Tag Archives: POT

Potash Chart and Trade

It’s been a great run in potash related stocks and Ag overall. My basic thesis when the Russian broke the cartel in potash was that it was just a matter of time before the entire industry fought back and kept it together.

Analysis Russia Strategy

Potash – Taking profits and Waiting For Improved Fundamentals

Today we are selling a core position in Potash Corporation (POT, quote) as we think the outlook for crop prices is challenged, while supply issues may also weigh on utilization levels. We are not changing our tune on the longer term thematic elements of the fertilizer sector, and we believe potash of Saskatchewan is an incredibly well run company.

Analysis Fertilizer Russia Tim Seymour