K+S, von Rekordhoch zu Rekordhoch

Hammer!

http://www.godmode-trader.de/nachricht/...stuft-ks-hoch,a3285629.html

 

Hat K+S den "Krieg" gewonnen?

 

Die Stimmung dreht und jetzt könnte es ungemütlich für die HF werden. Wenn jetzt die HF sich eindecken, die noch gut im Plus sind, dann bekommen die Trittbrettfahrer ein echtes Problem. Für kurzfristige Spekulanten eine echte Chance für Longies ist es eh egal.

Keine Handelsempfehlung
 

Israel Chemicals to raise $275m debt in US [LIBOR + 2,3%]

The company will carry out a private placement of bonds with US investment institutions.
7 November 13 14:22, Efrat Peretz
[url]http://www.globes.co.il/serveen/globes/...00892168&fid=1725[/url]  

Jetzt auch die UBS!!
5,13%

http://www.ariva.de/news/...ctive-of-Europe-wide-distribution-4839865

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 08.11.13

K+S Aktiengesellschaft

08.11.2013 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.

--------------------------------------------------

Notification of voting rights pursuant to Art. 25a, Sec. 1 WpHG We received the following notification pursuant to Art. 25a, Sec. 1 WpHG on November 08, 2013:

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

2. Notifier: UBS AG, Zurich, Switzerland

3. Triggering event: Exceeding Threshold

4. Threshold(s) crossed or reached: 5%

5. Date at which the threshold is crossed or reached: 05.11.2013

6. Total amount of voting rights: 5.13% (equals 9822301 voting rights) calculated from the following total number of voting rights issued: 191400000

 

http://m.finance-magazin.de/persoenlich-personal/...ft-um-das-rating/

31.10.13
CFO-Portrait: Burkhard Lohr, K + S Kalimarkt: K+S-CFO Burkhard Lohr kämpft um das Rating

Von Marc-Christian Ollrog

Am 14. November muss K+S-CFO Burkhard Lohr Zahlen für Q3 vorlegen. Diese dürften schlecht ausfallen, Konkurrent Potash musste schon eine Gewinnwarnung aussprechen: Die Kunden kaufen nicht mehr. Über dem Konzern braut sich ein Sturm zusammen.

Nach und nach konkretisieren sich die Folgen des von Uralkali angezettelten Preiskriegs auf dem Kalimarkt. Der kanadische Anbieter Potash muss seine Gewinnerwartungen zurückschrauben, offenbar leidet der Kalimarkt unter einem Käuferstreik. Die Abnehmer rechnen mit sinkenden Preisen und schieben ihre Bestellungen auf, bis sich das neue Preisniveau herausgebildet hat.

Analysten erwarten, dass man dies auch den Q3-Zahlen von K+S ansehen wird, die CFO Burkhard Lohr in zwei Wochen, am 14. Novemaber, präsentieren wird. Hinzu kommen die Folgen des Grubenunglücks Anfang Oktober. Über dem Konzern und damit auch dem CFO braut sich ein Sturm zusammen.


Auszug:
Kampf um K+S-Ruf am Kapitalmarkt

Ein Headhunter bringt ihn Mitte 2012 zu K+S. Dort sieht es zunächst für Lohr nach einer weniger dramatischen Aufgabe aus. Doch im August 2013 springen die Alarmzeichen auf Rot, als Uralkali-Chef Wladislaw Baumgertner einen Preiskrieg vom Zaun bricht.

Lohr, in dessen Pflichtenheft die Verantwortung für das 4 Milliarden kanadische Dollar große kanadische Kaliprojekt Legacy steht, ist erneut gefordert. Der Markt reagiert verunsichert, straft die K+S-Aktie ab: „Bis Sommer 2016, wenn die Produktion startet, kann sich eine Menge wandeln. Aber gewiss ist, dass das neue Werk die Wettbewerbsfähigkeit der K+S Gruppe stärken wird“, sagt Lohr. Dass er über eine gute Kondition verfügt, hat er bereits bewiesen.

