This board is for discussing Food including soft commodities as well as industries that support agriculture like fertilizer, machinery,etc.
The commodity boom has arrived and prices of many commodities are setting records. We are looking for value bargains as well as stocks with a developing story.
A good AG resource:
Favorite Potash play:
Over 400 million ton of Indicated and inferred K2O according to 43-101
Paul Matysek, the founder and CEO of EMC.to, became the president and CEO of KCL after he sold EMC for 1.2 billion.
S.O. 24.7 million
Potash price history: http://www.potashcorp.com/investor_relations/markets_information/market_statistics/market_report/kcl_price/
Favorite sulfuric acid shortage play:
Annual dividend: $1.2 (14% at $8.5 share price)
Chemtrade is one of the world’s largest suppliers of sulphuric acid, liquid sulphur dioxide (SO2) and sodium hydrosulphite (SHS), and a leading processor of spent acid, particularly in the U.S. Gulf Coast region. Chemtrade is also a leading regional supplier of sulphur and sodium chlorate, one of only two North American producers of phosphorous pentasulphide and also produces zinc oxide at three North American locations. Chemtrade obtains these products from its own production facilities and through long-term marketing services agreements and distributes them to customers around the world.
Outlook (Q3 07 report)
Our portfolio of businesses is well positioned and forms an excellent foundation for future growth of size and scale, which continues to be a key element of our strategy. Stable demand for our products and particularly strong demand for sulphuric acid and associated price increases should more than offset foreseeable raw material cost increases.
Favorite Pulp play