Western Potash Corp. - Kali als Kurstreiber.

""""Wo bleibt der Bieterkampf bzw. ein neuer Original-Research ? """""

na ja, dass aus dem bieterkampf mittlererweile ein biederkrampf geworden ist, dürfte nun auch dem grössten Optimisten gedämmert sein.

bzgl. original- Research sucht  wartet man noch auf ein geeignetes Thema.

vor jahren mußte ein vermutlich gefundenes riesiges gasvorkommen auf Milestone dafür herhalten, nun die Story mit Landrechten in der Nachbarschaft. nachdem sich ja die Schreiberlinge von rockstone auch hier im thread dümmeln, ein vorschlag von mir:

wie wäre es denn mit dem plötzlichen finden einer vermeintlichen Goldader?

glück auf!
umbrellagirl



 

wäre und es noch viele glauben, wärs ja lustig. Ich hoffe einfach, dass die Kommentare hier jemandem geholfen haben.  Es hat ja gereicht, wenn man es als Anstoß nahm, selbst nachzusehen und manche Dinge zu hinterfragen.

Aber ich warte noch immer auf die Geschäftsberichte Q1 von Zimtu. Bin gespannt, wieviel Aktien sie nun von Western Potash halten. Ich kann nirgends die 3 Monatszahlen finden. Gibts davon 2014 keine mehr ?

Thairat: Vielleicht kannst du mir den Link dazu zur Verfügung stellen. Ich mein, es könnte ja sein das ich ein potentieller Investor bin. Wenn man da nicht mal einen neuen Geschäftsbericht findet, ist das nicht so gut.  

Welche russischen Waren die EU boykottieren könnte

Den Anfang könnten demnach Einfuhrbeschränkungen für Luxusgüter wie Wodka, Kaviar, Pelze oder Diamanten machen. In einer zweiten Stufe könne es Exportbeschränkungen für Dünger, Chemikalien, Reifen und Schiffe sowie ein Waffenembargo geben. Als schärfste Sanktionen würden schließlich ein Embargo auf russische Gas- und Ölimporte sowie Verbote im Kapitalverkehr erwogen, sagten mit der Angelegenheit vertraute EU-Diplomaten Reuters.

http://www.spiegel.de/wirtschaft/soziales/...ar-und-gas-a-971398.html  

Mittwoch, 21.05.2014 - 11:35 Uhr
K+S: Befreiungsschlag geglückt?

Zudem muss sich der Erfolg der eingeleiteten Sparmaßnahmen der Kasseler erst noch zeigen, während die zukünftige Rentabilität des Legacy-Projekts angesichts der Preisentwicklung am Kalimarkt und des möglichen Markteintritts weiterer Wettbewerber wie BHP Billiton nicht sichergestellt sein dürfte.

http://www.godmode-trader.de/artikel/...iungsschlag-geglueckt,3753553

Is Legacy rentabel is Milestone rentabel, und will Steiner aus Verzweiflung nicht schon nach Seltenen Ehren graben ;,)  

Über K+S

Begrenztes Kurspotential bei einem Kursrisiko von 25%

Fakt ist, dass diese KGV (13 bzw. 14,4) bei rückläufigen Gewinnen aus unserer Sicht das höchste der Gefühle sind. Das Kurspotential ist daher auf absehbare Zeit begrenzt.


Ich wünsche Ihnen viel Erfolg bei Ihrer Geldanlage
Ihr
Sven Weisenhaus

http://www.geldanlage-brief.de/archiv/...gend-enttaeuschende-daten#03

Ja da muß Doc gleich dreimal ;,)

25% bei nem Dax-Wert? Nach unten? Hoffentlich kommts anders, mein Beileid ;,)
 

Indian fertilizer producer IFFCO looks for revised subsidies

By Rod Nickel
Reuters

NEW YORK, May 22 ? India?s largest fertilizer producer, Indian Farmers Fertiliser Cooperative (IFFCO), expects the country?s new government to shake up its fertilizer subsidy program, possibly spurring greater phosphate and potash use to boost crop production.