 

http://www.agweb.com/mobile/newsdetail.aspx?ArticleId=345701

EuroChem Shares Uralkali's Optimism for the Future of Potash

By looking at the headlines over the past few months, one could easily get the idea that Uralkali is the only potash producer of note in the world today. While their exit from the FSU joint venture rocked the potash world and put the fourth leg under tabled greenfield projects, EuroChem, who also resides at the foot of Russia's Ural Mountains is moving forward with two potash plants which will go operational sometime in 2017.

While EuroChem is not as large as Uralkali, low production margins and expected demand from Indo-China are expected buttress the operation. The potash price for sendouts to China slipped this year from $400/MT to today's $325. But EuroChem claims that, even with construction costs, they can still deliver product in the black at $300/ton, telling Bloomberg news their price could fall as far as $250/ton.

EuroChem will begin production ASAP at their two projects, starting-up in 2017, but says it will wait until 2019 before tendering product. By that time, the market could look a lot different than it does today and corn prices in the U.S. may have swung back to the high side. That would inject strength into the U.S. market, and would impact global prices, to a degree.

But the largest buyers -- like India and China -- are often the ones to dictate prices and that may put corn prices at odds with global demand. EuroChem is currently negotiating for $750 million in financing to complete its Usolskiy mine by the first of 2014. But if EuroChem waits until 2019 to tender product, they will have plenty of time to build inventories and garner marketshare.

As Vale SA tables projects, K+S is downgraded and PotashCorp labels Uralkali's stunt, "the dumbest thing they have ever seen", EuroChem bucks the trend and looks ahead with optimism. With wide production margins and a pocket full of cash, EuroChem may be able to stay afloat as they prepare fresh supplies in a down market.  

 

BLUE CHIPS IM VERGLEICH
DAX-Bilanz: Commerzbank und K+S am stärksten
...Die höchsten Wochengewinne erzielten Aktien von Commerzbank (+10,3 Prozent) und K+S (+8,4 Prozent), während die Titel der Deutschen Telekom (-2,4 Prozent) den höchsten Wochenverlust verbuchten...

http://www.finanzen.net/nachricht/aktien/...K-S-am-staerksten-2770342  

Was machen die Leerverkäufer?  

was machen die HF ?
Kann mir nicht vorstellen, dass die unaufgeregt dem Donnerstag entgegen blicken.
Normalerweise sollten doch jetzt Positionen zumindest reduziert werden......  

welches Szenario die HF's für den Donnerstag im Kopf haben ...man weiß ja immer nicht, wer wieviel von dem weiß, was wir nicht wissen (dürfen) ;)  

BPC Exports Over 400,000 Tonnes of Potash Fertilizers in October
Posted on November 12, 2013 by Raj Shah
November 12, 2013 (Source: BelTA) ? Belarusian Potash Company exported from 400,000 to 450,000 tonnes of potash fertilizers in October, thus meeting its goal. The final figure is being specified now, BPC representatives told BelTA.

?We planned to sell 420,000 tonnes in October. The plan has been fulfilled,? BelTA has been told. The main markets were Southeastern Asia countries: Thailand, Bangladesh, Malaysia, Sri Lanka (30,000-35,000 tonnes per country), Brazil (about 110,000 tonnes), Norway (roughly 40,000 tonnes), and Belgium (about 20,000 tonnes).

Apart from that, in October container deliveries to Southeastern Asia were extremely in demand. In the future BPC intends to expand the mechanism for deliveries to other regions.

- See more at: http://investorintel.com/potash-phosphate-press/...hash.9fJCd1zt.dpuf  

Potash slump raises stakes in Russia legal battle
Posted on November 12, 2013 by Asher Berube
November 12, 2013 (Source: Reuters) ? Engineering firm Shaft Sinkers has dismissed as ?nonsensical? an $800 million claim brought by Russia?s third-largest fertiliser firm over the flooding of a mineshaft that delayed a $4 billion potash project.

