Potash One fka KCL

[Ed Monton]

Insider buying this week

http://www.canadianinsider.com/coReport/allTransactions.php?ticker=kcl

Wonder if MR Lupien knows a good swing trade when he sees it ?

William Lupien
Position: Director

--------------------------------------------------------------------------------
Mr. Lupien brings over 40 years of public-market financial expertise and United States equity-market exposure to the Company's board. Mr. Lupien began his career with Mitchum, Jones & Templeton, a New York Stock Exchange-member and specialist firm in 1965, where he held various positions including president from 1974 through 1980. Mr. Lupien became chairman and chief executive officer in 1988 serving through 1995. Mr. Lupien was the chairman and CEO of Instinet Inc. from 1983 until 1988. He has served as chairman of OptiMark Inc., a company he established in 1995, with a mandate to improve the structure and operational capabilities of the securities market.

Mr. Lupien has served on numerous private and public company boards including Mitchum, Jones & Templeton, Instinet, National Health Enterprises, Energy Metals Corporation and others. He held a position as trustee of the Securities Industry Institute, and the Securities and Exchange Commission national market advisory board and was the governor of the Pacific Stock Exchange for six years. Mr. Lupien is the co-author along with David Nassar of Market Evaluation and Analysis for Swing Trading, published in 2004 by McGraw Hill.

Mr. Lupien is currently a private investor and a financial equity market consultant. He is on the board of directors of Uranium One (TSX:UUU), Midway Gold Corp. (AMEX, TSX.V:MDW), Aflease Gold Ltd. (JSE:AFO) and Skyler Technology Inc.

[Ed Monton]

I believe the business plan is to make the project attractive to a take over. The more they advance the project, the more attractive Potash1 becomes as a takeover candidate.

The same management team pulled this off successfully with Energy Metals.

[teomax]

yeah, thats right. I was speaking about KCL.V, Potash one.

[Luker]

I believe "teomax" meant Potash One (TSX:KCL) {which he incorrectly referred to as POT (Potash)} which alluded to CAPEX of 1.5 biliion in their August 2008 presentation (page 13).

[JustForFun7]

Teomax, POT

"...seeing Pot presentation CAPEX 1.5 billion one have to ask, how do they plan to raise money? ..."

Did you look at their current market cap (59 Billion) and the profits of over .5 billion per qtr? And you still wondering how they could float 1.5 billion in equity or take out a loan, it would take less than a year to pay back?

How much cash or cash equivalents do they have on their books?

Maybe I misunderstood the question?

JFF7

[teomax]

POT, I have them on my watchlist to buy after correction in potash sector. however I dont follow potash/ag sector, so just a stupid question. seeing Pot presentation CAPEX 1.5 billion one have to ask, how do they plan to raise money? or rather, do they hope to be a target of buyout?
it looks like as only way to get their project done.
I cant imagine 1.5 billion raise in equity nor bank lending them 1.5 bilion.

[Mr. Zen]

Is this the bottom of the mineral exploration meltdown?

It would appear to be the bottom if you study the recent reversals in two of the Hermit’s Hovel imaginary mutual fund holdings ~ Potash One and Dejour Enterprises have been hammered lately but the past couple of trading sessions shows a turn upward in price per share. These two positions have been stopped out and we are waiting for a solid reversal before reacquiring them. The exception to that is those investors who truly understand the potential and see this as the bottom.
In this market it would be best to wait and watch, the leading edge of price appreciation is the institutional money and it has dried up causing retail stocks to plummet.
Given the long term potential of both Dejour Ent (AMEX: DEJ) and Potash One (TSX: KCL) of being north of $10.00 per share, the personal risk factor must be considered. For those institutions and long term investors this downturn is of no concern, however for the retail investor who does not have a long term horizon the current situation is painful. Both of these holdings will need several years to reach their full potential and many retail investors do not have the cash flow to sit and wait or would much rather play the momentum gain and take short term positions.
For this investor, I see this as the bottom for these two holdings and will move back into these positions shortly.





