Upstart Phosphate Firm Secures CSE Listing, Purification Agreement
Source: Streetwise Reports  (3/1/23)
High-purity phosphoric acid is a key component of top-tier lithium iron phosphate (LFP) batteries. Canadian vertically integrated miner First Phosphate Corp. (PHOS:CSE) is positioning itself as the primary North American source of this essential component for new electronic vehicle production. More >

Is Co. Undervalued as Phosphate Prices Soar?
Source: Peter Epstein  (2/2/22)
Arianne Phosphate has a globally-significant, advanced-stage phosphate rock project in Quebec, Canada, that's very undervalued, with huge catalysts coming in 2022, Peter Epstein of Epstein Research writes. More >

Soaring Fertilizer Prices Threaten to Diminish Crop Yields, Send Futures Even Higher
Source: McAlinden Research for Streetwise Reports  (11/5/21)
McAlinden Research Partners explains that while climate related disruptions have become standard in the agricultural industry, a new catalyst has recently emerged that could keep futures contracts climbing next year. More >

Is Phosphate Rock Sexy? Yes! Arianne Phosphate Is Looking Hot
Source: Peter Epstein for Streetwise Reports  (10/25/21)
Arianne Phosphate has a very advanced stage, shovel-ready, phosphate rock project in mining-friendly Quebec with two off-take agreements signed, a BFS and cooperation agreement with nearby First Nation groups, writes Peter Epstein of Epstein Research. More >

Surging Agricultural Prices, $17 Trillion and Phosphate
Source: Brian Ostroff for Streetwise Reports  (11/23/20)
Brian Ostroff, managing director at Windermere Capital and CEO of Arianne Phosphate, discusses the recent rise in agricultural commodity prices and their spillover into fertilizers. More >

Fund Manager's Top Picks for the Early Stages of a Trend Change
Source: Streetwise Reports  (7/25/19)
Brian Ostroff, a partner at Windermere Capital, in this interview with Streetwise Reports, discusses three companies in his portfolio that he believes are poised to benefit from the rise in commodity prices. More >

Fertilizer Maker Maxes out Production Capacity, Plans Expansion
Source: Streetwise Reports  (10/25/18)
Sales of this firm's fertilizer product increased tenfold year over year. More >

Mackie Research Updates Exciting New Developments with Two Multi-Bagger Return Top Picks
Source: Bill Newman for Streetwise Reports  (10/23/18)
Bill Newman, vice president of international and domestic oil and gas research with Mackie Research Capital, discusses two companies that are Mackie top picks that have recently announced updates that he believes could unlock substantial additional upside for investors. More >

Investors Should Be Paying Attention to Phosphate Right Now
Source: Nick Hodge for Streetwise Reports  (9/11/17)
Nick Hodge of The Outsider Club sits down with Arianne Phosphate CEO Brian Ostroff to discuss recent developments at the company. More >

Lepouttre Plays Santa Claus, Gives Away Top 5 Junior Mining Picks
Source: Brian Sylvester of The Gold Report  (12/14/15)
Thibaut Lepouttre, editor of Caesars Report, knows 'tis the season for generosity, so when we asked him for his top three picks among junior mining equities, he gave us five—four gold plays and a phosphate name. Belgium-based Lepouttre also discusses different "black swan" events and their potential impact on the gold price, as well as some naughty and nice mining jurisdictions. But this is the interview that keeps on giving, so before he left Lepouttre added two micro-cap oil names he believes would make great "stocking stuffers." He may not be Santa Claus but you'll appreciate his magnanimity in this interview with The Gold Report. More >

Uranium Has a New Hot Spot: Haywood's Mick Carew
Source: Brian Sylvester of The Energy Report  (8/18/15)
Several developments in the uranium space, including the restart of a reactor in Japan that has been offline since the Fukushima disaster, have primed the commodity for a price surge. In this interview with The Energy Report, Mick Carew, research analyst with Haywood Securities, explains how, in addition to the Japanese restart, expansion in the Athabasca Basin is bolstering prospects for consolidation in the sector, and describes how a Brazilian phosphate company with a first-rate product might produce for portfolios. More >

VSA Capital's Paul Renken Follows the Flow of Risk Capital into the Battery Space
Source: Brian Sylvester of The Energy Report  (6/23/15)
Paul Renken, mining analyst with London-based VSA Capital, says risk capital is being invested ahead of actual consumer demand in the high-technology battery/electric vehicle sector, and believes the "if-you-build-it-they-will-come" mentality pervading the space is an investment wave of the future. In this interview with The Energy Report, Renken offers insight into what he wants in battery materials equity plays, as well as in uranium and fertilizer plays, all of which are primed to power energy portfolios. More >

How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp's John Chu
Source: Kevin Michael Grace of The Energy Report  (3/19/15)
More people are eating better, and demanding food with no gluten, more fiber, less fat and more protein. According to John Chu of AltaCorp Capital Inc., this trend equals tremendous growth potential for companies specializing in high-margin foodstuffs. In this interview with The Energy Report, Chu highlights one such specialty food stock, examines the effects of low oil and natural gas prices on the fertilizer space, and explains why he prefers the prospects of nitrogen-based fertilizers over potash. More >

Geology and Logistics Make the Bayovar 12 Phosphate Project Tough to Beat
Source: Brian Sylvester of The Mining Report  (1/15/15)
The planet's population is growing by 60 million each year. More crops on less land will mean farmers will have to use more fertilizer, and that's an investment thesis worthy of a closer look. Savvy investors will want to take a look at phosphate, a key element in fertilizer, and the companies that mine it. Focus Ventures Ltd. is earning a 70% stake in a phosphate project in Peru that should be a low-cost producer for decades to come. In this interview with The Mining Report, Focus President and Director David Cass and Vice President of Corporate Development Ralph Rushton discuss some the finer points of the phosphate market and their flagship Bayovar 12 project. More >

John Chu: Investors Can Feast on Fertilizer Yields
Source: Kevin Michael Grace of The Mining Report  (7/29/14)
As the world grows ever larger, its people demand more and better food. This trend will continue to benefit investors in fertilizer companies, declares John Chu of AltaCorp Capital Inc. In this interview with The Mining Report, Chu explains that a near-term supply crunch is good news for juniors and highlights four companies with projects than can meet demand, as well as a revolutionary Canadian company that is pioneering agricultural streaming. More >

Do You Practice Quality of Life Investing? Michael Berry Does
Source: JT Long of The Energy Report  (4/17/14)
Energy and food will be hot commodities as emerging middle classes start buying cars and beef. That is why, in this interview with The Energy Report, Discovery Investing Founder Michael Berry explains the importance of quality of life investing. Oil and gas, uranium and fertilizer stocks are on sale now, but might not be in the years to come. More >

Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty
Source: Karen Roche of The Energy Report  (2/13/14)
Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. More >

Amanda Van Dyke: A Dozen Gold, Copper, Phosphate and Uranium Standouts
Source: Kevin Michael Grace of The Mining Report  (1/21/14)
Amanda Van Dyke of Palisade Capital is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. In this interview with The Mining Report, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies. She expands on a dozen she believes have the right stuff to succeed. More >