http://prosperitysaskatchewan.wordpress.com/2014/...subsidies-potash/  

Western Potash Corp. Secures Strategic Pipeline Right-of-Way for its Process Water #potash
by prosperitysaskatchewan
Western Potash Corp. Secures Strategic Pipeline Right-of-Way for its Process Water
My 27, 2014
VANCOUVER, British Columbia--(BUSINESS WIRE)--
Western Potash Corp. (WPX:TSX) (AHE.F) (?the Company?) has successfully negotiated the purchase of an eleven kilometer pipeline right-of-way that runs from the City of Regina Waste Water Treatment Plant (?RWWTP?) to the TransGas natural gas storage caverns, located less than thirty kilometers from the Milestone Potash Project site. Acquiring this right-of-way was important because of the increasing commercial, industrial and residential development in the area. The Company negotiated the rights with TransGas Limited, a natural gas storage and transmission company. TransGas Limited is a wholly owned subsidiary of SaskEnergy Incorporated, a Crown corporation of the Saskatchewan provincial government.
The right-of-way will facilitate the construction of a 30 inch pipeline within the existing right-of-way corridor to transport process water from the RWWTP to the Milestone Potash Project site.
About Western Potash Corp.
Western Potash Corp. is a development stage company focused on building Canada's most efficient potash solution mine. A positive Feasibility Study for the Milestone Project was completed in December 2012. For more information on the Milestone Project, please visit the Company?s website at: http://www.westernpotash.com
ON BEHALF OF THE BOARD OF DIRECTORS
?J. Patricio Varas?
J. Patricio Varas
President and CEO
Forward-Looking Statement

http://prosperitysaskatchewan.wordpress.com/2014/...ess-water-potash/  

Western Potash conquered ...like a thief in the night and as quiet as mice.
?Primed to build a world-class potash mine,? Western Potash ?will be able to be the next producing mine in Canada.?

http://prosperitysaskatchewan.wordpress.com/?s=western+potash  

Potash prices show signs of slow recovery but don"t expect fertiliser joy soon: Rabobank
Posted on May 30, 2014 by Robin Bromby
- See more at: http://investorintel.com/potash-phosphate-intel/...hash.dLSrzozO.dpuf

Indian potash prices settled at $322/tonne in the quarter starting April 1, the beginning of the fertiliser year...
...Rabobank expects Brazilian imports of fertilisers to remain strong even though reported stockpiles are already high. Further increases in potash prices in Brazil potentially to $360/tonne  will see potash producers using the South American agribusiness powerhouse to leverage higher prices in the Southeast Asian market. "Whether this will have a major effect on potash prices worldwide later in the year remains to be seen," the bank notes.

 

Stephan Bogner works in investor relations for Zimtu Capital
http://online.wsj.com/articles/...oncerns-on-paid-research-1401723912

Canadian Miner's Saga Spotlights Concerns on Paid Research

Western Potash Stock Jumps After Analyst Linked to a Major Investor Writes of a Bidding War

By Alistair MacDonald and Ben Dummett

June 2, 2014 11:45 a.m. ET

One day a few months ago, the stock of Western Potash Corp. WPX.T +8.54% abruptly jumped 20% after a research report said potential buyers were likely circling the Canadian miner.

The analyst who wrote the report, Zurich-based Stephan Bogner, has another job: investor relations at one of Western Potash's biggest investors, Zimtu Capital Corp. ZC.V +1.56% Zimtu says it hired Mr. Bogner and his firm, Rockstone Research Ltd., to, among other things, prepare materials on Zimtu's equity holdings. As published on March 13, the report by Rockstone didn't disclose this relationship.

In the days that followed the publication of Mr. Bogner's report, David Hodge, a director on Western Potash's board and president of British Columbia-based Zimtu, sold shares of the mining company. John Costigan, a senior executive of Western Potash, also sold shares during that period. Messrs. Hodge and Costigan said they sold the shares for personal reasons and the sales weren't related to the report.

Some of the provincial regulators who police Canadian markets are increasingly expressing concern that retail investors aren't being adequately informed when analysts or newsletter writers are paid by companies they write about, or by their investors.

The British Columbia Securities Commission is monitoring disclosure by newsletter writers. It has also recently pursued a number of administrative cases against researchers and newsletter writers who it alleges have disguised financial interests in the stocks they cover.

Canada's substantial small-capitalization mining sector has seen a proliferation of research paid for by companies or their investors. It's helping fill a vacuum created as big brokerage firms pay scant attention to the sector, which doesn't generate large fees.

