Western Potash Corp. - Kali als Kurstreiber.

Düngemittelpreise
Kaliriese Potash verweigert sich einer Absatzoffensive

09. Juli 2014, aktualisiert 09. Juli 2014, 03:06 Uhr

Seit das Exportkartell BCP geplatzt ist, drückt Uralkali so viel Dünger wie möglich auf den Markt. Doch bei einer Absatzoffensive macht der neue deutsche Chef des kanadischen Kali-Konkurrenten Potash nicht mit.

WinnipegDer neue Chef des Kaliriesen Potash Corp will der erstarkten Konkurrenz nicht mit einer Absatzoffensive entgegentreten. Es bleibe dabei, dass der K+S -Rivale seine Produktion an die Nachfrage anpasse, um den Preis des Düngers zu stabilisieren, sagte Jochen Tilk der Nachrichtenagentur Reuters...

http://www.wiwo.de/unternehmen/industrie/...tzoffensive/10172614.html

 

Global tätige Kalihersteller seien während des dritten Quartals dank einer Kombination aus starker Nachfrage und verspäteter Lieferungen einiger Lieferanten wahrscheinlich voll ausgelastet oder hätten mit Engpässen im Einkauf zu kämpfen, schrieb Analyst Ben Scarlett in einer Branchenstudie vom Montag. In diesem Umfeld schienen die Preise etwas zu steigen. So habe die Branche die angepeilten Preiserhöhungen in der Europäischen Union bereits umgesetzt und der lang erwartete Preisanstieg in Brasilien stehe kurz bevor.

http://www.finanzen.net/analyse/...weight-JP_Morgan_Chase__Co__510255  

Western was named Industrial Metals & Minerals Company of the Year - Canada. Read more in Acquisition International's Business Excellence Awards Issue... 

http://acquisition-intl.com/...ontent&view=article&id=1706#58

 

In many mining sub-sectors, this chart tends to have almost no producers and a plethora of wannabes over to the left. However in the potash space there is a healthy pack of 800lb gorillas bunched on the right, with the potential should they so choose to discipline all the other players. However with their solidarity now broken some of the more daring wannabes are likely to be transformed into real live producers, upsetting the “natural order of things” in the Cartel’s outdated view. If we had looked at this chart two or three years ago most of those now in funding/permitting mode would have been in discovery mode. So this is one of the few mining sub-sectors where significant progress has been made towards production DESPITE the tough financing conditions.

Christopher Ecclestone is a Principal and mining strategist at Hallgarten & Company in London. - See more at: http://investorintel.com/potash-phosphate-intel/...hash.DftGGAC4.dpuf

 

K+S-Konkurrent Potash schlägt sich besser als erwartet - Ausblick erneut erhöht

SASKATOON (dpa-AFX) - Die Turbulenzen auf den Kalimärkten haben den weltgrößten Düngemittelproduzent Potash (Potash Aktie) auch im zweiten Quartal nicht ganz so stark belastet wie befürchtet. Die globale Düngemittelnachfrage sei "robust", erklärte der neue Konzernchef Jochen Tilk am Donnerstag bei Vorlage des Quartalsberichts. Für das laufende Jahr legte er die Latte erneut höher. Das Preisumfeld verbessere sich und auch die Sparmaßnahmen wirkten.

Für das laufende Jahr zeigte sich der Konzern wie bereits nach dem ersten Quartal erneut zuversichtlicher...

Die Nachfrage sei stark. Das globale Umfeld habe sich verbessert...

http://www.ariva.de/news/...-erwartet-Ausblick-erneut-erhoeht-5110476

 

Potash Corp. Boosts Outlook as Profit Tops Expectations

July 24, 2014 (Source: Reuters) – Potash Corp of Saskatchewan raised its full-year earnings outlook on Thursday after second-quarter profit fell less than expected due to improving global fertilizer demand...

“The key question is, ‘Is this just pent-up (potash) demand finally being satisfied, or is it going to continue into 2015,’” said Peter Prattas, analyst at Cantor Fitzgerald. “Our view is that demand has room to increase slightly in 2015, but we’re not going to continue with the momentum we’ve had to start the year.”

The company said it has a strong potash order book from U.S. buyers for the second half, and Canpotex Ltd – its offshore trading partnership with Mosaic Co and Agrium Inc – is fully committed through the third quarter.