The claim by Eurochem pits its owner ? tycoon Andrei Melnichenko ? against a trio of oligarchs from ex-Soviet states who indirectly control Shaft Sinkers.

Eurochem filed for arbitration in October 2012 in France and Switzerland after terminating the contract in late 2011. It says Shaft Sinkers concealed evidence that the chemical sealants used would fail to keep groundwater out of the mine.

Shaft Sinkers, which is based in South Africa and listed in London, counters that Eurochem is motivated by a desire to avoid losses after the collapse of a Russo-Belarussian sales cartel in July hammered global prices for the soil nutrient.

?I could agree with many commentators who suggest (that) given the collapse in the price of potash it is better to stop the work, keep the potash in the ground and sue somebody,? Chris Hall, chief financial officer of Shaft Sinkers, told Reuters.

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

Brazil"s fertilizer deficit to widen again after 2018
Posted on November 12, 2013 by Asher Berube
November 12, 2013 (Source: Business News Americas) ? Brazil will continue to be one of the world"s largest importers of fertilizers despite multibillion dollar investments in new fertilizer production capacity, according to a study from an industrial association.

Brazil is one of the world"s leading exporters of agricultural products but currently imports around 70% of its fertilizer requirements.

According to report published by Fiesp, the industrial association of the state of São Paulo, investments in new nitrogen, phosphorus and potassium (or NPK) fertilizer plants will reduce this proportion to 59% in 2018.

However, a continued increase in agricultural demand will then lead to Brazil"s import dependency in NPK fertilizers edging back to 63% by 2023.

- See more at: http://investorintel.com/potash-phosphate-press/...hash.eY6MjDzD.dpuf  

BHP Billiton, First Nations Sign Potash Mine Agreement
Posted on November 12, 2013 by Raj Shah
November 12, 2013 (Source: CTV News) ? An agreement signed between BHP Billiton and three first nations is being called the first of its kind in southern Saskatchewan and for the province?s potash industry.

The international mining giant?s agreement with the Kawacatoose, Day Star, and Muskowekwan first nations outlines opportunities for employment, business and community development involving its Jansen potash project.

- See more at: http://investorintel.com/potash-phosphate-press/...hash.JC5yflB6.dpuf  

Potash fertilizers, tractor assembly discussed during Belarusian delegation?s visit to Brazil
Posted on November 11, 2013 by Asher Berube
- See more at: http://investorintel.com/potash-phosphate-press/...hash.tokitkdB.dpuf  

K+S AG: Partial operation resumed underground
Posted on November 11, 2013 by Raj Shah
November 11, 2013 (Source: K+S AG) ? After the mine disaster in the Unterbreizbach mine, crude salt extraction was partially resumed on 11 November. Production at the Unterbreizbach factory is not expected to start before the end of November.

- See more at: http://investorintel.com/potash-phosphate-news/...thash.Qrea60qL.dpuf  

Russia Asks Again to Meet With Detained Uralkali CEO
Posted on November 13, 2013 by Raj Shah
November 13, 2013 (Source: RIA Novosti) ? The Russian Embassy in Minsk has sent a second request for a meeting with the detained chief executive of Russian potash giant Uralkali because the first request was left unanswered, an embassy official said Tuesday.

- See more at: http://investorintel.com/potash-phosphate-press/...hash.9ARTOQzN.dpuf  

http://www.finanznachrichten.de/nachrichten-aktien/k-s-ag.htm

 

wo sind die ganzen Schwarzmaler hin?

 

http://www.producer.com/daily/...ut-the-price-of-2014-potash-exports/

Belarus to cut the price of 2014 potash exports
Posted Nov. 14th, 2013

MINSK (Reuters) — Belarus plans to cut the price of potash exports to $300 a tonne in 2014, the economy ministry said, adding to pressure on global prices for the soil nutrient already hit by the breakup of its joint venture with Russia.