It isn't illegal for a company or investor to pay for financial research, although regulators look for disclosure, and the practice has been around for many years. But in recent years the impact of such reports has been magnified as they become disseminated more widely through online media, blogs and bulletin boards.

"Paid research without proper compensation disclosure is very much of interest and a concern to us," said Peter Brady, the BCSC's director of corporate finance, speaking generally about the industry. He said disclosure should be "meaningful" enough for investors to understand the potential conflicts involved.

Mr. Brady said the regulator is concerned that paid-for research without proper disclosure can be used to orchestrate "pump and dump" schemes in which positive research is released to boost stock prices, after which stock promoters can sell shares at higher prices.

Mr. Brady declined to comment on Mr. Bogner's research or Zimtu. Neither Mr. Bogner, Mr. Hodge, Mr. Costigan nor their companies have been accused of any wrongdoing.

Regulatory experts say disclaimers on paid-for research aren't always included as reports get disseminated in online publications.

"This kind of stuff is more easily disseminated and, once it's out there, anybody can take it and paste into a blog or a website, or whatever," said Edward Waitzer, a lawyer at Stikeman Elliott LLP and a former chairman of the Ontario Securities Commission, Canada's biggest regulator.

In the case of Western Potash, Mr. Bogner also wrote a March 18 article published by Hard Assets, a website aimed at resource investors, saying that the mining company was becoming "increasingly attractive" to suitors. The article didn't disclose Mr. Bogner's relationship with Zimtu. Hard Assets didn't return a call seeking comment. Mr. Bogner said that as far as he knew, he had always disclosed in media interviews if he was paid by a company or investor.

After reading other online coverage of Mr. Bogner's research, Toronto-based carpenter Shan Nathan bought 11,000 shares of Western Potash, believing that it was a takeover target. The share price has fallen since his purchase. He said Mr. Bogner's relationship with Zimtu wasn't declared in the article he read.

"That is really misleading to investors like us," Mr. Nathan said.

A disclaimer at the bottom of Rockstone's eight-page Western Potash report said neither the research firm nor Mr. Bogner were paid by Western Potash but that the author was paid "indirectly" by the company. After Mr. Bogner was approached by The Wall Street Journal, Rockstone updated the report's disclaimer, noting that "the author's employer Zimtu will benefit from appreciation of Western Potash's stock price."

Mr. Bogner said the original disclaimer was adequate, even though he acknowledged that he wasn't paid indirectly by Western Potash, but rather that he receives a retainer from Zimtu.

Zimtu's Mr. Hodge said that disclosure is important to the firm and that after being approached by The Wall Street Journal, the firm had improved disclosure of its relationship with Mr. Bogner. It issued a news release in April announcing it had retained Mr. Bogner and Rockstone. Mr. Hodge and Mr. Bogner both said that Mr. Bogner wasn't paid specifically for the Western Potash report but that the two had discussed it beforehand and it was part of the work Mr. Bogner had been hired to do. Both men said there was no pump-and-dump scheme.

Shares of Western Potash closed at 45 Canadian cents on March 12, the day before the Rockstone report was released. They climbed as high as 69 cents on March 27 before falling back to close at 41 cents on Friday.

In the week after the report was released, Mr. Hodge sold 100,000 shares in Western Potash at prices from 51 Canadian cents to 59 Canadian cents, according to regulatory filings.

Mr. Costigan, vice president of corporate development at Western Potash, sold 30,000 shares in the days after the report for 64 Canadian cents apiece, filings show. Mr. Costigan said Mr. Bogner, who interviewed him for the report, didn't tell him of Mr. Bogner's connection to Zimtu. Mr. Bogner didn't respond to requests for comment on that point.

Regulators in British Columbia are pursuing several administrative cases in which they allege people sought to benefit from share-price moves brought about by researchers and promotional materials called "tout sheets."

In one such case, the BCSC in December accused a hedge-fund manager of fraud and acting contrary to the public interest for writing a negative research report about Silvercorp Metals Inc. SVM.T +1.14% and posting it on a financial blog that he ran, in an alleged attempt to profit from a falling share price. The fund manager, Jon Carnes, denied the allegations and said he was preparing his rebuttal.

