Sector Expert: Jaret Anderson

Mackie Research Capital

Image: Jaret Anderson

Jaret Anderson is a Research Analyst covering Agriculture and Fertilizer. He has 13 years of experience in the investment industry and was rated #1 for earnings estimate accuracy by Starmine in 2006 and #2 for the quality of his reports in 2005. Prior to joining the firm in July 2011, Anderson worked at UBS Securities Canada where he covered Canadian paper and forest companies, as well as chemical and fertilizer industries. Most recently, he covered Canadian fertilizer and chemical companies for Salman Partners. Anderson received a Bachelor of Commerce, with honors (Finance) from the University of British Columbia, and was awarded the CFA designation in 2000.



Recent Interviews

What's Next for Potash Producers: Jaret Anderson (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.

Jaret Anderson: Potash Developers Blaze Trail to Brazil (6/9/11)

"Brazil offers an ideal environment for potash developers," says Salman Partners Analyst Jaret Anderson. In this Energy Report exclusive, Jaret explains how its robust ag sector, favorable government and excellent infrastructure have driven several very attractive potash projects.

Recent Quotes

"AAA has nearly doubled its position in Ethiopia's Danakil potash basin."

— Jaret Anderson, Mackie Research Capital (9/5/12)
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"AAA's significant cash position will allow it to advance Dallol."

— Jaret Anderson, Mackie Research Capital (7/5/12)
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"High year-round temperatures may allow for solar evaporation, thereby lowering AAA's processing costs."

The Energy Report Interview with Jaret Anderson (2/9/12)
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"NPK's Cambridge process could allow for large-scale, open-pit potash production, which hasn't been done anywhere in the world."

The Energy Report Interview with Jaret Anderson (2/9/12)
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"KRN has designed a plant that can be built in stages, which offers some advantages in terms of capital expenditures."

The Energy Report Interview with Jaret Anderson (2/9/12)
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"NPK appears to be the lowest-cost potash producer in Brazil."

— Jaret Anderson, Mackie Research Capital (1/31/12)
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"AAA's extra cash strengthens its hand in the event of negotiations with a potential strategic partner."

— Jaret Anderson, Mackie Research Capital (1/11/12)
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"NPK has more than doubled its resource at Cerrado Verde."

— Jaret Anderson, Mackie Research Capital (1/11/12)
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