There is no substitute for conducting your own research
http://investorshub.advfn.com/boards/board.aspx?board_id=3915

[Ed Monton]

August 11, 2008
Potash One Completes Technical Site Screening Review and Environmental Regulatory Strategy

--------------------------------------------------------------------------------

News Release 08-19

Vancouver, B.C., August 11, 2008 - Potash One Inc. (The "Company" or "Potash One") is pleased to announce that it has successfully completed strategic planning for the Environmental Assessment on its 100% owned Legacy Potash Solution Mining Project (The "Project"). Golder Associates ("Golder") has conducted a preliminary technical site screening review for the proposed location of the production complex. The objective of this technical evaluation and strategic planning was to identify any high level risks related to the environmental aspects of the Project in regards to the proposed site of the brine extraction, storage and processing facilities. The review focused on the following components; hydrology, hydrogeology, geotechnical, terrestrial resources, aquatics, land use designations, and heritage resources. No significant issues have been identified which would cause Potash One to stop or alter the Environmental Assessment process. The Company considers all risk areas assessed by Golder in this study manageable and it shall address them, if applicable and required, to complete the environmental permitting process in due course.

As part of the strategic planning process Golder has applied the requirements of the Saskatchewan Environmental Assessment Act to the specifics of the Project. This work has resulted in the development of a Regulatory Strategy, including a Community Consultation Plan and an Environmental Assessment Plan. These plans are intended to inform and guide Potash One through the environmental approval process for the Project.

Paul Matysek, President and CEO of Potash One, noted: "We are pleased to receive Golder's report and findings in which they have concluded that there are no fatal flaws that would impact significantly on the Project's feasibility and proposed timelines. As a result, the Company is maintaining its efforts to complete the required comprehensive environmental baseline studies (initiated last spring) and work with the regulators and stakeholders to address any issues identified in a sustainable manner as we progress through the EA process."


ON BEHALF OF THE BOARD OF DIRECTORS,
Paul F. Matysek, M.Sc., P.Geo.
President and Chief Executive Officer
Telephone: [phone]
Fax: [phone]
[e-mail]

About Potash One Inc.

Potash One Inc. is a Canadian resource company engaged in the identification, acquisition, exploration and development of advanced solution mine amenable potash properties. The Company owns 100% of a 97,240 acre Potash Subsurface Exploration Permit in Saskatchewan, Canada (the "Legacy Project"). The Legacy Project was previously explored by Imperial Oil Ltd. (now Exxon) and Lumsden Potash Corporation and is adjacent to the largest producing solution potash mine in the world. In addition, the Company owns 100% of three other Potash Subsurface Exploration Permits over 230,000 acres that are contiguous to the Legacy Project. The Company has NI 43-101 resource, a solid balance sheet, and experienced technical and corporate management to advance the Legacy Project to the next stage.

[Ed Monton]

Updated corporate presentation on the website :

http://www.potash1.com/s/Presentation.asp

[marshall robert]

historically this has always been a slow time for ferts, peaks always in Nov and Dec. and spring. One thing I know.......Ferts will be in demand - just look at a 3 year chart for any of the big companies. life is good, just relax.

[kidl]

Not coming. Market has decided that a flobal diet is in order. No need for ferts.

[Ed Monton]

When's the buyout ?

[johnlw]

T 2008-07-31 10:49:09 4.00 0.21 300 59 PI 79 CIBC K
T 2008-07-31 10:49:09 4.00 0.21 400 59 PI 2 RBC K
T 2008-07-31 10:49:09 4.00 0.21 600 59 PI 7 TD Sec K
T 2008-07-31 10:49:09 4.00 0.21 500 59 PI 7 TD Sec K
T 2008-07-31 10:49:09 4.00 0.21 100 59 PI 7 TD Sec K
T 2008-07-31 10:49:09 4.00 0.21 100 59 PI 85 Scotia K
T 2008-07-31 10:48:52 4.00 0.21 2,900 7 TD Sec 7 TD Sec K
T 2008-07-31 10:48:52 4.00 0.21 2,500 7 TD Sec 7 TD Sec K
T 2008-07-31 10:48:52 3.99 0.20 100 7 TD Sec 1 Anonymous K
T 2008-07-31 10:48:52 3.99 0.20 200 7 TD Sec 1 Anonymous K
T 2008-07-31 10:48:43 3.99 0.20 300 7 TD Sec 1 Anonymous K
T 2008-07-31 10:48:36 4.00 0.21 400 85 Scotia 85 Scotia K
T 2008-07-31 10:48:21 4.00 0.21 1,000 19 Desjardins 7 TD Sec K

[Ed Monton]

Huh ?

