Moderators: Bobwins Assistants: cl001 , MikeDDKing
Search This Board: 
Created: 06/01/2007 03:56:59 PM - Followers: 110 - 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/

 

PlusOneCoin Top Posts Free PlusOneCoin
No plusone'd posts yet. Be the first!
Post Subject
#2300
Black Bird Biotech - $BBBT is on track FinlayS00 01/03/2022 02:31:12 PM
#2299
$BBBT - Black Bird Biotech initiated efforts to FinlayS00 12/03/2021 11:36:00 AM
#2298 HEMP REVENUE TO QBL threw it`s subsidiary on Alexulf 04/20/2018 12:17:12 PM
#2297 CEO Richard Kamolvathin made a huge difference with Spicknspan 01/12/2016 12:53:42 PM
#2296 GM Crops and Sterilization - NYBob 02/17/2015 03:58:10 PM
#2295 Plantable land must be more valuable now: swampboots 06/23/2014 02:45:49 PM
#2294 Putting Profits Before Populations roguedolphin 11/27/2013 03:58:37 AM
#2293 hey,rogue! That VRTY has only about 7 million oxnous 08/20/2013 05:15:50 PM
#2292 Look at this Glyphosate vs. Autism chart: stock_peeker 08/12/2013 08:50:25 AM
#2291 Your chart or link was missing (?? roguedolphin 08/12/2013 05:31:28 AM
#2290 Look at this chart correlating autism to use stock_peeker 08/11/2013 11:14:57 AM
#2289 Thanks I'll look into that one. roguedolphin 08/09/2013 02:58:39 PM
#2288 roguedolphin, do you know about Verity (VRTY)? oxnous 08/08/2013 03:25:01 PM
#2287 AMAZING this stock doesnt go up? gold80302 06/25/2013 12:15:51 PM
#2286 Allana receives green light for 11 bln birr loan Max Power 06/22/2013 04:16:39 PM
#2285 Scary shit~ SPARK 05/24/2013 09:22:44 PM
#2284 Open Letter from World Scientists to All Governments roguedolphin 05/23/2013 11:52:55 PM
#2283 <The woes of GMOs - Glyphosate and GMOs roguedolphin 04/12/2013 01:07:00 AM
#2282 VMC PSL 23 Contest Friday SSKILLZ1 01/09/2013 11:41:26 AM
#2281 PCP.V Bobwins are you still holding your Plains CPTMatt 10/15/2012 03:11:31 PM
#2280 MAX, r you still holding AAA? I am LearnToTrade 09/14/2012 11:55:07 AM
#2279 SGGV...Production Started Max Power 09/14/2012 10:57:16 AM
#2278 denial of all permit applications Bobwins 08/24/2012 09:29:40 AM
#2277 last PR said they had funds thru August, carolinacoast 07/27/2012 12:13:38 PM
#2276 PCT.v .015 well, we can't Bobwins 07/27/2012 11:39:03 AM
#2275 Allana Potash's Increasingly Positive Developments In 2012 Max Power 07/09/2012 04:04:08 PM
#2273 What's Behind Illinois Stealing Local Hero's Bee Hives? roguedolphin 07/06/2012 04:21:21 AM
#2272 still no permits but company seems determined to Bobwins 06/27/2012 12:46:11 AM
#2271 PCT.V carolinacoast 04/23/2012 01:15:23 AM
#2270 FED has stunk up the Ethipoia potash junior rocketeer357 04/05/2012 09:55:33 PM
#2269 AAA.v, wow this one is really taking it Traderfan 04/05/2012 12:34:21 PM
#2268 AAA.v/ALLRF.pk has stunk lately. stock_peeker 04/05/2012 11:51:25 AM
#2267 PCT.V - Prima Columbia Hardwood E-mailed the CPTMatt 04/02/2012 11:29:39 AM
#2266 Chen and eggs in the news at Barron DigiTech 03/25/2012 04:39:43 PM
#2265 CALM.. $41.95.. I bought into your egg farm 10 bagger 03/14/2012 10:59:50 AM
#2264 The current egg crisis in EU. cl001 03/13/2012 03:44:49 PM
#2263 Liberty Metals & Mining and International Finance Corporation Max Power 03/09/2012 05:27:58 PM
#2262 PCP - Nice! $3 million vote of CPTMatt 03/08/2012 12:25:28 PM
#2261 pcp.v C$.06 They raised Bobwins 03/08/2012 11:46:34 AM
#2260 Re: MERC, CFX.TO sorry for not responding earlier. nutsaboutgolf2001 02/25/2012 06:26:01 PM
#2259 It started with the above press release. Max Power 02/17/2012 12:47:16 PM
#2258 Political Risks in MENA Phosphate Markets Bobwins 02/16/2012 04:01:48 PM
#2257 AGU: Agrium beats by $0.34, beats on stock_peeker 02/08/2012 08:17:15 AM
#2256 AAA.to/ALLRF, .77 - Allana Potash drills 6.8 m curlews 02/07/2012 09:12:25 AM
#2255 AMHPF.PK up 11% after 20% sell off yesterday LearnToTrade 02/01/2012 09:35:40 AM
#2254 01/31/2012 Initial Capex of US$ 654.1 million and LearnToTrade 02/01/2012 08:37:48 AM
#2253 Started a position on AMHPF.PK (Verde Potash) at LearnToTrade 01/31/2012 11:16:01 AM
#2252 Maybe a short term dip as it looks rocketeer357 01/10/2012 10:39:41 PM
#2251 .80 price will cause a big selloff in Bobwins 01/10/2012 05:13:32 PM
#2250 aaa.v/allrf.pk +.13 to C$.98 Bobwins 01/10/2012 04:40:43 PM
Post Subject