despite the importance of potash in agriculture and the size of the market, potash is not traded on any exchange. About two-thirds of global production capacity has, until quite recently, been controlled by two major companies: Belarusian Potash Co (BPC) and Canpotex Ltd.

BPC is an export sales joint venture between Belarus's Belaruskali and Russia's OAO Uralkali. Canpotex is a similar venture between the three biggest North American producers: the Canadian Potash Corp of Saskatchewan Inc, Agrium Inc, and the US Mosaic Co.

BPC and Canpotex would each negotiate sales contracts, sometimes with entire countries, at a fixed price that would become the global benchmark for months at a time. They would then adjust output to support market prices.

30 July 2013 saw the public announcement of the break-up of BPC – a sudden move driven by the growing dissatisfaction of both partners of BPC with the actions of the other. The shock announcement caused the share prices of potash companies to drop sharply, by more than 20 per cent in some cases.

Uralkali's strategy was always one of 'price over volume', but given the break-up it is now free to pursue a greater market share by agreeing lower prices. Uralkali has suggested that prices may fall by up to 25 per cent as competitors compete for market share, as reported by The Financial Times1.

This has prompted serious concerns for some investors about the future of potash prices and the consequences of a price war between the largest producers2.
Enter new players

New entrants to the potash mining sector are seeking to take advantage of potash deposits in new areas, including the Republic of Congo and Ethiopia.

One of these junior miners is Allana Potash Corp, listed on the TSX. Allana's flagship asset is its Ethiopia Potash Project in the Danakil depression in north-eastern Ethiopia. Ethiopian potash deposits in this region are well known and highly concentrated. The Danakil depression is an atypical potash reserve, making it comparatively easily accessible, and therefore less costly to extract. Given the recent changes to the potash market, potential offtakers and equity investors are increasingly interested in Allana's lowcost production potential.

BHP Billiton has also confirmed that it will go ahead with the development of its Jansen project in Canada, albeit with a slower timetable.

The fact that new entrants – such as Allana and Billiton – are continuing to progress their projects indicates that market players recognise the 'compelling long-term fundamentals of the potash industry' outlined by The Financial Times3.
A mixed tale for the market

Despite all the uncertainties regarding the price of potash in the short- and medium-term and the somewhat flat demand over recent years (in large part due to poor economic conditions following the global financial crisis), the prevailing view is that global demand will continue to grow, if at a modest rate.

The break-up of BPC may lead to more market-oriented and transparent pricing for potash. If potash prices do fall, as many predict, we may well see increased demand, leading to price increases in the longer term. This would bode well for all producers, especially those such as Allana who can reap the benefits of less expensive production in the interim.

...


http://www.mondaq.com/australia/x/279980/Mining/...e+of+potash+mining  

Kürzlich gab Kaliumchlorid in China noch nach, erholte sich aber zum Teil wieder.



Bemerkenswert:  Seit dem Preisrückgang ist es die erste gegenbewegung.




http://www.sunsirs.com/de/prodetail-759.html  

Seit 2008 werden dort jährlich 1,2 Millionen Tonnen Kali-Dünger produziert; im Jahr 2014 soll diese Produktion auf 3 Millionen Tonnen gesteigert werden.


http://de.wikipedia.org/wiki/Lop_Nor




ABER:   Laut Factfish verbrauchen die Chinesen 300% der Düngerproduktion.  

Bissl schwer zu verstehen.




http://www.factfish.com/de/statistik-land/china/...3%BCngerproduktion




 

Moscow court places Uralkali CEO Baumgertner under house arrest

Moscow's Basmanny District Court has placed Uralkali CEO Vladislav Baumgertner, who has been charged with abuse of office, under house arrest, Sergei Tsygankov, a spokesman for the Federal Corrections Service department for Moscow, told Interfax on Tuesday.

"The Basmanny Court has changed the restrictive measure in relation to Baumgertner for house arrest until January 20, 2014," Tsygankov said.