[johnlw]

Fo' Dollah

[Ed Monton]

Big wood today.

[Lone Clone]

Potash One Completes Acquisition of Remaining Interest in KP289 Potash Permit

12:47 EDT Thursday, July 24, 2008

http://www.globeinvestor.com/servlet/WireFeedRedirect?cf=GlobeInvestor/config&vg=BigAdVariableGenerator&date=20080724&archive=ccnm&slug=476026_1

VANCOUVER, BRITISH COLUMBIA--(Marketwire - July 24, 2008) - Potash One Inc. (the "Company" or "Potash One") (TSX VENTURE:KCL) is pleased to announce that it has completed the acquisition of the remaining 75% interest in Potash Permit KP289 (the "Legacy Project") through the purchase of all of the issued and outstanding shares of Invictus Minerals Corporation, a private company. Potash One previously acquired its initial 25% interest in the Legacy Project pursuant to an option agreement dated May 10, 2006, as amended May 15, 2007. The Company paid $3,250,000 in cash for the shares of Invictus, which is the same as the cash value of the consideration payable under the option agreement. The shares were purchased from a group of eleven individuals, all of whom are at arms length to the Company.

Paul F. Matysek, President and Chief Executive Officer of Potash One Inc., said: "This transaction combined with the previously completed acquisitions of KP355, KP356 and KP357 gives Potash One, one hundred per cent ownership of over 300,000 acres in the immediate vicinity of the world's largest producing potash solution mine, Belle Plaine in southern Saskatchewan."

ON BEHALF OF THE BOARD OF DIRECTORS,

Paul F. Matysek, M.Sc., P.Geo., President and Chief Executive Officer

About Potash One Inc.

Potash One Inc. is a Canadian resource company engaged in the identification, acquisition, exploration and development of advanced solution mine amenable potash properties. The Company owns 100% of a 97,240 acre Potash Subsurface Exploration Permit in Saskatchewan, Canada (the "Legacy Project"). The Legacy Project was previously explored by Imperial Oil Ltd. (now Exxon) and Lumsden Potash Corporation and is adjacent to the largest producing solution potash mine in the world. In addition, the Company owns 100% of three other Potash Subsurface Exploration Permits over 230,000 acres that are contiguous to the Legacy Project. The Company has a NI 43-101 compliant resource, a solid balance sheet, and experienced technical and corporate management to advance the Legacy Project to the next stage.

FOR FURTHER INFORMATION PLEASE CONTACT:

Potash One Inc.
Paul F. Matysek, M.Sc., P.Geo.
President and Chief Executive Officer
[phone]
[phone] (FAX)
Email: [e-mail]
Website: www.potash1.com

[Ed Monton]

No gaurantees but I like my chances.

[Rocketred]

:)))))))))) good for your trade again :)))))))))))))

[Ed Monton]

I'm just saying that everytime you've predicted a lower share price for KCL on this thread its been right at the bottom.

[Rocketred]

can't get there if your missing 4 billion tons of coal

[Ed Monton]

Yeh, and GXS is going to $1000 a share. lol

[Rocketred]

nope it will re-test 3 for sure and possible 2.75

[Ed Monton]

You got to sell the highs and buy the lows. Looks like its back in oversold territory to me.

[Rocketred]

hope ya dumped it too when it spiked on rebound



"these posts are not of a licensed investment advisor or analyst nor does he give out buy, sell or hold advice to anyone"

"A Blind Bat could do a better job at regulation"

[johnlw]

Looks like you got the crystal ball polished up Ed

[Ed Monton]

Its far from dead. Added some more at $3.71 yesterday.


Ed

[Rocketred]

Canaccord bullish on Potash Corp and others "was a kiss of death on potash stocks"


"these posts are not of a licensed investment advisor or analyst nor does he give out buy, sell or hold advice to anyone"

"A Blind Bat could do a better job at regulation"

[Ed Monton]

Bought some traders back. $4.05 average

[Rocketred]

thats sounds about right

[Tackler]

yup and we did here too, probably Canaccord was shorting KCL over $5 though

[Rocketred]

oh we had that pegged long before canacrap came out with that

[Tackler]

LOL does this answer your question? http://investorshub.advfn.com/boards/read_msg.aspx?message_id=11463620

Seems you dont mind touting Canaccord recommendations on occasion

[Rocketred]

Only thing you'll see from canacrap is selling.