China is driving some of the renewed potash demand. Potash Corp said it expected Canpotex to ship 1.2 million tonnes for the year factoring in optional tonnage arrangements in its contract with Sinofert Holdings Ltd.

Potash shipments to India also look to exceed last year’s level despite weaker monsoon rains that have limited Indian crop potential...

http://investorintel.com/potash-phosphate-press/...tops-expectations/

 

Agrimoney.com | New PotashCorp CEO hands out fistful of upgrades

'Strong customer engagement'

Indeed, the group stressed that in its core potash market there was "strong customer engagement in all key markets", a reference to fresh demand from India and, in particular, China, the top importer of the nutrient.

PotashCorp raised by 500,000 tonnes to 12.0m tonnes its forecast for China's overall potash imports this year, forecasting that buyers will exercise options with suppliers for extra volumes.

With forecasts for North American volumes raise too, to 10m tonnes from 9.0m-9.5m tonnes, the group raised its estimate for world industry potash shipments to 56.5m-58.0m tonnes, from 55m-57m tonnes...

http://m.agrimoney.com/news/...nds-out-fistful-of-upgrades--7303.html

 

What Do Droughts Mean for Potash Investors?

http://potashinvestingnews.com/...ghts-mean-for-potash-investors.html  

UM ZEHN PROZENT

Uralkali wollen Preise für China anheben
China muss künftig mehr für Düngemittel von Uralkali zahlen: Der weltgrößte Kaliproduzent plant eine Preisanhebung für die Abnehmer im Reich der Mitte. Die Verhandlungen darüber werden bis kommenden Jahr andauern.

http://app.handelsblatt.com/unternehmen/industrie/...en/10263680.html

Hattip Ruehrwerk  

Hmmm...

Beim WPX-Kurs bildet sich eine schöne "Untertasse" aus. Habe mir mal eben noch einige Aktien gesichert.
Sind zwar nicht so günstig wie 2008/09, aber wenn die Chinesen dort ernst machen, sollten Preise bis 1€ pro Aktie drin sein (Teilabsicherung bei 0,45€).

Sollten 0,24€ pro Aktie nochmals unterboten werden, so würde ich eine erneute Bodenbildung abwarten und ggf. weiter aufstocken.

Habe bestimmt seit 12-18 Monaten nix mehr gepostet. Ein Wunder, dass ich mein LOGIN noch kannte...

Mosaic posts 42 pct fall in profit, says CEO to resume work

However, the lower prices have lately rekindled demand.
“We have long said we expected to see volumes increase before prices, and that scenario is playing out as anticipated,” Larry Stranghoener, Mosaic’s interim CEO, said on Thursday.
“We expect demand to remain high throughout the year, and with low global pipeline inventory, prices should remain firm,” said Stranghoener, who will retire at the end of 2014.

http://prosperitysaskatchewan.wordpress.com/2014/...o-to-resume-work/  

Agrium Announces Outage at Vanscoy Potash Mine
Posted on July 31, 2014 by Raj Shah

As a result, production has been shut down at this facility.

- See more at: http://investorintel.com/potash-phosphate-news/...thash.9HLXhj9R.dpuf  

Mosaic: potash prices and demand up, cupboards are bare #potash
JUL 31
Posted by prosperitysaskatchewan
Highlights:
Potash prices have risen as well, with customers trying to lock in tonnes for the fall season. I say trying to lock-in tonnes, because supply is limited. Rick McLellan and I recently traveled to visit customers in the corn belt, and we saw empty potash bin after empty potash bin, simply put, the cupboard was bare.
First, let’s discuss the demand picture. Demand for phosphate and potash was strong in all key agricultural areas of the world, so strong in fact, that producers are struggling to keep up. For potash for example, we are fully committed through the third quarter.
In both phosphates and potash, we are maintaining our global shipment forecast, which are 65 million to 66 million tonnes, and 57 million to 58 million tonnes respectively. These forecasts for global shipments have not changed all year, and they were consistently above the rest of the markets, and now others have revised their numbers upward.
First, our potash expansions remain on schedule and on budget. The new shaft at the Esterhazy K3 mine has reached a depth of more than 1,700 feet, and has moved through the Blairmore Water Formation, while the north shaft has reached 1,500 feet, and will soon emerge from the Blairmore. Despite recent volatility in potash demand, we have continued our steady and safe progress on these major projects. New potash capacity does not come cheap or easily, and it requires both a disciplined approach and conviction in the long term demand story. While we have throttled back future expansion plans, our conviction persists in our ongoing projects, because we know the world is going to need our additional production capacity.
The Mosaic’s (MOS) CEO Jim Prokopanko on Q2 2014 Results – Earnings Call Transcript

http://prosperitysaskatchewan.wordpress.com/2014/...-are-bare-potash/  

Water Under Pressure
Navigating competing demands between agriculture and natural resource development.
Posted on July 31, 2014
Written by Chad Eggerman