Separately, the BCSC's administrative tribunal has yet to rule on the agency's allegations of acting contrary to the public interest against British Columbia-based Colin McCabe, who was allegedly being paid by a Swiss-based asset manager to recommend stocks under pseudonyms and in promotional materials. Mr. McCabe couldn't be reached for comment; a spokeswoman for his lawyer declined to comment. Mr. McCabe, in filings submitted to the BCSC, said he wasn't liable for any wrongdoing, a commission spokesman said.

Last year, the regulator started a program to monitor disclosure by newsletter writers of any payments from companies they write about. The program includes investigating offshore accounts to trace the ownership of companies selling stocks promoted through newsletters, Mr. Brady said.

Read more at http://www.stockhouse.com/companies/bullboard/...#oI4tKlrRlqv5zA3E.99  

New book "Potash: An inside account of Saskatchewan"s pink gold " #potash
JUN 2
Posted by prosperitysaskatchewan

He"s also concerned that recent potash mine expansions and new construction (K+S at Bethune and perhaps BHP Billiton"s Jansen megamine) could lead to another round of long-term oversupply ? just like the 1960s.

"There"s a very real danger," he says, "that we might not have learned the lessons of history."

http://prosperitysaskatchewan.wordpress.com  

WPX Overall Buy
http://canada.stoxline.com/q_ca.php?s=wpx.to  

ist das hier. Jetzt kauft xyz die Aktie wieder hoch um ein paar Lemminge anzulocken. Da kann ich nur sagen: strong buy.

Naja oben steht ja alles geschrieben. Direktor und Co verkaufen die Aktien während Rockstone empfiehlt. Gleichzeitig wird der Autor noch in ein IR Team einbezogen.

Sehr vertrauenswürdige Gesellschaft. Ich gebe dem Verein noch ein paar Jahre. Solche Praktiken haben noch nie lange überlebt.  

IR hat ja noch nie geschadet das sollte man wissen und Rockstone ist wohl bei Zimtu im IR Team soweit ich das verfolgen konnte. Das das MM Aktien verkauft hat sehe ich ähnlich kritisch aber im Moment ist alles beim alten. WPX will übernommen werden bzw. eine Mine bauen und die Chinesen zahlen keine 30 Mio damit das MM noch paar Jahre überlebt. Die haben sich dabei schon was gedacht. Gut alles was das MM macht bin ich auch nicht zu 100% glücklich mit, aber die Aktie im Bekanntheitsgrad steigern hat noch nie geschadet. Denke auch das das auch nicht mehr nötig ist WPX ist bei den Anlegern sowie Investoren schon bekannt genug für seine Weltklasse Liegenschaft.  

Hattip Treadnimbly

Vancouver show
Went there today and in a nutshell " The price of potash has to go over $340/ton. " We are currently approx. $330 and rising. John Costigan spoke and his presentation will likely be on the website. Just a matter of time before China Blue comes up with the financing OR someone buys them out. GLTA.

Read more at http://www.stockhouse.com/companies/bullboard/...#ZvEQz5PTBpYyfW2y.99

Lieber Kasperle als K&S Trauerspiel ;,)
 

die Chinesen wurden ja auch anders behandelt. Man führte einfach neue Aktien ein und gab sie den Chinesen. Eure Anteile wurden somit weniger wert. So wird man auch über kurz oder lang aus der Aktie drücken. In der Zwischenzeit dürft ihr dann alles finanzieren. So siehts zumindest aus.

Was mich dabei immer wieder wundert ist, dass ihr dem was abgewinnen könnt und nicht einfach die Fakten seht.

Damit bin ich auch schon wieder weg, da man hier ohnehin nicht diskutieren kann. Nun haben wir schon Juni und Zimtu hat noch immer keine financial statements abgeliefert. Warum liefern sie keine Zahlen mehr ?? Weder im Q1 noch (nun) im Q2 ? Die letzten Jahre wurde immer ein Bericht abgeliefert. Ich würde mich für die Holdings von Zimtu an WP interessieren.......  

http://www.zimtu.com/i/pdf/Presentation-June2014.pdf

Präsentation von Juni 2014. Auf der Seite 11 werden dann die Top Holdings vorgestellt. Datum März 2013. Meine Frage: Warum März 2013 und nicht aktuell ? Da ist doch was total faul.... glaubt was ihr wollt.  

sind beide über ihre Fonds Langfristinvestoren bei Wpx:

Martin Siegels Stabilitas

http://www.stabilitas-fonds.de

Eric Sprott Asset Management

http://www.sprott.com/market-insights/eric-sprott/

Top Institutional Holders

CBC (Canada) ...    

