| Antworten |
Anzeige
Meldung des Tages: Goldaktie mit Nachholpotenzial: Über 2 Mio. Unzen Gold – und trotzdem erst 59 Mio. USD Börsenwert?
Neuester,
zuletzt geles. Beitrag
Antworten | Börsen-Forum Übersicht
Zurück
Weiter
... 18 19 20 22 23 24 ...
Antworten | Börsen-Forum Übersicht
Zurück
Weiter ... 18 19 20 22 23 24 ...
K+S Faktenthread + Technische Analysen + News
Werbung
Passende Knock-Outs auf DAX
| Strategie | Hebel | |||
| Steigender DAX-Kurs | 5,00 | 10,00 | 15,00 | |
| Fallender DAX-Kurs | 5,00 | 10,00 | 15,00 | |
Den Basisprospekt sowie die Endgültigen Bedingungen finden Sie jeweils hier: DE000VH8NYP9
, DE000VK2CEL1
, DE000VK2CV09
, DE000VH4AE22
, DE000VG7DSJ8
, DE000VH8FLD8
.Bitte informieren Sie sich vor Erwerb ausführlich über Funktionsweise und Risiken. Bitte beachten Sie auch die weiteren Hinweise zu dieser Werbung.
Beiträge:
761
Zugriffe: 225.065 / Heute: 22
Zugriffe: 225.065 / Heute: 22
|
Werbung
Entdecke die beliebtesten ETFs von SPDR
Will 2014 Include Russian-Belarus Potash Cartel Revival?
Will 2014 Include Russian-Belarus Potash Cartel Revival?A little hope was poured into the potash market at the end of December with speculation that the Russian-Belarusian marketing arm for potash could be reassembled in the future.
In December, Potash Investing News spoke with John Chu, an analyst at AltaCorp, who said that a reunion of Uralkali (MCX:URKA) and Belaruskali would support potash prices and promote supplier discipline within the market.
Following the August arrest of Uralkali’s CEO, Vladislav Baumgertner, Russian tycoon Suleiman Kerimov was on the lookout for buyers of his 21.75-percent stake in Uralkali. On December 20, Kerimov’s search ended with a couple of larger-than-expected deals that resulted in 47 percent of Uralkali being divvied up between two billionaires: Mikhail Prokhorov and Dmitry Mazepin. Prokhorov’s Onexim Group scooped Kerimov’s 21.75-percent stake in Uralkali, while another 5.34 percent was purchased by another Prokhorov-controlled company. Meanwhile, Uralchem, a company owned by Mazepin, closed a deal for nearly almost 20 percent of the remaining Uralkali shares.
VTB Capital analyst Elena Sakhnova said that the share restructuring “is positive for Uralkali as there will be more clarity in the situation for investors,” adding that “[i]t is also good that Prokhorov will have a larger stake than Mazepin, as he has a stronger financial position and we can expect that there will be less pressure on the company in terms of dividend payments and buybacks compared with what we saw before.”
Following the redistribution of the company’s shareholders, Dmitry Osipov was named as CEO of Uralkali. With the dust settling for the Russian potash company, 2013 ended with the hope that 2014 will see a revival in the marketing partnership between Russian and Belarus.
“The decision to appoint a new CEO has been taken in connection with the recent changes in the composition of the major shareholders of the company,” Alexander Voloshin, chairman of Berezniki-based Uralkali, said. Meanwhile, Russian ambassador to Belarus, Alexander Surikov, said that following the switch up in shareholders and the CEO, “Uralkali is ready to restore cooperation with Belaruskali,” a move he believes will be beneficial to both sides.
Sakhanova also commented on Osipov’s appointment at the helm of Uralkali, stating that now “the main people Belarus did not want to work with are gone from Uralkali, so we expect a prompt return to cooperation,” adding, “[t]his is positive for the whole industry, as it would herald a return toward a more lucrative price-over-volume strategy.”
What will a reunion mean for potash?
