Replies to post #982 on Value Microcaps Food, Agriculture and Soft Commodi

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11:28 POT Potash: Capacity increases could represent 3.9% of estimated potash supply in 2012 - Canaccord Adams (211.07 -2.15)

Canaccord Adams notes that POT announced plans to add 2.7 mln tonnes of potash capacity at three of its Saskatchewan facilities. There is no near-term impact on POT, however firm views this as positive as the co adds capacity through less capital-intensive brownfield expansion with significant margin capture once in production. Firm expects that POT's capacity increases will represent 3.9% of the estimated potash supply in 2012. Firm believes the rise in potash pricing combined with the co's growth profile will generate earnings growth unmatched by its peers.