Do any of the coverage stocks ever met there targets?

To date I have never seen 1 that had a target from Canacrap ever hit there targets.




"these posts are not of a licensed investment advisor or analyst nor does he give out buy, sell or hold advice to anyone"

"A Blind Bat could do a better job at regulation"

[kipp440]

Tackler, I have been in KCL since $1.50ish. I layed my eyes on a PCS (POT) price sheet dated 7-8-08. The delivered prices to the U.S. in railcars is $830-$860/ton for this fall application season. I sell fertilizer to the same distributors that PCS sells potash to. Their largest customers can't get all of the tons of potash that they could sell. The price is going nowhere but up this spring. As long as crop prices stay where they are, fertilzer companies are going to continue to increase prices. There are no surplus inventories of grain or fertilizer. The ethanol mandate will insure inventories of either will not rise any time soon.

Good Luck!

Kipp

[Tackler]

Thanks no significant buying by Canaccord today, see what tomorrow brings.

[kipp440]

New Coverage - Price Target $7.75

Canaccord starts coverage - target prices

INITIATING COVERAGE

Agrium (AGU : TSX : $97.80) - Buy - Target: $160.00
Keith Carpenter
Comment: Initiating coverage on Agrium with a BUY rating and $160.00 target

We are initiating coverage of Agrium with a BUY rating based on the
following conclusions:

Strong fertilizer markets throughout our forecast period. As we highlighted
in our sector piece, "The Modernization of the BRICs," we believe the
fertilizer market will be robust for years into the future, specifically
the potash and phosphate sectors. Prices are expected to remain strong as
supply will not be able to meet the growth in demand over the next five
years. With current pricing expected to rise into 2009 and 2010, earnings
should also continue to increase.

Strong margin expansion and production growth throughout our earnings
forecast. Agrium's earnings are derived from a blend of wholesale and
retail businesses that will combine to provide the company with increased
margins over our forecast period. Given the company's product offering in
wholesale, its leading position in U.S. retail, and our view on product
pricing throughout our forecast period, Agrium is expected to accumulate
significant earnings.

Stability of earnings over the long-run. Agrium's strategy of combining
wholesale and retail business provides greater stability in earnings over
the long run.

Valuation. We value the shares of Agrium on a 13x 2009E EPS of $12.42, for
a target price of C$160.00, representing a 63% potential return to the
current share price.


Athabasca Potash (API : TSX : $7.34) - Hold - Target: $9.50
Keith Carpenter
Comment: Initiating coverage of Athabasca Potash with a HOLD rating and
$9.50 target price

We are initiating coverage on the shares of Athabasca Potash with a HOLD
rating and 12-month target price of C$9.50 based on the following
conclusions:

Step change in potash pricing going forward. As we highlighted in our
thematic piece, "The Modernization of the BRICs", we believe the potash
market will be robust for years into the future. Prices are expected to
remain strong as supply will not be able to meet the growth in demand over
the next five years.

Low operating cost and strong margins. Athabasca Potash should benefit from
an operating cost comparable to those of the lowest-cost conventional
potash mines in Saskatchewan, ensuring strong margins for the company once
in production.

Financing partnerships forthcoming. There is unprecedented international
demand that will ensure the junior companies will have access to financial
partnerships. We believe this will reduce the greatest risk to the junior
players in Saskatchewan.

Improving management team. Athabasca Potash continues to build upon its
management and consultant team to push forward on all the major aspects of
the Burr project.
Valuation We value the shares of Athabasca Potash on a 1.0x NAV of $9.50,
using a long-term potash price of US$500 fob Vancouver, and a 10% discount
rate.


Phoscan Chemical (FOS : TSX-V : $1.70) - Buy - Target: $4.70
Keith Carpenter
Comment: Initiating coverage on PhosCan with a BUY rating and C$4.70 target
price

We are initiating coverage of the PhosCan Chemical with a BUY rating based
on the following conclusions:

Stronger phosphate markets going forward. As we highlighted in our thematic
piece, "The Modernization of the BRICs", we believe the phosphate market
has undergone a significant change that will lead to higher prices going
forward.

