Allana Potash fka AAA

[Twister]

Potash market is stabilizing; Belarus in total disarray!

Belarus despertation now ramping up into the extreme. After being schooled by the Russians, reality has finally begun to sink in... But they still don't get the message and refuse to accept their impotence for what it is; and they don't like it! The good news is they don't have to like it!

Their new vain attempt to 'win' appears to be if you can't beat 'em, arrest 'em. (see link) Sad, and almost even amusing. Belarus is watching their entire country crumble in real time and they put up a strawman to fight.

Soon Belarus will be begging the Russians for help again, as in the past, and as in the past will receive another haircut. The Russians will win again... Rinse, repeat. Russians want regional control of potash, including that in Belarus and will likely get it. Belarus never seems to learn they are indeed dependent and not equal!

So the potash industry has been stood on its head by the split within Belaruskali and likely forever changed. High-cost producers no longer to be supported by contrived controlling/limiting of supply, at least in ex-cartel controlled markets. Low cost producers like Allana Potash have thus been handed the gift of guaranteed profitable sales of whatever they can produce. Being a low-cost producer in the right place at the right time is a VERY good thing when you are seeking financing... especially these days.

Belarus = BIG loser.
High-cost producers = losers.
Low-cost producers = winners.

Allana (and other new low-cost producers) = BIG winners!


http://www.rferl.org/content/belarus-russia-poltash-arrest/25086476.html

http://www.bloomberg.com/news/2013-08-21/potash-rift-seen-enduring-after-asia-sales-said-to-rile-uralkali.html