45.0M    $13,561,652    +78%    19.9%    Low
Hodge (David Ian)    

3.7M    $1,117,285    +6%    1.6%    Low
Varas (Jorge ...    

3.2M    $967,273    +6%    1.4%    Low
Nikolai (Troy)    

1.7M    $506,194    +3%    0.7%    Low
Power (Patrick)    

1.6M    $469,620    +3%    0.7%    Low
Doyle (Buddy)    

1.3M    $400,157    +2%    0.6%    Low
Hauck & ...    

900.0K    $529,508    +2%    0.4%    Moderate
HANSAINVEST ...    

150.0K    $88,251    0%    0.1%    Moderate
Stabilitas GmbH    

70.0K    $26,256    0%    0.0%    Low
Sprott Asset ...    

49.6K    $25,439    0%    0.0%    Low

http://data.cnbc.com/quotes/WPX.TO/tab/8

Dat einzige wat hier faul riecht is Dogs K+S Gülle:   24,89 ? -2,53%  Wieder Tagestiefstkurs geschloßen. Kam von 85? runter auf 15? hoch auf 26? und wenn Dog nich härter rödelt wieder runter auf 12?, autsch ;,)

 

Hattip degreefaster
CTV Regina 
Published Tuesday, May 27, 2014 4:41PM CST 
Western Potash Corp. has purchased a right of way that will facilitate construction of a pipeline to transport treated wastewater from Regina to the company?s proposed Milestone project.
The 11-kilometre right of way runs from the city?s wastewater treatment plant to the TransGas natural gas storage caverns about 30 kilometres from the proposed mine.
The right of way will facilitate the construction of a 30-inch pipeline to transport treated wastewater from the plant to the project site.
In a news release Tuesday, Western Potash said it was important to negotiate the purchase of the right of way with TransGas because of increasing development in the area.
In November 2012, Western Potash signed a $200 million deal with the city to divert up to 60,000 cubic metres of treated wastewater from the plant in the first six years of the agreement.
The proposed potash mine, which is to be located 30 kilometres southeast of Regina, is expected to use another 42,240 cubic metres of recycled water a day in the remaining 39 years of the deal.
The deal also includes a $500,000 commitment fee that will become non-refundable if wastewater isn?t flowing to the potash mine by the end of 2016.
If it still isn?t flowing by 2019, the city would have the option to terminate the contract.
Western Potash will cover the cost of constructing a pipeline from the wastewater treatment plant to the mine.
A city report says diverting the effluent would improve the quality of water in Wascana Creek and downstream lakes.
However, the report also warns that fish habitat in the creek could be impacted by reduced stream flow.
A positive feasibility study for the Milestone project was completed in December 2012.

Read more: http://regina.ctvnews.ca/...to-milestone-mine-1.1840874#ixzz33bSrFwOz

 

OT
Marubeni eyes Vale"s halted Rio Colorado potash project in Argentina

Vale"s decision to ditch its only major asset in Argentina left both governments unhappy. About 8,000 Argentine workers in three provinces were left out of jobs, while Brazil saw its goal of becoming self-sufficient in fertilizer by 2020 seriously jeopardized.

More than 90% of the country"s vast potash consumption comes from imports, leaving the country"s farms largely at the mercy of two producers: Russia"s Uralkali and Canada"s Potash Corporation of Saskatchewan.

Vale acquired Rio Colorado from mining giant Rio Tinto (LON:RIO) in 2009. The company can keep the concession for up to four years.

http://www.mining.com/...ado-potash-project-in-argentina-97596-34941/  

BHP changing Chinese focus towards consumer-orientated commodities ? like potash 

Mackenzie told reporters in Beijing on Thursday he expects rising Chinese demand for materials with more consumer uses, such as copper, while greater food consumption could lead to more demand for the soil nutrient potash.

