Replies to post #9888 on Allana Potash fka AAA

[wshaw14]

We shall see. I actually see this as good news. Many see it as bad news. While others are selling I am buying. Time will tell if I am correct or you are correct. Meanwhile debating the point is a waste of time.The following pretty much summarizes my thoughts.

"investors and analysts (and large producers) will start looking at projects that have lowest cost (both capex and opex). So for me the silver lining in all this is as follows: most new projects will get canned, high-cost producers will suffer and will look for new projects with lower cost structure, in 2-3 years when most of the competition is gone the industry will be more consolidated with Allana being one of the most profitable companies."

[sweetwater]

I like Allana's chances even more now, IF they get financing. Lots of future potash project are gonna be shelved.... They just can't afford what it takes to build a mine based upon current prices. that means a potential lack of product down the road. "IF" and I say IF we get the cash... we could be looking good In the long run. Hopefully that's what the folks considering the financing are thinking...if Allana's share price had fallen due to an internal screw up, or other factors unique to them, then I would be panicked. About 20% SP loss as of now seems to be the average across the potash stocks. We're back at June SP. Don't like it but...still long here and holding...