Streetwise Potash Interviews


John Chu

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 >


Michael Berry

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 >


Stephan Bogner

Stephan Bogner and the Rise of a Euro-Sino-Russian Superpower
Source: Brian Sylvester of The Mining Report  (4/1/14)
Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future. More >


Mark Lackey

Mark Lackey: What Happens to a Mine Deferred?
Source: Brian Sylvester of The Mining Report  (3/25/14)
The shuttering of huge copper and iron ore projects gives the Street the blues, but the resulting squeeze in supply can lead to explosive price hikes. Meanwhile, Mark Lackey, executive vice president of CHF Investor Relations, is eyeing infrastructure buildouts in China, Korea, Brazil and India that point to a swelling of demand. In this interview with The Mining Report, find out how Australian partnerships, the deepening of the Panama Canal and the South Korean-Canada trade agreement could result in major returns on investment, and why 2014 looks like a bounce-back year for potash. More >


Jeb Handwerger

Jeb Handwerger: China Isn't Slowing Down, It's Buying Up (Resources, that Is)
Source: Tom Armistead of The Energy Report  (3/18/14)
Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity. More >


Jeb Handwerger

Could Small Modular Reactors Goose Uranium Prices?
Source: Tom Armistead of The Energy Report  (7/23/13)
Nuclear power is the best option for clean base-load power generation, according to Gold Stock Trades Editor Jeb Handwerger. As proof, he points to signs that even environmentalists are beginning to favor it. Meanwhile, uranium stocks are rising and large nuclear construction programs overseas should keep upward pressure on them. But as Handwerger explains in this interview with The Energy Report, the future of nuclear power generation may lie with small modular reactors, and the U.S. is leading their development. More >


Kevin Bambrough Paul Dimitriadis

Sprott Money Managers Share the Secret for Surviving the 'Bernanke Put'
Source: Zig Lambo of The Energy Report  (7/9/13)
The "Bernanke Put," or promises of quantitative easing, has become the standard government response to economic uncertainty. But while the powers that be insist everything's fine, Sprott Resource Corp. Founder Kevin Bambrough and COO Paul Dimitriadis see financial deterioration around the globe. Only one thing is for certain: Taking the contrarian view provides the best opportunities to buy low and sell high. In this interview with The Energy Report, they explain why they expect energy assets to perform better in the long haul, cluing us in on a few names they are considering for big returns. More >


Andrea Rubakovic

Andrea Rubakovic: Will Development Pitfalls Create a Global Potash Shortage?
Source: Zig Lambo of The Energy Report  (4/23/13)
Here's the story on potash according to Salman Partners Analyst Andrea Rubakovic: The major players are planning for long-term demand by developing brownfield projects, but they're running into hurdles. Meanwhile, juniors are having trouble financing greenfield projects. Does this mean we're in for a global supply pinch? If so, who could be positioned to profit? Read what Rubakovic has to say in her interview with The Energy Report. More >


Bright Spots in the Fertilizer Market: Robert Winslow
Source: Zig Lambo of The Energy Report  (1/15/13)
Global population growth and escalating food demand underpins long-term upside for potash, phosphate and nitrogen producers, but fertilizer oligopolies may have jumped the gun last year with aggressive rates that priced farmers out of the market. As farmers expand acreage rather than boost yields in now-tired fields, grain prices have backed off recent highs. That's why Robert Winslow, agriculture research analyst and director at National Bank Financial, is picking his stocks with care. In this interview with The Energy Report, he shares where he sees strengths and weaknesses in the industry and names some interesting contrarian plays. More >


Porter Stansberry: End the Ban on US Oil Exports
Source: Karen Roche of The Energy Report  (12/13/12)
Porter Stansberry doesn't mince words. Politicians? Scumbags. People in general? Lazy. Laws against oil exports? Disastrous. In this interview with The Energy Report, the Stansberry & Associates Investment Research founder argues that oil exports could usher in an era of unprecedented prosperity, if legislation would only allow it. However, he says there's no holding back U.S. energy wealth; the profits will sprout up in oil- and gas-related industries like fertilizer, petrochemicals and shipping. Find out where Stansberry is putting his money. This time, it's not on E&Ps. More >


Kevin Bambrough Paul Dimitriadis

Why the Pros Bet Contrarian: Sprott Execs Bambrough and Dimitriadis
Source: Zig Lambo of The Energy Report  (12/11/12)
When oil was in the limelight, Sprott's Bambrough and Dimitriadis went for wallflower companies in beaten-down sectors. Since 2007, the pair has seen striking highs and lows in natural gas, coal and potash and invested accordingly, infusing companies with much-needed capital and creating startling profits during sector upswings. Read on to benefit from the wisdom these two successful fund managers share in this Energy Report interview and find out where the duo is looking next for major growth. More >


Carolyn Dennis

Dennis Dishes the Dirt on Fertilizer Stocks
Source: Brian Sylvester of The Energy Report  (11/1/12)
Dundee Capital Markets is building out its fertilizer and agriculture platform and sees good reason for investors to do the same. Yields from the big names in the space are driving investor interest, according to Carolyn Dennis, vice president and senior equities analyst, while exposure to the bigger names in potash can be a good defensive move. Juniors, on the other hand, have a harder row to hoe. Read more in this exclusive Energy Report interview. More >


Siddharth Rajeev

Stop Gambling and Find Stable Profits in Energy Investment: Sid Rajeev
Source: Zig Lambo of The Energy Report  (10/30/12)
Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns. More >