Belarus’ sales alliance with Russian producer Uralkali fell apart in July, causing an economic headache for Belarus, where potash exports are a key foreign currency earner. The joint venture accounted for 40 percent of the world market.

“We forecast 2014 potash exports of seven million tonnes… We cut the price to $300 per tonne,” deputy economy minister Alexander Yaroshenko told a meeting in parliament on Thursday. The shipments will be priced at a significant discount to the $379 per tonne average that Belarus recorded for exports in the first eight months of 2013. Attempts by Belaruskali and other producers to sell additional volumes following the breakup could put further pressure on prices, Uralkali has said. Uralkali also expected global potash prices to stay above $300 per tonne.

 

http://news.belta.by/en/news/society?id=732528

No hindrances for extraditing Vladislav Baumgertner to Russia
14.11.2013 18:50

MINSK, 14 November (BelTA) – There are no hindrances that prevent the extradition of Vladislav Baumgertner to Russia, BelTA learned from Prosecutor General of Belarus Alexander Konyuk on 14 November.

“As the Prosecutor General I don’t see hindrances that prevent the extradition of Vladislav Baumgertner to Russia. Everything will be done within the framework of the Criminal Procedure Code,” the official told media.

In early November the Office of the Prosecutor General of Belarus received the request of the Prosecutor General’s Office of Russia for extradition of Vladislav Baumgertner. “The documents are being examined and processed. In line with the law we will give an answer,” said the Prosecutor General.

Alexander Konyuk stressed that in Russia Vladislav Baumgertner faces charges similar to those pressed by the Belarusian side.

Vladislav Baumgertner was arrested by Belarusian law enforcement agencies on 26 August. He faced charges specified by part 3, article 424 of the Criminal Code of the Republic of Belarus: abusive exercise of power and abuse of office. Later on pre-trial restrictions for Vladislav Baumgertner were replaced with home detention. The Russian side has brought charges against Vladislav Baumgertner in absentia. The charges are stipulated by part 3, article 33 and part 2, article 201 of the Criminal Code of the Russian Federation (abuse of authority with grave consequences).
 

so richtig glücklich werden die Shorties hier nicht...

 

http://www.finanznachrichten.de/...er-k-s-auf-22-euro-neutral-322.htm

15.11.2013 | 11:37
HSBC hebt Ziel für K+S auf 22 Euro - 'Neutral'

Die britische Investmentbank HSBC hat das Kursziel für K+S nach Zahlen von 21 auf 22 Euro angehoben, aber die Einstufung auf "Neutral" belassen. Das operative Ergebnis (EBIT) des Kalidünger- und Salzproduzenten sei im dritten Quartal wegen Bestandsverträgen mit höheren Preisen besser als erwartet ausgefallen, schrieb Analyst Jesko Mayer-Wegelin in einer Studie vom Freitag. Der langfristige Effekt des Kostensenkungsplans sei unsicher. Dennoch steige aufgrund der zusätzlichen Einsparungen das Kursziel./men/gl
 

http://www.finanznachrichten.de/...-hold-und-ziel-auf-22-euro-322.htm

S&P Capital IQ hebt K+S auf 'Hold' und Ziel auf 22 Euro
15.11.2013 | 08:49

Das Analysehaus S&P Capital IQ hat K+S nach Zahlen von "Sell" auf "Hold" hochgestuft und das Kursziel von 18 auf 22 Euro angehoben. Die geplanten Kostensenkungen des Düngerherstellers seien ambitioniert, gleichwohl positiv, schrieb Analyst Jacob Thrane in einer Studie vom Donnerstag. Er erhöhte seine Schätzungen für den operativen Gewinn (EBIT) 2014 bis 2015 um 30 beziehungsweise 60 Prozent. Mit Blick auf den Bericht zum dritten Quartal habe K+S beim Umsatz unter seiner Erwartung gelegen, beim EBIT aber darüber./ajx/rum  

  

 Entweder zocken oder liegen lassen,irgendwann wacht K+S auf  !!!!!!!!