From our December interview with Chu, a reunion of of the Belarus Potash Company would create underlying support for potash prices. That should be good news across the board for potash companies.
In a January 8 article from Yorkton This Week, the news that Uralkali and Belaruskali has been well received. While a reunion between Uralkali and Belaruskali won’t exactly translate into Potash Corp of Saskatchewan (TSX:POT,NYSE:POT) rehiring all of its laid-off employees, the news has offered Saskatchewan some encouragement that potash production could be picking up in the future.
potashinvestingnews.com/...-belarus-potash-cartel-revival.html
Will 2014 Include Russian-Belarus Potash Cartel Revival?A little hope was poured into the potash market at the end of December with speculation that the Russian-Belarusian marketing arm for potash could be reassembled in the future.
In December, Potash Investing News spoke with John Chu, an analyst at AltaCorp, who said that a reunion of Uralkali (MCX:URKA) and Belaruskali would support potash prices and promote supplier discipline within the market.
Following the August arrest of Uralkali’s CEO, Vladislav Baumgertner, Russian tycoon Suleiman Kerimov was on the lookout for buyers of his 21.75-percent stake in Uralkali. On December 20, Kerimov’s search ended with a couple of larger-than-expected deals that resulted in 47 percent of Uralkali being divvied up between two billionaires: Mikhail Prokhorov and Dmitry Mazepin. Prokhorov’s Onexim Group scooped Kerimov’s 21.75-percent stake in Uralkali, while another 5.34 percent was purchased by another Prokhorov-controlled company. Meanwhile, Uralchem, a company owned by Mazepin, closed a deal for nearly almost 20 percent of the remaining Uralkali shares.
VTB Capital analyst Elena Sakhnova said that the share restructuring “is positive for Uralkali as there will be more clarity in the situation for investors,” adding that “[i]t is also good that Prokhorov will have a larger stake than Mazepin, as he has a stronger financial position and we can expect that there will be less pressure on the company in terms of dividend payments and buybacks compared with what we saw before.”
Following the redistribution of the company’s shareholders, Dmitry Osipov was named as CEO of Uralkali. With the dust settling for the Russian potash company, 2013 ended with the hope that 2014 will see a revival in the marketing partnership between Russian and Belarus.
“The decision to appoint a new CEO has been taken in connection with the recent changes in the composition of the major shareholders of the company,” Alexander Voloshin, chairman of Berezniki-based Uralkali, said. Meanwhile, Russian ambassador to Belarus, Alexander Surikov, said that following the switch up in shareholders and the CEO, “Uralkali is ready to restore cooperation with Belaruskali,” a move he believes will be beneficial to both sides.
Sakhanova also commented on Osipov’s appointment at the helm of Uralkali, stating that now “the main people Belarus did not want to work with are gone from Uralkali, so we expect a prompt return to cooperation,” adding, “[t]his is positive for the whole industry, as it would herald a return toward a more lucrative price-over-volume strategy.”
What will a reunion mean for potash?
From our December interview with Chu, a reunion of of the Belarus Potash Company would create underlying support for potash prices. That should be good news across the board for potash companies.
In a January 8 article from Yorkton This Week, the news that Uralkali and Belaruskali has been well received. While a reunion between Uralkali and Belaruskali won’t exactly translate into Potash Corp of Saskatchewan (TSX:POT,NYSE:POT) rehiring all of its laid-off employees, the news has offered Saskatchewan some encouragement that potash production could be picking up in the future.
potashinvestingnews.com/...-belarus-potash-cartel-revival.html
"Uralkali is ready to restore cooperation with Belaruskali"
jetzt fehlt "nur" noch die bestaetigung dass das (alte) neue ost-kali-kartell wieder zustande kam!
jetzt fehlt "nur" noch die bestaetigung dass das (alte) neue ost-kali-kartell wieder zustande kam!
