Tag Archives: AGU

Vale suspends major potash project: Implications for all players

posted on March 12, 2013 at 8:15 am by Tim Seymour

Brazil’s Vale (VALE, quote) never one to shy away from a chance to waste some capital, has decided to scuttle one of the major potash projects in the world.

Agriculture Brazil Food Tim Seymour

Russian potash stock creates $2 billion floor

posted on May 29, 2012 at 8:00 am by Scott Martin

The broad Moscow stock market may be down a harrowing 28% off its 2012 peak. But thanks to a very well funded share buyback program from fertilizer maker Uralkali (URALL, quote), one Russian potash stock has a solid floor under it.

Fertilizer Russia Stocks

The big fertilizer play flying under the radar

posted on May 11, 2012 at 8:00 am by Richard Rittorno

What do natural gas (UNG, quote) and corn (CORN, quote) have in common? If you said fertilizer, you are correct. Natural gas is the key ingredient in producing Anhydrous ammonia, a nitrogen based plant fertilizer.

Analysis Commodities Fertilizer Investing Strategy

Look for fertilizer to stay crazy this week

posted on May 8, 2012 at 8:00 am by Scott Martin

Fertilizer stocks remain a cult on Wall Street as a way to get exposure to the theoretically unlimited upside potential of the agricultural business. After all, everyone needs to eat, and we trade what we know, right?

Commodities Fertilizer Food Stocks

The big fertilizer play flying under the radar (for now)

posted on April 23, 2012 at 3:30 pm by Richard Rittorno

Analysis Commodities Fertilizer Investing Premium Strategy

China has put a floor under fertilizer prices

posted on March 21, 2012 at 8:41 am by Tim Seymour

Uralkali (URALL, quote) has delivered a conclusive rebuttal to all the fretting we have been hearing about the potash market overheating or even collapsing. China is happy to buy this key fertilizer ingredient at last year’s prices, so everyone else has no choice but to follow Beijing’s lead.

Europe Featured Fertilizer Russia Stocks Tim Seymour

JPMorgan’s euro high and low risk lists deliver much-needed sanity

posted on December 9, 2011 at 12:50 pm by Tim Seymour

One of the most respected equity strategists on Wall Street is laying out exactly which U.S. stocks are exposed to euro risk — and which can actually prosper if the European process fails to rescue the shared currency.

Euro Europe Featured Tim Seymour

Brazil moves to increase fertilizer production (POT, AGU, AGRO)

posted on November 7, 2011 at 9:09 pm by Jonathan Yates

With the global population now over 7 billion, fertilizer stocks such as Potash Corp. of Saskatchewan (POT, quote), Adecoagra SA (AGRO, quote) and Agrium Inc. (AGU, quote) have tremendous upside.

Brazil BRIC BRICs Commodities Consumer Countries Emerging Markets Insight Fertilizer Food Investing Latin America Markets Stocks Strategy

Corn surplus sets up a contrarian call on food

posted on October 18, 2011 at 1:35 pm by Scott Martin

The commodity markets are interpreting last week’s corn harvest estimates as a negative for both food prices and the fertilizer group. Do not be misled.

Commodities ETFs Fertilizer Food Stocks Tim Seymour

Uralkali buyback shows strong confidence in potash

posted on October 14, 2011 at 9:41 am by Scott Martin

Russia’s biggest potash producer has allocated up to $2.5 billion to buy back its own shares, both to reward shareholders and because they find the company’s stock “highly attractive.”

Commodities Fertilizer Food Russia Stocks

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