Bob Moriarty

Bob Moriarty: Finding Massively Undervalued Energy Stocks in Today's Irrational Market
Source: Karen Roche of The Energy Report  (9/18/12)
Bob Moriarty knows his own mind, and his frank, no-nonsense commentary has won him a large following of devoted fans—not to mention a track record of outstanding returns on investment. In this exclusive interview with The Energy Report, the irreverent, irrepressible 321energy.com founder shares his take on energy markets. Although he describes today's markets as the most irrational he's ever witnessed, he asserts that energy stocks—many of them massively undervalued—are bound to reward long-haul investors like himself. "You don't have to pick stocks in this environment," he advises. "Just take a dart and throw it." More >


Don Coxe

Invest in What China Needs to Buy: Don Coxe
Source: Peter Byrne of The Energy Report   (8/28/12)
The U.S. is no longer the safest place in the world to invest, says Don Coxe, a strategic advisor to the BMO Financial Group. While U.S.-based companies are forced to wade through red tape and legal challenges, relatively lax regulation in emerging economies created stiff competition. In this exclusive interview with The Energy Report, Coxe explains how investors should position themselves as China and India rise to superpower status. More >


Fadi Benjamin

There's a Pink Gold Rush for Potash: Fadi Benjamin
Source: Peter Byrne of The Energy Report  (7/31/12)
After a tough five years, the price of agricultural potash is rebounding. Demand for fertilizer is on the rise in China, Brazil and the United States, and mining firms are rushing to find new sources of the pink potassium salts. In this exclusive interview with The Energy Report, Fadi Benjamin, mining analyst with Northern Securities Co., shares his top picks in the junior space and talks about the pros and cons facing entrants in an industry dominated by a handful of seniors. More >


Steve Hansen

Biggest Value for Agricultural Investors Revealed: Steve Hansen
Source: Peter Byrne of The Energy Report   (5/31/12)
Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Hansen discusses which juniors may migrate to the mid-cap arena and why current share price weakness does not dampen Raymond James' bullish sentiment on the sector, from Canada to Ethiopia. More >


Bob Moriarty

Bob Moriarty: A Contrarian's Guide to Volatile Markets
Source: Sally Lowder of The Gold Report   (5/14/12)
Trotting the globe in his unrelenting quest for investing opportunities, Bob Moriarty had just completed a 21,000-mile travel-a-thon when he picked up the phone for this exclusive interview with The Gold Report. He liked a lot of what he saw, found plenty of bargains along the way and is willing to name names. Ever the contrarian, he is picking up stocks when everyone else is dumping them; he plans to cash in when the mass of sellers morphs into a mass of buyers and drives prices up. More >


Corey Dias

Potash Stocks Offer Profits Ahead of Summer Doldrums: Corey Dias
Source: Zig Lambo of The Energy Report  (5/1/12)
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors. More >


Tom MacNeill

Energy Investing in Saskatchewan: Tom MacNeill
Source: Brian Sylvester of The Energy Report  (2/21/12)
Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts. More >


Jaret Anderson

What's Next for Potash Producers: Jaret Anderson
Source: Zig Lambo of The Energy Report  (2/9/12)
Major potash stocks are beginning to raise eyebrows with impressive profit margins. But as this developing market expands, industry giants will face competition from greenfield and brownfield projects in the works. In this exclusive interview with The Energy Report, Mackie Research Capital Analyst Jaret Anderson debriefs us on some fascinating development stories that are poised to change where and how the most successful potash producers operate. More >


Corey Dias

Potash's Current Calm Promises an Exciting Future: Corey Dias
Source: Brian Sylvester of The Energy Report  (1/24/12)
Last year marked the third-largest growth in the potash industry, but hesitancy from India and China may put things on hold in 2012. However, MGI Securities Analyst Corey Dias still expects to see a lot of positive news coming out of the junior potash space. In an exclusive interview with The Energy Report, Dias specifies which companies he'll be following for progress. More >


Year in Review: Digging into Potash Stocks
Source: The Energy Report Editors  (12/29/11)
People have to eat. That seemed to be the consensus of the markets in 2011, which saw potash gaining traction as a new kind of safe haven. A resource that promises higher crop yields in a time of exploding global population growth, potash is ripe with potential profits for investors who choose carefully. The Energy Report dug deeper into this sector in 2011, interviewing analysts and industry experts who shared how to gain exposure to this growing market. More >


Top-Rated Energy Investing Advice Revisited
Source: The Editors, The Energy Report  (11/22/11)
'Tis the season to count our blessings. At The Energy Report, we are grateful for all the distinguished experts who share their sage advice on the oil, gas, MLP, uranium and alternative energy investing sector day in and day out. To thank you, our dedicated readers, we are sharing some of the most-read insights published here in the last year. We appreciate your support and look forward to navigating the ups and downs of the energy market together in the coming years. More >


Richard Kelertas

Richard Kelertas: Economic Turmoil Creates Potash Values
Source: George Mack of The Energy Report  (11/10/11)
Fertilizer companies have felt the pain of global monetary chaos, but as indicators lag, some potash equities are positioned ahead of the curve for big gains. Dundee Capital Markets Vice President and Senior Financial Analyst Richard Kelertas believes investors need to be sharpening their pencils and establishing positions. In this exclusive interview with The Energy Report, Kelertas shares his best names. More >


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