Lower-cost access to markets. PhosCan's proposed Martison project is
expected to benefit from a superior product in super phosphoric acid (SPA)
and lower-cost access to its target markets for both monoammonium phosphate
(MAP) and SPA.

Ability to capitalize on structural issues in the SPA market. Due to the
structure of the market and recent events, PhosCan has an opportunity to
serve the supply-constrained SPA market with a product offering that
provides flexibility in output.

Strong management team. PhosCan has done an excellent job in sourcing the
strongest management team in the junior fertilizer space, in our opinion,
to move the project through to production.

Valuation. We value the shares of PhosCan Chemical on a 1.0x NAV of $4.70,
using a long-term MAP and SPA price of US$650/t and US$1,250/t fob,
respectively, and a 10% discount rate.


Potash One (KCL : TSX : $4.23) - Speculative Buy - Target: $7.75
Keith Carpenter
Comment: Initiating coverage with a SPECULATIVE BUY rating and a target
price of C$7.75

We are initiating coverage of Potash One with a SPECULATIVE BUY rating and
a 12-month target price of C$7.75 based on the following conclusions:

Step-change in potash pricing going forward. As we highlighted in our
thematic piece, "The Modernization of the BRICs", we believe the potash
market will be robust for years into the future. Prices are expected to
remain strong as supply will not be able to meet the growth in demand over
the next five years.

Earlier to production and lower capex. We believe Potash One will be the
first to production of the Saskatchewan-based juniors in H1/13 at a lower
capital expenditure that will more than offset a higher operating cost of
production versus conventional mine operators.
Financing partnerships forthcoming. There is unprecedented international
demand that should ensure the junior companies have access to financial
partnerships. We believe this will reduce the greatest risk to the junior
players in Saskatchewan.

Valuation. We value the shares of Potash One on a 1.0x NAV of $7.75, using
a long-term potash price of US$500/t fob Vancouver and a 10% discount rate.


MagIndustries (MAA : TSX-V : $3.04) - Buy - Target: $8.50
Keith Carpenter
Comment: Initiating coverage on MagIndustries with a BUY rating and $8.50
target price

We are initiating coverage on the shares of MagIndustries with a BUY rating
and a 12-month target price of C$8.50 based on the following conclusions:

Step-change in potash pricing going forward. As we highlighted in our
thematic piece, "The Modernization of the BRICs", we believe the potash
market will be robust for years into the future. Prices are expected to
remain strong as supply will not be able to meet growth in demand over the
next five years.

First new potash project to enter production. We believe MagIndustries will
be the first Canadian-listed junior potash company to enter production when
Phase I of the Kouilou project is completed in 2011.

Existing infrastructure and low operating costs. The Kouilou project is
expected to benefit from existing infrastructure and low operating costs
that make the project stand out versus its peers operating in Canada.

Optionality with other projects. The company has additional value
extraction in its other three segments.

Valuation. We value the shares of MagIndustries on a 1.0x NAV of $8.57,
using a long-term potash price of US$500/t fob Pointe Noire and a 12%
discount rate.


Mosaic Company (MOS : NYSE : US$131.12) - Buy - Target: US$210.00
Keith Carpenter
Comment: Initiating coverage of Mosaic with a BUY rating and US$210.00
target price

We are initiating coverage of The Mosaic Company with a BUY rating based on
the following conclusions:

Strong fertilizer markets throughout our forecast period. As we highlighted
in our thematic piece, "The Modernization of the BRICs", we believe the
fertilizer market will be robust for years into the future, specifically
the potash and phosphate sectors. Prices are expected to remain strong as
supply will not be able to meet growth in demand over the next five years.
With current pricing expected to rise into 2009 and 2010, earnings should
continue to increase.

Strong margin expansion throughout our earnings forecast. Given the
company's position as the world leader in phosphate and the world's third- largest producer of potash, our view on product pricing throughout our
forecast period, and the firm's low operating cost in potash, Mosaic should
accumulate significant earnings.

Positioning the company for the future with added potash capacity. Mosaic
has implemented a growth strategy in potash that should position the
company for significant additional earnings contributions beginning in
2012.

Valuation. We value the shares of Mosaic on a 16x multiple of F2009E EPS of
US$13.03, for a target price of US$210.00, representing a 61% return to the
current share price.