Voice of Russia, Interfax
Read more: http://voiceofrussia.com/news/2013_12_10/...-under-house-arrest-9594/

 

Baader Bank AG 13.08.13 15,00 € Sell
Bankhaus Lampe 15.11.13 26,00 € Buy
Barclays 13.08.13 17,00 € Underweight
Berenberg Bank 11.11.13 13,00 € Sell
BMO Bank of Montreal 14.11.13 14,00 € Underperform
Bank of America/Merrill Lynch 15.11.13 14,00 € Underperform
Citigroup Global Markets 14.11.13 21,00 € Neutral
Commerzbank Corporates & Markets 15.11.13 20,00 €
Deutsche Bank 14.11.13 n/a Sell
DZ Bank 14.11.13 23,00 € Buy
equinet 14.11.13 23,00 € Buy
Equita 14.11.13 19,00 € Hold
Exane BNP Paribas 27.10.13 13,00 € Underperform
Hauck & Aufhäuser 15.11.13 17,00 € Sell
HSBC Trinkaus & Burkhardt 14.11.13 22,00 € Neutral
Independent Research 13.08.13 22,00 € Buy
JP Morgan/Cazenove 14.11.13 21,00 € Neutral
Kepler Cheuvreux 28.10.13 17,00 € Reduce
Landesbank Baden-Württemberg 18.11.13 22,00 € Hold
Liberum Capital 14.11.13 15,00 € Sell
Macquarie Securities Europe 14.11.13 24,00 € Buy
Main First Bank AG 14.11.13 20,00 € Underperform
Metzler Equity Research 15.11.13 17,00 € Sell
M.M. Warburg & Co 11.10.13 15,00 € Sell
Morgan Stanley 14.11.13 11,00 € Underweight
Morningstar 31.07.12 28,00 € Sell
Nomura 13.11.13 17,00 € Reduce
Nord/LB 14.11.13 24,00 € Buy
Redburn Partners 06.08.13 15,00 € Sell
Sanford C. Bernstein Limited 14.11.13 15,00 € Underperform
Scotiabank 13.08.13 18,00 € Underperform
UBS 14.11.13 15,00 € Sell  

Fertiliser firms seek Rs 40,000 crore to address payment crisis

- See more at:
http://investorintel.com/potash-phosphate-press/...hash.wgzJo34o.dpuf  

K+S Potash holding job fair in Saskatoon

K+S Potash is looking to hire more than 60 workers for its Legacy Project near Moose Jaw.

The company is holding a job fair at the Lawson Heights Mall on Wednesday and Thursday to collect resumes from potential workers.

“K + S Potash Canada is expecting to hire approximately 60+ positions in 2014 and another 180+ throughout 2015 and 2016, with the majority of the openings in the trades and operations side of the project,” said Sam Farris, Vice President and General Manager of Operations, K + S Potash Canada, in a news release.

The Legacy Project is a potash mine and production facility being built near Moose Jaw. It will be the first new greenfield potash mine built in Saskatchewan in nearly forty years, the company said.

http://www.cbc.ca/news/canada/saskatoon/...air-in-saskatoon-1.2457929
 

Anlegerverhalten
Evotec, K+S und Nordex zuletzt gefragt

11.12.2013 • Die deutschen Privatanleger haben laut einer Umfrage im vergangenen Monat das Kursfeuerwerk an der Börse nicht dafür genutzt, um in großem Umfang Wertpapiere zu verkaufen.

„Keine Spur von Novemberdepression an der Börse: Die Anleger haben auf weiter steigende Kurse gesetzt und teilweise sogar zugekauft. Erst seit Anfang Dezember beobachten wir verstärkt Gewinnmitnahmen“, so ein Produktmanager bei comdirect. Wenn die Privatanleger im November Aktien kauften, dann waren vor allem die Papiere von Evotec, K+S und Nordex gefragt. Diese Titel stehen ebenso in der Liste der meistverkauften Aktien ganz vorne.

http://m.faz.net/aktuell/finanzen/...ex-zuletzt-gefragt-12706370.html  

meine TA zu diesem Wert..

