Alexander77

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  • World's Breadbasket Creates Record Earnings for the Fertilizers
    Delta it matters because as more fertilizer is needed companies such as MOS will see their profits climb and as the price of corn and /or other commodities then there is more econmic profit to be made by farmers in these sectors. Bottomline these companies have stelar prospects for the next two years
    Aug 11 08:25 am |Rating: 0 0 |Link to Comment |View article
  • The Agriculture Boom Goes Bust
    100% percent right, I think stocks with inelastic demand in what we need in these kind of markets



    On Jul 22 10:02 PM Rocknrollleg end193 wrote:

    > Look at what you wrote here, Andrew:
    >
    > "It’s simple economics. Fertilizer prices are not inelastic. High
    > prices are reducing total fertilizer use around the world. We could
    > see a big impact on reduced consumption when the Q2 numbers come
    > out in the next few days."
    >
    > Wrong. Fertilizer prices ARE relatively inelastic. As long as there's
    > a strong demand for food, farmers are gonna try and grow it. In fact,
    > the precise reason for the recent spike in fertilizer prices is BECAUSE
    > of the ever-increasing world food demand. There's a pretty direct
    > correlation between fertilizer prices and food prices, because as
    > DeltaXray7 wisely said, "If farmers want good yields per acre then
    > they have to fertilze [sic]."
    Jul 23 10:34 am |Rating: 0 0 |Link to Comment |View article
  • The Agriculture Boom Goes Bust
    I bought AGU I think it is a steal with its excellent earnings and prospects. The market has not fully valued this stock


    On Jul 23 08:40 AM andyn wrote:

    > Even with all these stock increases, forward P/E for AGU remains
    > around 11... and remember they have already pre-announced an increase
    > in earnings and the Indian/Chinese contracts are up for re-negotiation.
    > This stock might explode to the upside if they guide further higher.
    > Already the stock has retraced back from 110 to 95. Buy now and hang
    > on atleast until end of the year.
    Jul 23 10:31 am |Rating: 0 0 |Link to Comment |View article

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