Potash Corp. of Saskatchewan (POT : TSX : $219.22) - Buy - Target: $425.00
Keith Carpenter
Comment: Initiating coverage of PotashCorp with a BUY rating and C$425.00
target

We are initiating coverage of Potash Corporation of Saskatchewan Inc.
(Potash Corp.) with a BUY rating, Top-Pick -- adding to our Best Ideas
List, based on the following conclusions:

Strong fertilizer markets throughout our forecast period. As we highlighted
in our thematic piece, "The Modernization of the BRICs", we believe the
fertilizer market will be robust for years into the future, specifically
the potash and phosphate sectors. Prices are expected to remain strong as
supply will not be able to meet the growth in demand over the next five
years. With current pricing expected to rise into 2009 and 2010, earnings
should continue to increase.

Strong margin expansion throughout our earnings forecast. Given the
production profile, our view on fertilizer pricing throughout our forecast
period, the firm's low operating cost and growth profile over the same
period, Potash Corp. should be accumulating significant earnings, we
believe unmatched by its peers.

Adding to its position as world leader in potash production. Potash Corp.
has implemented a growth strategy that should see it adding on average 1mt
or production capacity every year through 2012.

Valuation. We value the shares of Potash Corp. on a 17x multiple of 2009E
EPS of $25.21, for a target price of C$425.00, representing a 103% return
to the current share price.

[Ed Monton]

Lots of $$$$$$$$$$$$ to be made here yet !

[marshall robert]

I would like to add some reality to that. Potash One, unlike the other Jrs, is going to produce in 2012 or be buyout. All the others are somewhere 2 to 5 years beyond that date. Alternative fuel and food will keep potash prices up and beyond. The other commodities are not so reliable.

[Tackler]

most is right and that applies to all juniors in every sector as you know

[Tackler]

July 07, 2008 World Potash Conference 2008 in Shanghai, China
Paul Matysek, President and CEO, Potash One Inc. will present at World Potash Conference 2008 in Shanghai, China.

Potash mining companies: Potash prices may almost double over the next two to three years to $900 a metric ton, excluding freight costs, on increasing food demand and limited supplies of the soil nutrient, Paul Matysek, the chief executive officer of potash exploration company Potash One Inc. (KCL CN) said at an industry conference in Shanghai today.

http://www.bloomberg.com/apps/news?pid=20601082&sid=aAExUnEsgH8A&refer=canada


T

[Rocketred]

its all yours most potash juniors won't amount too a hill of beans in the end

[Ed Monton]

Bounced right off the 50

[Rocketred]

we'll see over the next while were its trading at i'll bet it trades right back to 3


"these posts are not of a licensed investment advisor or analyst nor does he give out buy, sell or hold advice to anyone"

"A Blind Bat could do a better job at regulation"

[Ed Monton]

KCL still a buyout candidate.

[Rocketred]

High flying potash juniors is over

[marshall robert]

just a thought............what if they don't need to update us any more because they got something bigger they are working on?? just a thought

[nextime1]

Tackler I depend on you for the news!

[Rocketred]

Short History for KCL
Symbol Exch Report Date Volume Change
KCL T 2008-06-30 1,374,400 1,045,600
KCL V 2008-06-15 328,800 196,200
KCL V 2008-05-31 132,600 -175,000
KCL V 2008-05-15 307,600 -5,000
KCL V 2008-04-30 312,600 105,939
KCL V 2008-04-15 206,661 96,061
KCL V 2008-03-31 110,600 16,181
KCL V 2008-03-15 94,419 -73,100
KCL V 2008-02-29 167,519 140,619
KCL V 2008-02-15 26,900 -33,400
KCL V 2008-01-31 60,300 -52,000
KCL V 2008-01-15 112,300 -39,612
KCL V 2007-12-31 151,912 79,112
KCL V 2007-12-15 72,800 72,800

[Tackler]

OK so where is the news?

"The intent of the program is to provide subsurface information about the southern portion of the permit and identify the location for exploratory surface drill holes. Permitting is in progress and it is estimated that surveying can begin in early April with recording to commence once ground conditions permit. It is anticipated that data acquisition will be completed by early May with preliminary interpretation completed by mid-June."


T