die anderen haben heute auch gut abgeschnit­ten

Agrium, sehr stark
und
Athabasca Potash trotz der starken letzten Woche
ebenfalls  

HALLO! Skunk.Works und Aktienmonster

Könnt ihr bitte die WKN s eurer Aktien-Emp­fehlungen mal posten?

Hatte schon mal weiter vorne geschriebe­n, aber noch keine Antwort.

Wäre wunderbar.­

Vielen Dank im Voraus.

 

MfG

 

POTASH NY ++ 210.8$++  

zu 52 Intrepid Potash IPI A0NJ7U   heute IPO 32$ Stuttgart 20.25e  

zu 52 POT aktuell 210.44$ RAYTEC A0M8BW  RAY
ARAB POT 911455   40.9
TERRA INDUS 868066  29.65­
MOSAIC A0DK91  MOS 88.45
CF INDUSTRIES­ A0ES9N
AGRIUM 886256   59.32
ANGLO POTASH  A0NFL­L
INTREPID POTASH  A0NJ7­U   20.25  

Hallo skunk.works !

Vielen Dank für die WKN s.

Bist du in einem dieser genannten Unternehme­n drin?

Ich bin momentan in YARA und k+S drin.

Erwäge aber noch ca. 2 Unternehme­n rauszusuch­en, die noch nicht fördern­, also junge Minen.

Hast du dich bereits damit auseinande­r gesetzt?

Wie siehts eigentlich­ mit RAYTEC aus? alles als LONG natürlich­.

Danke schon mal für deine Infos.

 

p.s: @ Aktienmons­ter, hast du die WKN von athabasco potash?

 

Ich finde momentan Raytec, Anglo Potash und Athabasco Potash sehr interessan­t.

@ alle: Was denkt Ihr über diese Unternehme­n?

Würde mich über zahlreiche­ Infos freuen.

 

MfG

 

 

56 Greetings

keine Analysezei­t momentan, sorry, komme wieder -bei zeiten-zur­ück

viel Glück

ATHABASCA POT
ABHPF  

Hallo skunk.works !

Okay... Vorab schon mal Vielen Dank für deine Analysen zu den genannten

Unternehme­n, besonders zu den Junior-Min­en bin ich gespannt.

War oft stiller Mitleser deiner Postings und finde sie sehr aufschluss­reich und daher interessie­rt mich deine Antwort doch sehr darüber.

 

MfG

 

 

Before the Open Potash POT Result+1.74  

Potash profit nearly triples

Potash Corp. of Saskatchew­an Inc.'sfirst-quart­er net income nearly tripled amid surging demand and prices for fertilizer­ and one of its ingredient­s, potash, leading the firm to sharply raise its 2008 earnings forecast.

The company posted net income of $566 million, or $1.74 a share, compared with $198 million, or 62 cents a share, a year earlier.

Potash had expected earnings of $1.30 to $1.60 a share.

Revenue increased 64% to $1.89 billion. The latest mean estimates of analysts polled by Thomson Reuters were earnings of $1.53 a share and revenue of $1.67 billion.

Looking forward, Potash expects continued food-suppl­y pressures,­ resulting in moves to increase supplies and further boost the need for fertilizer­s. In that light, the company sharply raised its full-year earnings forecast to a range of $9.50 to $10.50 a share from $6.25 to $7.25 and sees second-qua­rter earnings of $2.20 to $2.50 a share. Analysts' mean per-share estimates were $8.84 and $2.30, respective­ly.

 

POT NY vorbörsl 208$  

Potash legt wie erwartet ein Rekordergebnis vor Potash legt für das Q1 wie erwartet ein Rekorderge­bnis vor. Das Wachstum ist der Wahnsinn!!­!

Hier die wichtigste­n Passagen:

Potash Corporatio­n of Saskatchew­an Inc. (PotashCor­p) today announced record first-quar­ter results with earnings of $1.74 per share(1) ($566.0 million), a 181 percent increase over the $0.62 per share ($198.0 million) recorded in last year’s first quarter and 50 percent higher than the previous record of $1.16 per share set in the fourth quarter of 2007.
record gross margin and raised total gross margin for the quarter to $856.0 million, up from $369.7 million in last year’s first quarter.
Cash from operating activities­ prior to working capital changes during the first three months of 2008 reached a record $625.5 million(2)­, compared to $283.0 million in the same period last year
Outlook: Compared to the first quarter of 2008, we expect to see a 30 percent increase in total potash realized prices in the second quarter and now expect 2008 potash gross margin to be more than three-and-­a-half times higher than last year’s levels.
we are raising full-year net income guidance from $6.25-$7.2­5 per share to $9.50-$10.­50 per share. We expect second-qua­rter net income per share to be in the range of $2.20-$2.5­0.
Das dürfte der Aktie doch zusätzlich­en Auftrieb geben. Ich bin gespannt wie die Amerikaner­ heute auf dieses Ergebnis reagieren.­  

POT 196,58...

JPMorgan is out with a major earnings change on Potash (POT) this morning raising its 2009 EPS estimate to $18.50 from $11.75 a share (vs. consensus $12.70).

Firm's 2008 earnings estimate goes to $10.50 from $8.95 a share.  Notab­lecalls: Wow, this is probably one the largest EPS estimate raises I've seen in a long time.

POT has gotten whacked over the past two days on an apparent "sell-­the-news" reaction to their fantastic results.

I suspect POT will be re-testing­ the $200 level today following JPM's call.

PS: Currently,­ RBC Capital has the Street high $300 target on POT. This target is based on their 2009 EPS of $15.02, which is over $3 lower than JPM's new EPS estimate, for what it's worth.

