K+S Faktenthread + Technische Analysen + News

@noogman
hier wird behauptet, marshall habe noch 0.89%!???!!!

Aktuell halten die Leerverkäufer der Hedgefonds folgende Netto-Leerverkaufspositionen in der K+S-Aktie:

2,37% Viking Global Investment LP
1,25% Blue Ridge Capital LLC
0,89% Pennant Capital Management LLC
0,89% Marshall Wace LLP
0,75% Citadel Europe LLP
0,74% Adage Capital Management LP
0,52% Southpoint Capital Advisors

Insgesamt halten die Leerverkäufer der großen Hedgefonds derzeit Netto-Leerverkaufspositionen in Höhe von 7,41% der K+S-Aktien.

Mehr gibts nicht zu sagen backwards!

marketrealist.com/2014/01/...phosphate-and-potash-fertilizers/

Two Reasons to Be Bullish on Fertilizer Companies

investorintel.com/potash-phosphate-press/...tilizer-companies/

A Big New Deal in the World of Potash

investorintel.com/potash-phosphate-press/...deal-world-potash/

China potash deals boost hopes for market revival
11:56 UK, 28th Jan 2014, by Agrimoney.com

m.agrimoney.com/news/...st-hopes-for-market-revival--6701.html

Aktuell halten die Leerverkäufer der Hedgefonds folgende Netto-Leerverkaufspositionen in der K+S-Aktie:

2,29% Viking Global Investment LP
1,25% Blue Ridge Capital LLC
0,89% Pennant Capital Management
0,75% Citadel Europe LLP
0,74% Adage Capital Management LP
0,52% Southpoint Capital Advisors

Insgesamt halten die Leerverkäufer der großen Hedgefonds derzeit Netto-Leerverkaufspositionen in Höhe von 6,44% der K+S-Aktien.

Marshall Wace LLP
WC2N 6HT
Mitteilung von Netto-Leerverkaufspositionen

Zu folgendem Emittenten wird vom oben genannten Positionsinhaber eine Netto-Leerverkaufsposition gehalten:

K+S Aktiengesellschaft

ISIN: DE000KSAG888

Datum der Position: 28.01.2014

Prozentsatz des ausgegebenen Aktienkapitals: 0,53 %

Citadel Europe LLP
London
Mitteilung von Netto-Leerverkaufspositionen

Zu folgendem Emittenten wird vom oben genannten Positionsinhaber eine Netto-Leerverkaufsposition gehalten:

K+S Aktiengesellschaft

ISIN: DE000KSAG888

Datum der Position: 28.01.2014

Prozentsatz des ausgegebenen Aktienkapitals: 0,67 %

news.belta.by/en/news/econom?id=738647

BPC accuses Russian media of misrepresentation
28.01.2014 19:39

MINSK, 28 January (BelTA) – Belarusian Potash Company (BPC) accuses Russian mass media of providing distorted information about the company’s operation, reads a statement published on the official website of the company, BelTA has learnt.

“Over the past several months some Russian mass media outlets have misreported on the activities of Belarusian Potash Company. The coverage was biased and speculative. The provocative statements of “undisclosed sources” alleging the company’s attempts to cover up the real situation with sales were based on the port statistics taken out of context. The allegations do not take into account the shipments by containers, by rail and sales from regional warehouses,” the BPC’s statement reads. The company noted that while disclosing its financial results it provides the information on its real sales; this data does not include the export of fertilizers for the subsequent sales from regional warehouses.

Commenting on publications in Russian mass media, Belarusian Potash Company points out that they are based on fragmented reports of unnamed experts and are designed to deliver a blow to the business reputation of Belarusian Potash Company. “Nevertheless, we believe that the inaccurate coverage is first of all detrimental to the reputation of the media outlets that act this way,” the company said.

news.belta.by/en/news/econom?id=738651

BPC’ export up by 10% in Q4 2013
28.01.2014 19:56

MINSK, 28 January (BelTA) – In the fourth quarter of 2013, Belarusian Potash Company (BPC) boosted the export of potash fertilizers by 10% compared to the same period in 2012. In October-December 2013 the company exported over 1.2 million tonnes of fertilizers, BelTA learnt from the press service of the company.

In 2013 Belarusian Potash Company sold about 5.7 million tonnes of Belarusian potash fertilizers abroad. “Thanks to the new format of operation in the fourth quarter of 2013 the company materialized its plans in full,” the company informed.

The efforts to optimize the operation of the overseas offices and subsidiary companies, development of flexible delivery by bulk carriers and containers, and intensified operation of regional warehouses allowed Belarusian Potash Company to streamline product delivery to all the regions of the world in the fourth quarter. The company projects the increase in sales in the first quarter of 2014, which is believed to maintain stable operation of Belaruskali and create favorable market environment for the entire 2014.

Zusammenhang von Energienutzung mit Gas vs. Kohle für die Produktion. Wie china den Preis von Dünger runterschraubt.


marketrealist.com/2013/07/...us-fertilizer-prices-down-part-1/


Klar ist dass es abhängig ist für welchen Boden. Excurs vone einem Uni bericht zur Düngung.


Analysis or Grade

By law, all products sold as fertilizer require uniform labeling guaranteeing the minimum percentage of nutrients.  The three-number combination (fertilizer grade or analysis) on the product identifies percentages of nitrogen (N), phosphate (P2O5), and potash (K2O), respectively.  For example, a 20-10-5 fertilizer contains 20% nitrogen, 10% phosphate, and 5% potash.  


Ratio

Fertilizer ratio indicates a comparative proportion of nitrogen to phosphate to potash.  For example, a 15-10-5 fertilizer has a ratio of 3-2-1, and an 8-12-4 fertilizer has a ratio of 2-3-1.  Fertilizer recommendations from a soil test are given in ratios.

When shopping for a fertilizer, select a product with a ratio somewhat similar to that desired.  For example, if a soil test recommended a 2-1-0 ratio, the ideal fertilizer would be something like 8-4-0, 10-5-0 or 20-10-0.  However, if you cannot find that exact fertilizer, an 8-4-2 would be similar.  If a garden soil test calls for a 1-0-0 ratio, a 21-0-0 or 24-2-2 fertilizer would be similar.  


www.ext.colostate.edu/mg/gardennotes/232.html


www.potashcorp.com/industry_overview/2011/nutrients/35/

Aktuell halten die Leerverkäufer der Hedgefonds folgende Netto-Leerverkaufspositionen in der K+S-Aktie:

2,29% Viking Global Investment LP
1,25% Blue Ridge Capital LLC
0,89% Pennant Capital Management
0,74% Adage Capital Management LP
0,67% Citadel Europe LLP
0,63% Emerging Souvereign Group, LLC
0,53% Marshall Wace LLP
0,52% Southpoint Capital Advisors

Insgesamt halten die Leerverkäufer der großen Hedgefonds derzeit Netto-Leerverkaufspositionen in Höhe von 7,72% der K+S-Aktien.

Da nun auch das Gap an der 22,00 Euro-Marke fast geschlossen wurde, gibt es nun aus charttechnischer Sicht keinen Grund mehr, dass die Aktie jetzt noch weiter fallen sollte, außer der deutsche Markt bricht weiter an. Für nicht investierte Anleger bietet sich auf dem aktuellen Niveau eine interessante Einstiegschance mit einem hervorragendem Chance-Risiko-Verhältnis. Der Stopp müsste aber ebenso bei 21,50 Euro platziert werden.