Saskatchewan’s economy has been growing at a feverish pace the past few years on the pillars of agriculture, mining, and oil-and-gas development. Although growth has recently settled at more sustainable levels, recent discussion in the province has centred around how to best use water resources in future development...

The potash-producing region in Saskatchewan directly overlaps prime agricultural land as well as considerable oil-and-gas reserves. There are two methods to mine potash: solution mining and conventional shaft mining. The solution-mining process involves the construction of a well field composed of at least two drill holes—one to send hot water down to the potash-bearing zones of rock, and another to bring the potash-laden brine up to the surface after percolating in an underground cavern.

Solution mining uses vast quantities of water. Currently, Vale proposes to build a 70-kilometre water pipeline to Katepwa Lake in the Qu’Appelle Valley to pump more than 40 million litres per day for their Kronau project (the equivalent of 15 Olympic-sized swimming pools). K+S Potash Canada is currently building a new solution potash mine and is planning on using up to 60 million litres of water per day. Different regulations in Saskatchewan apply depending on whether the water comes from the surface or the ground, the type of mining  (for potash, solution or conventional), and the location (uranium in the north is regulated differently than potash in the south)...

The risk of water availability for farmers, miners, and oil-and-gas companies is becoming evident. Water supply agreements between miners and water suppliers, like SaskWater or a municipality, are becoming increasingly difficult to negotiate. The water supply agreement is a critical agreement to provide a certain amount of water at a set price. There are very significant risks for potash solution mines, which use water to operate if water supply is curtailed or discontinued...

There are a number of innovative projects in the province to mitigate these risks. Oil-and-gas companies are starting to use treated wastewater for their fracking operations. Municipalities in Alberta and Saskatchewan are now selling treated wastewater to oil companies. The treated wastewater can come from lagoons or from greywater discharge. This is a new revenue stream for municipalities and increases the certainty of water supply for oil-and-gas companies.

Western Potash Corp.’s new potash mine in Milestone, Saskatchewan recently received environmental assessment approval for the facility, including the use of City of Regina treated effluent as the industrial water source for its solution mining process. The water is purified to prevent foaming or scaling. This is the first potash mine in the world to use treated water.

It is expected the discussion between farmers and extractors of natural resources will continue in Saskatchewan and across Canada, with innovative technologies and agreements providing a way forward.  WC

Chad Eggerman is a partner in the Saskatoon office of Miller Thomson LLP and assists owners and contractors to develop projects in the natural resource industry. This article appears in Water Canada’s July/August 2014 issue.

[url]http://watercanada.net/2014/water-under-pressure/[/url]

Gibbet da Probleme mit dem Wasser für Legacy? Eieiei  

http://watercanada.net/2014/water-under-pressure/  

Hi, sag mal weist du ob und wann WPX die Mine fertigstellt?    

Wenn die Finanzierung steht + drei Jahre  

MMG und deren Partner Guoxin International Investment Corp Ltd sowie die staatliche CITIC Metal Co Ltd hatten im April zugestimmt, für Las Bambas 5,85 Mrd. USD zuzüglich der Investitionen zu zahlen, die Glencore seit Anfang 2014 für den Bau der Mine getätigt hatte...
Verkauf am 31. Juli abgeschlossen...
[url]http://bjoernjunker.wordpress.com/2014/08/04/...u-5-mrd-dollar/[/url]
Kommt nach LAS BAMBAS nun MILESTONE;-))  

Ist nur die Frage ob jemand da bei WPX Geld investiert ....... wenn K+S 2015/16 gleich nebenan in Produktion geht.  

