Why you need Phosphate and not Potash

A Canadian mining exploration company

Reply New Message

Prev Message Back To Forum Threaded View Next Message

Clavis

Rank: President [?]

Points: 26378 [?]

Votes: 242 Score: 3.6 [?]

Your Vote:

Please Log In to Vote

Did you know? You can earn activity points by filling your profile with information about yourself (what city you live in, your favorite team, blogs etc.)

Why you need Phosphate and not Potash

posted on Oct 28, 2010 05:47PM

ABOUT: POT

Interpreting Potash Corp. figures leading to an understanding of the fertilizer business.

Extract from Part 2:

So, what do all these numbers tell us? Among other things, the curious fact that in the year 2007, the primary driver of the Potash segment increase was attributed to Volume not Price. Yet, all the big, bad Potash bears and bulls (I might add) have been telling us all along, that it's all about the price of Potash, while the volumes of Potash in 2007 have never even been mentioned! Simply amazing. What do these Potash bears and bulls eat for breakfast? Does anyone got a handle on that? The big price driven increases, once again never mentioned, were in Nitrogen and Phosphates, not Potash. What happened to the big Nitrogen and Phosphate bubbles?

The Better Performing Half of Potash Corp. (Part I)

Gross Margin Drivers at Potash Corp. (Part II)

2007 Cost Impacts at Potash Corp. (Part III)

The Precarious & Problematic Potash Pyramid at Potash Corp. (Part IV)

The 2008 Historic Potash Handoff (Part V)

The 2008 Share Repurchase Program At Potash Corp. (Part VI)

In Support of Potash Corp.'s Projected 2008 Gross Margin Increase

http://seekingalpha.com/author/carl-martin/articles

5 Recommendations

Reply New Message

Prev Message Back To Forum Threaded View Next Message

Please to post a reply