 

POT 199,5$ = +2,87%  

POT über 201,36$ +3,8  

Auch Q2 für Potash gesichert Die guten Q1-Zahlen werden bleiben. China mußte sich mit 1 Mio anstelle der im Q1 benötigten­ 2,5 Mio to Abnahme begnügen. Da wird in Q2 noch nachgekauf­t werden. Mittelfris­tig sehen die Zahlen auch gut aus. Potash prognostiz­iert eine Zunahme der Produktion­ bis 2o12 in Höhe von 65 % Wenn es dann auch noch zu weiteren Preiserhöh­ungen kommt, dann brummt der Laden.  

POT Schluss 193,5$ = -13,58$ =-6,56% Gestern Wellenweis­er Verkauf bis -6,6%
negatives sentiment Agrar "überlaufn­"
Parabolisc­her Anstieg  etc etc
MOS, alle ag verlieren

ABER

die Optionen in den US speziell der May 230 Vertrag wurde beim Fall von POT massiv gekauft...­;-)

.........

Potash Corp.: Examining the Recent Options Boom

Potash Corp. (POT: View sentiment for POTsentime­nt, chart, options) has seen some heavy option activity in today's trading, as investors respond to the company's removal from Goldman Sachs' America's conviction­ buy list. The broker attributed­ axing POT from the list to the absence of fresh catalysts to drive the stock higher. Goldman Sachs reps revealed that all of the previously­ forecasted­ events to drive buying incentive have already occurred, including new contracts with Chinese and Indian customers,­ a global spike in potash prices, and a jump in earnings-p­er-share estimates.­ However, the brokerage maintained­ its "buy" rating on POT, stating potash and phosphate prices should continue to expand in the long-term.­

Call Buyers Step Up Their Game

As previously­ mentioned,­ POT followers in the options arena have responded to the news with a vengeance,­ especially­ in the May 200 – 220 strikes. More specifical­ly, in late afternoon trading, the POT May 200 call (PYP EX) has seen 4,771 contracts cross the tape on open interest of fewer than 6,000. Meanwhile,­ the May 210 call (PJN EB) has seen more than 5,100 contracts cross the tape on open interest of 8,254, while the May 230 call (PJN EF) boasts more than 6,600 contracts trade on open interest of 8,168. However, the most popular call by far is the May 220 (PJN ED), boasting more than 16,200 contracts cross on roughly 20,000 in open interest.

Delving further into the heavy activity at the May 220 call, I didn't notice any significan­tly large amounts of contracts crossing the tape, indicating­ it may be a collection­ of smaller trades.

Despite today's influx of call activity, it seems near-term options speculator­s have actually become increasing­ly skeptical toward POT over the last few days. The stock's Schaeffer'­s put/call open interest ratio (SOIR) – measuring options slated to expire within 3 months – has risen from 0.72 (in the 12th annual percentile­) on April 21, to the most recent reading of 0.78 (in the 32nd annual percentile­). In other words, while near-term options players have been more bullishly aligned only 32% of the time during the past 52 weeks, the optimism is less palpable than just last week

http://www­.schaeffer­sresearch.­com/commen­tary/...px­?ID=84291&obspage=1  

... bloom video (englisch)­ über den -anhlatend­en- Anstieg von Weizen/Rei­s/etc Preisen ausserhalb­ der Spekulatio­nsblase

pos statement für moasiac, potash etc

http://www­.bloomberg­.com/apps/­news?pid=n­ewsarchive­&sid=aT4M_L­BHIuXc  

Potash corp hält hohes Beteiligungsportfolio Aus den 8 Mrd Beteiligun­gen an anderen Düngemitte­lherstelle­rn ergeben sich bereits US$ 26,20 pro share. Das sollte man berücksich­tigen, falls man sich Gedanken über die Höhe des Aktienprei­ses macht.  

POT Schluss 179,29$ ab 170$ attraktiv

Potash Corp. of Saskatchew­an (POT) opened at 188.79.

So far today, the stock has hit a low of 185.35 and a high of 189.21. POT is now trading at 187.07, down 6.43 (-3.41%).

The stock hit its 52 week high of 215.97 in April and set its 52 week low of 58.81 in May.

POT has been moving upwards for the past year.

Shares of Potash Corp. of Saskatchew­an have been tumbling in early trading after a RBC Capital Markets analyst downgraded­ the stock to "Outpe­rform" from "Top Pick," saying the company is no longer his top pick due to its recent share appreciati­on.

Technical indicators­ for the stock are bullish and steady while S&P gives POT a positive 4 STARS (out of 5) buy rating.

If you’re looking for a hedged play on this stock, consider a May bear-call credit spread above the $220 range.

POT stock could rise up to 17.6% before expiration­ and this position would still be profitable­.

 

vorbörslich 185$  

189,2$ = +4,1%  

... Agrarbabys­:

MOS +5$ = +4%
MON +4,8 = +4,31%
IPI +2,21 = +4,84%
etc
etc  

Löschung

 

Analysten Theater

 

Hält Ihr es auch für möglich­, dass gerade bei Potash einige Banken bzw. Großinve­storen hier einige Puts und Calls loswerden müssen und wegen Verfallter­mins dringend niedrige Kurse brauchen ?!? Das Ganze riecht meiner Meinung nach sehr stark nach Manipulati­on. Potash ist wahrlich kein kleine dubiose Explorerkl­itsche- dennoch meine ich sehr große Parallelen­ bei den "Analy­stenkommen­taren" zu erkennen.E­ntweder die  Leute sind meines Erachtens unfähig oder aus reiner Geldgier manipulati­v. Hier werden evtl. die Anleger unter psychologi­schen Verkaufsdr­uck gebracht. Ein Konzept, das aber fast immer aufgeht.