Value Microcaps Food, Agriculture and Soft Commodities

[kipp440]

cl001 - KCL

Potash One is lining up to be our big winner this year. The right management, sector, product, country, etc. We need some good drill results to demonstrate the same mineralization that Mosaic is mining at Belle Plain extends on to KCL property. I am in favor of slow walking this project and doing it in a very deliberate, professional way. Plenty of funding, all of the right moves. One of the majors is going to pay up big time for these reserves. I too shy away from non-producers and hesitate to buy more shares. I have enough to be very meaningful and I'm just going to enjoy this ride. I don't have your knack for timing and buy and mold works for me.

As for agriculture in general, we are in big trouble. Grain reserves are getting to dangerously low levels, and now we are going to burn the inventory in our gas tanks. If we have harsh weather and yields suffer we will see famine for those who can't pay more than the next country. The public is totally clueless to what is going on. You can still buy fast food off the $.99 menu and that's all they know. CNBC was saying the fertilizer stocks are doomed, just like the .com stocks. I don't remember dot coms haveing P/E's under 20!!!!

Let's hope KCL plays hard to get and gives us at least a 10 bagger or more!

Thanks for allof your commitment and hard work on the VMC Jr's. YOU ARE THE MAN IN PSL8!!

Good Luck!

Kipp