Africa: waiting in the wings as a potash market (and producer)
- See more at: investorintel.com/potash-phosphate-intel/...hash.uXQfFdus.dpuf
- See more at: investorintel.com/potash-phosphate-intel/...hash.uXQfFdus.dpuf
Uralkali and Belarus are talking again — but don"t hold your breath for quick fix
investorintel.com/market-commentary-intel/...dont-hold-breath/
investorintel.com/market-commentary-intel/...dont-hold-breath/
Guter Überblick, Hattip patntgam
There is a general sense coming from China that the approaches traditionally being taken to mining investments abroad should be revisited.
Posted on January 13, 2014By News Teamin Broker Talk, Mining and Metals
Major overseas investing from the Chinese will continue — notwithstanding the regrouping — driven by the accumulation of foreign currency reserves, shrinking domestic resources and continued support by the national government to Chinese companies “going out”.
- See more at: www.directorstalk.com/...ld-be-revisited/#sthash.zeCz5W7g.dpuf
There is a general sense coming from China that the approaches traditionally being taken to mining investments abroad should be revisited.
Posted on January 13, 2014By News Teamin Broker Talk, Mining and Metals
Major overseas investing from the Chinese will continue — notwithstanding the regrouping — driven by the accumulation of foreign currency reserves, shrinking domestic resources and continued support by the national government to Chinese companies “going out”.
- See more at: www.directorstalk.com/...ld-be-revisited/#sthash.zeCz5W7g.dpuf
Sprott's Thoughts
Monday, January 13, 2014
Henry Bonner
“Big Money” Entering Resources, Precious Metals: Rick Rule
Rick Rule, Chairman of Sprott Global Resource Investments Ltd., says some of the ‘big money’ that was circling the resource sector has finally found a home. Rick Rule recently commented on a couple of new investment mandates that he believes signal a positive development in the resource sector...
sprottglobal.com/thoughts/articles/...ecious-metals-rick-rule/
Monday, January 13, 2014
Henry Bonner
“Big Money” Entering Resources, Precious Metals: Rick Rule
Rick Rule, Chairman of Sprott Global Resource Investments Ltd., says some of the ‘big money’ that was circling the resource sector has finally found a home. Rick Rule recently commented on a couple of new investment mandates that he believes signal a positive development in the resource sector...
sprottglobal.com/thoughts/articles/...ecious-metals-rick-rule/
www.marketwatch.com/story/...es-10-in-2013-2014-01-14-44853238
de.ria.ru/business/20140114/267640238.html
de.ria.ru/business/20140114/267640238.html
Es gibt keine neuen Beiträge.
|
Werbung
Passende Knock-Outs auf DAX
| Strategie | Hebel | |||
| Steigender DAX-Kurs | 5,00 | 10,00 | 15,00 | |
| Fallender DAX-Kurs | 5,00 | 10,00 | 15,00 | |
Den Basisprospekt sowie die Endgültigen Bedingungen finden Sie jeweils hier: DE000VH8NYP9
, DE000VK2CEL1
, DE000VK2CV09
, DE000VH4AE22
, DE000VG7DSJ8
, DE000VH8FLD8
.Bitte informieren Sie sich vor Erwerb ausführlich über Funktionsweise und Risiken. Bitte beachten Sie auch die weiteren Hinweise zu dieser Werbung.
Neueste Beiträge aus dem K+S Forum
| Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
46 | 70.772 | K+S wird unterschätzt | Salim R. | Margaux90 | 14:10 | |
| 5 | Kalium im Ohmgebirge - South Harz mit Genehmigung | Global-Invest | Terminator9 | 14.06.24 16:13 | ||
| 2 | +++Morgenbericht mit Terminen+Analysten 25.04.07++ | eposter | timtom1011 | 25.03.24 09:43 | ||
| 2 | 7 | Neuer an Bord! | Brainwash | DaggyB | 27.04.23 15:11 | |
| 1 | Tippspiel EPS Q1 2022 | Wasserbüffel | Wasserbüffel | 09.05.22 09:56 |