POTASH

haben heute auch gut abgeschnitten

Agrium, sehr stark
und
Athabasca Potash trotz der starken letzten Woche
ebenfalls  

Könnt ihr bitte die WKN s eurer Aktien-Empfehlungen mal posten?

Hatte schon mal weiter vorne geschrieben, aber noch keine Antwort.

Wäre wunderbar.

Vielen Dank im Voraus.

 

MfG

 

 

Intrepid Potash IPI A0NJ7U   heute IPO 32$ Stuttgart 20.25e  

RAYTEC A0M8BW  RAY
ARAB POT 911455   40.9
TERRA INDUS 868066  29.65
MOSAIC A0DK91  MOS 88.45
CF INDUSTRIES A0ES9N
AGRIUM 886256   59.32
ANGLO POTASH  A0NFLL
INTREPID POTASH  A0NJ7U   20.25  

Vielen Dank für die WKN s.

Bist du in einem dieser genannten Unternehmen drin?

Ich bin momentan in YARA und k+S drin.

Erwäge aber noch ca. 2 Unternehmen rauszusuchen, die noch nicht fördern, also junge Minen.

Hast du dich bereits damit auseinander gesetzt?

Wie siehts eigentlich mit RAYTEC aus? alles als LONG natürlich.

Danke schon mal für deine Infos.

 

p.s: @ Aktienmonster, hast du die WKN von athabasco potash?

 

Ich finde momentan Raytec, Anglo Potash und Athabasco Potash sehr interessant.

@ alle: Was denkt Ihr über diese Unternehmen?

Würde mich über zahlreiche Infos freuen.

 

MfG

 

 

Greetings

keine Analysezeit momentan, sorry, komme wieder -bei zeiten-zurück

viel Glück

ATHABASCA POT
ABHPF  

Okay... Vorab schon mal Vielen Dank für deine Analysen zu den genannten

Unternehmen, besonders zu den Junior-Minen bin ich gespannt.

War oft stiller Mitleser deiner Postings und finde sie sehr aufschlussreich und daher interessiert mich deine Antwort doch sehr darüber.

 

MfG

 

 

 

Potash Corp. of Saskatchewan Inc.'sfirst-quarter net income nearly tripled amid surging demand and prices for fertilizer and one of its ingredients, potash, leading the firm to sharply raise its 2008 earnings forecast.

The company posted net income of $566 million, or $1.74 a share, compared with $198 million, or 62 cents a share, a year earlier.

Potash had expected earnings of $1.30 to $1.60 a share.

Revenue increased 64% to $1.89 billion. The latest mean estimates of analysts polled by Thomson Reuters were earnings of $1.53 a share and revenue of $1.67 billion.

Looking forward, Potash expects continued food-supply pressures, resulting in moves to increase supplies and further boost the need for fertilizers. In that light, the company sharply raised its full-year earnings forecast to a range of $9.50 to $10.50 a share from $6.25 to $7.25 and sees second-quarter earnings of $2.20 to $2.50 a share. Analysts' mean per-share estimates were $8.84 and $2.30, respectively.

 

 

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.
Das dürfte der Aktie doch zusätzlichen Auftrieb geben. Ich bin gespannt wie die Amerikaner heute auf dieses Ergebnis reagieren.  

JPMorgan is out with a major earnings change on Potash (POT) this morning raising its 2009 EPS estimate to $18.50 from $11.75 a share (vs. consensus $12.70).

Firm's 2008 earnings estimate goes to $10.50 from $8.95 a share.  Notablecalls: Wow, this is probably one the largest EPS estimate raises I've seen in a long time.

POT has gotten whacked over the past two days on an apparent "sell-the-news" reaction to their fantastic results.

I suspect POT will be re-testing the $200 level today following JPM's call.

PS: Currently, RBC Capital has the Street high $300 target on POT. This target is based on their 2009 EPS of $15.02, which is over $3 lower than JPM's new EPS estimate, for what it's worth.

 

 

 

Die guten Q1-Zahlen werden bleiben. China mußte sich mit 1 Mio anstelle der im Q1 benötigten 2,5 Mio to Abnahme begnügen. Da wird in Q2 noch nachgekauft werden. Mittelfristig sehen die Zahlen auch gut aus. Potash prognostiziert eine Zunahme der Produktion bis 2o12 in Höhe von 65 % Wenn es dann auch noch zu weiteren Preiserhöhungen kommt, dann brummt der Laden.  