?We see a Chinese economy gradually shifting from construction to consumption, and so, we will transition,? said Mackenzie adding that ?We imagine we will continue to creep our exports of steelmaking materials like metallurgical coal and iron ore, but we?re much more likely to make major investments in what we feel are the next phase of China?s growth in energy and in food.?

http://prosperitysaskatchewan.wordpress.com/2014/...ke-potash-potash/

 

Meat is the new coal ? and what that means for potash and phosphate
Posted on June 9, 2014 by Robin Bromby
- See more at: http://investorintel.com/potash-phosphate-intel/...hash.NfIoM7zj.dpuf

China?s enormous appetite for food is the subject of a special section in the World Bank?s latest China update, which showed that between 1980 and 2009 fat intake in China nearly tripled from 34 grams per person to 96g. And this was due to greater consumption of livestock products.

But what the World Bank report does not do is examine the implications of this for fertilizer, and potash and phosphate in particular. The report does mention in passing that ?production of livestock-based food requires far greater resources?, but, in essence, what is required is that more grain is produced to feed the animals or better grass is grown. That requires fertilizer, and as the years go on even greater amounts of it.

For both Chinese farmers, and foreign ones who will be filling the shortfalls in Chinese domestic production, this poses a challenge at a time when increasing urbanisation and dwindling arable land means yields are going to need to rise substantially. As we never tire if pointing out on Investor Intel, all roads will lead back to fertilisers. Eventually.

DER CHINESISCHE DÜNGERVERBRAUCH WIRD SCHLUSSENDLICH STEIGEN

 

India considering urea price hike to curb fertiliser subsidies
Potashpreis könnte davon profitieren.

?A two to three percent rise in urea prices won?t make any meaningful difference in subsidy allocation. We are pitching for at least a 10 percent hike,? said one government official who requested anonymity.

?Following the gas price hike, urea prices need to be raised by 40 to 50 percent. The government can?t do it in one go. A 10 percent rise would be a good start,? said an official at a state-run fertiliser company.

The urea price has risen just 16.5 percent since 2000 to 5,360 Indian rupees ($91) per tonne, while prices of other crop nutrients like diammonium phosphate (DAP) have nearly tripled and muriate of potash (MoP) has quadrupled. The growing price gap has led farmers to use urea indiscriminately, industry executives said.

India?s annual urea consumption has jumped by half to 30 million tonnes over the past decade. It produces 22 million tonnes of urea a year and has to import 8 million tonnes to meet demand, the FAI estimates.

?It has been kept almost flat for last 10-15 years. The time has come (for) a rational, step-by-step process of increasing prices,? said R. Mukundan, managing director at Tata Chemicals . ($1 = 59.3100 Indian Rupees)

Shares of fertiliser companies jumped on the news as the move will relieve pressure on margins. Chambal Fertilisers and Chemicals gained 8 percent and Rashtriya Chemicals and Fertilizers Ltd surged as much as 9.1 percent.

Among beneficiaries of reduced Indian urea subsidies could be Canada?s Potash Corp of Saskatchewan, U.S. Mosaic Co and Russia?s Uralkali.

http://investorintel.com/potash-phosphate-press/...tiliser-subsidies/  

Meet the Russian CEO on a Mission to Guard Potash Prices
By Yuliya Fedorinova Jun 10, 2014 6:21 AM CT

?We are a responsible market player,? Osipov, 48, said in an interview in his Moscow office. ?Market share is important for us, but we don?t want prices to fall.

?That?s a shift from what Uralkali was saying before,? Elena Sakhnova, a VTB Capital analyst, said by phone.
Output will probably be 11 million metric tons this year, below the company?s target of 12.5 million tons, Sakhnova said.
?This is a more responsive approach from Uralkali, which is good for the market,? Konstantin Yuminov, an analyst at ZAO Raiffeisenbank, said in a telephone interview yesterday.
Price Slump

http://prosperitysaskatchewan.wordpress.com/2014/...rd-potash-prices/  

Source: ?The impact of foreign investment restrictions on the stock returns of oil sands companies.? June 2014.

Juniors rely on outside financing to grow their operations much more than their larger counterparts. Much of that investment comes from joint ventures, in which a partner buys a stake in a project and then gets a proportionate share of its returns.

Those sorts of transactions, at least in theory, are still allowed under Ottawa's new rules, provided the foreign state-owned entity doesn't have control. In reality, the rules are causing investment to slow down, the report concludes.

http://www.mining.com/...canadas-barriers-to-foreign-investors-50330/