Die Aktie hängt seit Anfang Nov. am 50 % retrace fest.. (Ist also ein harter Widerstand) - gehts nachhaltig darüber winkt 21,836 sowie 24,00 (darüber hinaus sollte klar sein) .. unterste ist 18,336 .. der IKH zeigt einen Seitwärtstrend auf Tagesbasis >> keinerlei Trendbestätigung.. bleibt nur auf den Ausbruch der Fibo Retrace's zu warten..

Chance also..
21,168 - 24,00  = 13,38% long und größer bei Ausbruch über 24,00
zu
21,168 - 18,336 = 13,38% short

1:1 Chance 8(=50% fiboR.) ;)
 

 

 

 

 

 

 

 

Aktuell halten die Leerverkäufer der Hedgefonds folgende Netto-Leerverkaufspositionen in der K+S-Aktie:

3,76% Viking Global Investment LP
2,51% Blue Ridge Capital LLC
1,22% Marshall Wace LLP
0,93% Brookside Capital Management LLC
0,89% Pennant Capital Management LLC
0,78% Citadel Europe LLP
0,74% Adage Capital Management LP
0,69% PointState Capital LP
0,52% Claren Road Asset Management LLC
0,52% Southpoint Capital Advisors

Insgesamt halten die Leerverkäufer der großen Hedgefonds derzeit Netto-Leerverkaufspositionen in Höhe von gewaltigen 12,56% der K+S-Aktien.  

http://www.ariva.de/news/...ctive-of-Europe-wide-distribution-4875579

Stimmrechtsanteile: K+S Aktiengesellschaft: Release according to Article 26, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution

18:05 12.12.13

K+S Aktiengesellschaft

12.12.2013 18:00

Dissemination of a Voting Rights Announcement, transmitted by DGAP - a company of EQS Group AG. The issuer is solely responsible for the content of this announcement.

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Notification of voting rights pursuant to Art. 25a, Sec. 1 WpHG We received the following notification pursuant to Art. 25a, Sec. 1 WpHG on December 11, 2013:

1. Listed company: K+S Aktiengesellschaft Bertha-von-Suttner-Str. 7, 34131 Kassel, Deutschland

2. Notifier: Morgan Stanley, Wilmington, Delaware, USA

3. Triggering event: Exceeding Threshold

4. Threshold(s) crossed or reached: 10%

5. Date at which the threshold is crossed or reached: 06.12.2013

6. Total amount of voting rights: 10.01% (equals 19159892 voting rights) calculated from the following total number of voting rights issued: 191400000
 

http://globalnews.ca/news/1024738/...h-takes-advantage-of-job-losses/

K+S Potash takes advantage of job losses
December 11, 2013 6:50 pm

As others lay off workers K+S Potash Canada is hiring, needing to fill more than 240 positions over the next three years.

SASKATOON – As PotashCorp lays off hundreds of workers in Saskatchewan, K+S Potash Canada is looking to take advantage.

The company is having a “We have jobs!” fair at Lawson Heights Mall.

The company says it is looking to fill more than 60 positions in 2014 and another 180 throughout 2015 and 2016, mostly in trades and operations.

K+S is currently building the Legacy Project, a solution potash mine, near Bethune, Sask.

Many of those laid off from PotashCorp attended the fair.  

China potash affordability rises as key deal looms
11:11 UK, 12th Dec 2013, by Agrimoney.com
Potash prices in China will in 2014 prove their least expensive, compared with corn values, since at least the 1990s, PotashCorp said, raising hopes over a fresh import deal seen as critical for the market...

"A China contract (in early 2014?) could help bring some stability as it would allow for some price discovery," said John Chu at broker Altacorp.

'Opportunistic'

Wayne Brownlee, the PotashCorp finance director, said last week that Chinese, and Indian, purchasers were likely to be "opportunistic" in acquiring potash "and try and sort of find the bottom of the marketplace - being good buyers that they are".

One scenario was to "see the Chinese walking a price early in the first quarter, and that will provide a floor price which will encourage probably the Indians to get in and lock in some tonnage".

However, he acknowledged the importance of the former Soviet Union producers in the market, and the prospects – or not – of a repair of relations between Belaruskali and Uralkali, former partners in the Belarusian Potash Company cartel.

http://m.agrimoney.com/news/...ity-rises-as-key-deal-looms--6587.html