Institutionel Investors:

Atacama hält ihren Anteil 1,2m an Wpx seit Jahesanfang ohne zu holgern ;-))

MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
CF Equities HAIG Global Opp 1,200,000 0 0 0 0.54 2.8 06-30-14
FondsSecure Systematik 150,000 0 0 0 0.07 0.39 06-30-14
STABILITAS Gold+Resourcen Spec Sit 70,000 0 0 0 0.03 0.8 12-31-13

http://investing.money.msn.com/investments/...-ownership?symbol=WPSHF

ATACAMA Capital GmbH 1,200,000 0.54 0 0 2.80 30/06/2014

http://quote.morningstar.ca/Quicktakes/owners/...AN&culture=en-CA  

Na ich werde mir in den nächsten Tagen auch mal wieder einige Aktien von WPX ins Depot legen :)  

Zimtu hält rund 2,5 Mio. Aktoen von Western Potash Corp., die derzeit einen Bilanzwert von C$900.000 haben, plus 2,7 Mio. Warrants (ausüb- bar zu C$0,52). Wenn Western Potash sein letztes Hoch bei C$0,70 erreicht (+94% vom aktuellen Kurs C$0,36; was wir binnen der nächsten Mo- nate erwarten, wenn eine strategische Partner- schaft bekannt gegeben wird, um die Milestone Lagerstätte zur Mine zu entwickeln), so sind die 5,2 Mio. Aktien alsdann C$3,6 Mio. wert (+300% vom aktuellen Bilanzwert). Somit würde Zimtu von einem Aktienkursanstieg viel mehr (+206%) profitieren als Aktionäre von Western Potash sel- ber. Sollte es Western Potash tatsächlich gelin- gen, einen strategischen Partner zu finden, sind wir zuversichtlich, dass das Allzeithoch (C$2,10) erreicht werden kann, was bedeuten würde, dass die 5,2 Mio. Aktien alsdann C$11 Mio. wert wären (+1.122% vom aktuellen Bilanzwert).

http://www.rockstone-research.de/research/RockstoneZimtu3deutsch.pdf  

Original-Research
Zimtu Capital Corp. (von Rockstone Research Ltd.): Kaufen
http://www.wallstreet-online.de/nachricht/...tone-research-ltd-kaufen

Dipl. Kfm. Stephan Bogner ist nicht nur Minenanalyst bei Rockstone Research

Ltd., sondern auch Geschäftsführer der Elementum International AG mit Sitz

in der Schweiz, welche Firma auf die Lagerung von Edelmetallen im

Hochsicherheitslager St. Gotthard in der Zentralschweiz spezialisiert ist.

Verwaltungsratpräsident der Elementum ist Prof. Dr. Hans J. Bocker

(profbocker.ch), während Thorsten Schulte (silberjunge.de) im Aufsichtsrat

sitzt. Über die Elementum Deutschland GmbH können Edelmetalle, vor allem

Silber, gehandelt werden, wobei keine MwSt. anfällt, da die Einlagerung im

Zollfreilager St. Gotthard stattfindet. Zusammen mit Prof. Bocker wurde vor

kurzem ein eBook zu Silber veröffentlicht, das kostenlos auf

www.elementum-deutschland.de erhältlich ist.
 

um zu erkennen, was die veröffentlichte Studie wirklich wert ist, von mir anhang, ebenfalls aus veröffentlichter Studie:


"""""Bitte lesen Sie den vollständigen Disclaimer im Research Report und auf www.rockstone-research.com, da ein Interessenskonflikt mit Zimtu Capital Corp. vorherrscht und dies in keinster Weise als 'Anlageberatung' zu werten ist."""""""

jeder möge sich sein eigenes urteil bilden .
für mich ist die aussage nicht das papier wert, auf das sie geschrieben ist.

glück auf!
umbrellagirl  

Agrium potash mine shutdown to last longer
Aug 7 (Reuters) – A mechanical breakdown last week at Agrium Inc’s lone potash mine will keep it shut down longer than expected and cause the Canadian fertilizer company to lose money on potash for the second half of this year, the company said on Thursday.
The downtime will last three to four weeks longer than the 14 weeks planned to tie in its capacity expansion, Chief Executive Officer Chuck Magro said on a conference call.
(Reporting by Rod Nickel in Winnipeg, Manitoba; Editing by Jeffrey Benkoe)

http://prosperitysaskatchewan.wordpress.com/2014/...st-longer-potash/