Junior potash companies now the focusConclusion"Companies...

Junior potash companies now the focus


Conclusion

"Companies involved solely in exploration of potash are likely take-out candidates, either by diversified mining companies seeking a way into the potash industry or by countries looking to lock-in supply." ~ Jacob Bout, fertilizers analyst for CIBC World Markets, Global Potash Supply - A Focus on Saskatchewan Exploration

An investor would almost have to think a massive surge in earnings by POT and AGU, the USD 45 billion loan backing BHP Billiton's USD 39 billion bid for Potash Corp being signed last Friday and a possible rival offer from China's state-owned chemical conglomerate Sinochem (China is the world's most populous country at 1.3 billion people but with just 9 per cent of its arable land is the world's biggest user of potash - an annual demand of 10 million tonnes) all bode well for the few small junior companies with big potash resources.

There's certainly longevity to the potash story and as more and more investors become aware of it the most leveraged companies could very well deliver spectacular gains for their shareholders. Potash should be on every investors radar screen.

Is it on yours?



?Just when we need more soil to feed the 10 billion people of the future, we?ll actually have less?only a quarter of an acre of cropland per person in 2050, versus the half-acre we use today on the most efficient farms.? David Montgomery, author of the 2007 book Dirt: The Erosion of Civilizations

Fertilizers are going to become increasingly important to improve crop yields.


http://www.zimbio.com/Mining/articles/JSof9YJZUge/Junior+potash+companies+now+focus

http://www.safehaven.com/print/18309/three-junior-potash-developers-are-sitting-on-big-assets