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Value Microcaps Food, Agriculture and Soft Commodities

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Last Post: 1/12/2016 12:53:42 PM - Followers: 125 - Board type: Free - Posts Today: 0

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:
http://www.fertilizerworks.com

Favorite Potash play:

KCL.v/KCLOF.PK
http://www.potash1.com
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:

CHE.UN/CGIFF.PK
http://www.chemtradelogistics.com/
S.O. 33.6M
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

CFX.UN.to/CFPUF.pk

Pulp resources,

http://www.paperage.com/foex/pulp.html

http://www.pulpwatch.com/

 

PostSubject
#2297   CEO Richard Kamolvathin made a huge difference with Spicknspan 01/12/16 12:53:42 PM
#2296   GM Crops and Sterilization - NYBob 02/17/15 03:58:10 PM
#2295   Plantable land must be more valuable now: swampboots 06/23/14 02:45:49 PM
#2294   Putting Profits Before Populations roguedolphin 11/27/13 03:58:37 AM
#2293   hey,rogue! That VRTY has only about 7 million oxnous 08/20/13 05:15:50 PM
#2292   Look at this Glyphosate vs. Autism chart: stock_peeker 08/12/13 08:50:25 AM
#2291   Your chart or link was missing (?? roguedolphin 08/12/13 05:31:28 AM
#2290   Look at this chart correlating autism to use stock_peeker 08/11/13 11:14:57 AM
#2289   Thanks I'll look into that one. roguedolphin 08/09/13 02:58:39 PM
#2288   roguedolphin, do you know about Verity (VRTY)? oxnous 08/08/13 03:25:01 PM
#2287   AMAZING this stock doesnt go up? gold80302 06/25/13 12:15:51 PM
#2286   Allana receives green light for 11 bln birr loan Max Power 06/22/13 04:16:39 PM
#2285   Scary shit~ SPARK 05/24/13 09:22:44 PM
#2284   Open Letter from World Scientists to All Governments roguedolphin 05/23/13 11:52:55 PM
#2283   <The woes of GMOs - Glyphosate and GMOs roguedolphin 04/12/13 01:07:00 AM
#2282   VMC PSL 23 Contest Friday SSKILLZ1 01/09/13 11:41:26 AM
#2281   PCP.V Bobwins are you still holding your Plains CPTMatt 10/15/12 03:11:31 PM
#2280   MAX, r you still holding AAA? I am LearnToTrade 09/14/12 11:55:07 AM
#2279   SGGV...Production Started Max Power 09/14/12 10:57:16 AM
#2278   denial of all permit applications Bobwins 08/24/12 09:29:40 AM
#2277   last PR said they had funds thru August, carolinacoast 07/27/12 12:13:38 PM
#2276   PCT.v .015 well, we can't Bobwins 07/27/12 11:39:03 AM
#2275   Allana Potash's Increasingly Positive Developments In 2012 Max Power 07/09/12 04:04:08 PM
#2273   What's Behind Illinois Stealing Local Hero's Bee Hives? roguedolphin 07/06/12 04:21:21 AM
#2272   still no permits but company seems determined to Bobwins 06/27/12 12:46:11 AM
#2271   PCT.V carolinacoast 04/23/12 01:15:23 AM
#2270   FED has stunk up the Ethipoia potash junior rocketeer357 04/05/12 09:55:33 PM
#2269   AAA.v, wow this one is really taking it Traderfan 04/05/12 12:34:21 PM
#2268   AAA.v/ALLRF.pk has stunk lately. stock_peeker 04/05/12 11:51:25 AM
#2267   PCT.V - Prima Columbia Hardwood E-mailed the CPTMatt 04/02/12 11:29:39 AM
#2266   Chen and eggs in the news at Barron DigiTech 03/25/12 04:39:43 PM
#2265   CALM.. $41.95.. I bought into your egg farm 10 bagger 03/14/12 10:59:50 AM
#2264   The current egg crisis in EU. cl001 03/13/12 03:44:49 PM
#2263   Liberty Metals & Mining and International Finance Corporation Max Power 03/09/12 05:27:58 PM
#2262   PCP - Nice! $3 million vote of CPTMatt 03/08/12 12:25:28 PM
#2261   pcp.v C$.06 They raised Bobwins 03/08/12 11:46:34 AM
#2260   Re: MERC, CFX.TO sorry for not responding earlier. nutsaboutgolf2001 02/25/12 06:26:01 PM
#2259   It started with the above press release. Max Power 02/17/12 12:47:16 PM
#2258   Political Risks in MENA Phosphate Markets Bobwins 02/16/12 04:01:48 PM
#2257   AGU: Agrium beats by $0.34, beats on stock_peeker 02/08/12 08:17:15 AM
#2256   AAA.to/ALLRF, .77 - Allana Potash drills 6.8 m curlews 02/07/12 09:12:25 AM
#2255   AMHPF.PK up 11% after 20% sell off yesterday LearnToTrade 02/01/12 09:35:40 AM
#2254   01/31/2012 Initial Capex of US$ 654.1 million and LearnToTrade 02/01/12 08:37:48 AM
#2253   Started a position on AMHPF.PK (Verde Potash) at LearnToTrade 01/31/12 11:16:01 AM
#2252   Maybe a short term dip as it looks rocketeer357 01/10/12 10:39:41 PM
#2251   .80 price will cause a big selloff in Bobwins 01/10/12 05:13:32 PM
#2250   aaa.v/allrf.pk +.13 to C$.98 Bobwins 01/10/12 04:40:43 PM
#2249   By James Wellstead- Exclusive to Potash Investing News Bobwins 01/05/12 03:22:40 PM
#2248   VMC PSL 20 Deadline Friday SSKILLZ1 01/05/12 01:50:19 PM
#2247   A well timed buy IMHO. AAA has executed rocketeer357 12/23/11 08:16:09 PM
PostSubject