Gestern Wellenweiser Verkauf bis -6,6%
negatives sentiment Agrar "überlaufn"
Parabolischer Anstieg  etc etc
MOS, alle ag verlieren

ABER

die Optionen in den US speziell der May 230 Vertrag wurde beim Fall von POT massiv gekauft...;-)

.........

Potash Corp.: Examining the Recent Options Boom

Potash Corp. (POT: View sentiment for POTsentiment, chart, options) has seen some heavy option activity in today's trading, as investors respond to the company's removal from Goldman Sachs' America's conviction buy list. The broker attributed axing POT from the list to the absence of fresh catalysts to drive the stock higher. Goldman Sachs reps revealed that all of the previously forecasted events to drive buying incentive have already occurred, including new contracts with Chinese and Indian customers, a global spike in potash prices, and a jump in earnings-per-share estimates. However, the brokerage maintained its "buy" rating on POT, stating potash and phosphate prices should continue to expand in the long-term.

Call Buyers Step Up Their Game

As previously mentioned, POT followers in the options arena have responded to the news with a vengeance, especially in the May 200 – 220 strikes. More specifically, in late afternoon trading, the POT May 200 call (PYP EX) has seen 4,771 contracts cross the tape on open interest of fewer than 6,000. Meanwhile, the May 210 call (PJN EB) has seen more than 5,100 contracts cross the tape on open interest of 8,254, while the May 230 call (PJN EF) boasts more than 6,600 contracts trade on open interest of 8,168. However, the most popular call by far is the May 220 (PJN ED), boasting more than 16,200 contracts cross on roughly 20,000 in open interest.

Delving further into the heavy activity at the May 220 call, I didn't notice any significantly large amounts of contracts crossing the tape, indicating it may be a collection of smaller trades.

Despite today's influx of call activity, it seems near-term options speculators have actually become increasingly skeptical toward POT over the last few days. The stock's Schaeffer's put/call open interest ratio (SOIR) – measuring options slated to expire within 3 months – has risen from 0.72 (in the 12th annual percentile) on April 21, to the most recent reading of 0.78 (in the 32nd annual percentile). In other words, while near-term options players have been more bullishly aligned only 32% of the time during the past 52 weeks, the optimism is less palpable than just last week

http://www.schaeffersresearch.com/commentary/...px?ID=84291&obspage=1  

bloom video (englisch) über den -anhlatenden- Anstieg von Weizen/Reis/etc Preisen ausserhalb der Spekulationsblase

pos statement für moasiac, potash etc

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

Aus den 8 Mrd Beteiligungen an anderen Düngemittelherstellern ergeben sich bereits US$ 26,20 pro share. Das sollte man berücksichtigen, falls man sich Gedanken über die Höhe des Aktienpreises macht.  

Potash Corp. of Saskatchewan (POT) opened at 188.79.

So far today, the stock has hit a low of 185.35 and a high of 189.21. POT is now trading at 187.07, down 6.43 (-3.41%).

The stock hit its 52 week high of 215.97 in April and set its 52 week low of 58.81 in May.

POT has been moving upwards for the past year.

Shares of Potash Corp. of Saskatchewan have been tumbling in early trading after a RBC Capital Markets analyst downgraded the stock to "Outperform" from "Top Pick," saying the company is no longer his top pick due to its recent share appreciation.

Technical indicators for the stock are bullish and steady while S&P gives POT a positive 4 STARS (out of 5) buy rating.

If you’re looking for a hedged play on this stock, consider a May bear-call credit spread above the $220 range.

POT stock could rise up to 17.6% before expiration and this position would still be profitable.

 

 

 

Agrarbabys:

MOS +5$ = +4%
MON +4,8 = +4,31%
IPI +2,21 = +4,84%
etc
etc  

 

 

Hält Ihr es auch für möglich, dass gerade bei Potash einige Banken bzw. Großinvestoren hier einige Puts und Calls loswerden müssen und wegen Verfalltermins dringend niedrige Kurse brauchen ?!? Das Ganze riecht meiner Meinung nach sehr stark nach Manipulation. Potash ist wahrlich kein kleine dubiose Explorerklitsche- dennoch meine ich sehr große Parallelen bei den "Analystenkommentaren" zu erkennen.Entweder die  Leute sind meines Erachtens unfähig oder aus reiner Geldgier manipulativ. Hier werden evtl. die Anleger unter psychologischen Verkaufsdruck gebracht. Ein Konzept, das aber fast immer aufgeht.