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Sirius Minerals Share Discussion Threads
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|Barclays: Hold Onto Your Stocks as Global Economy Grows, Trump Agenda Prevails
The world economy will grow steadily over the next two years and that means investors should stay invested in equities, according to Barclays Capital Plc.
|If you were responding to my post 11%, I think you have misunderstood it. My point was that any analyst with serious knowledge of Civil Engineering contracting will be a bit dubious about the ability of Sirius to package all the previously seperately tendered civils contracts into a single contract - to avoid the dreaded interface risks. It is likely to be a lack of progress on that front which will dissapoint, imho.
As I see it Sirius are in a bit of a catch 22 situation in this context, as they need the original main contractor for the site preparation work lined up and ready in June, but the shaft contractor may take some time to conclude his price finalisation after the latest deep borehole is completed and all relevant tests are done (some take a week or more). Also any further Site Investigation required by the original tunnel contractor will definitely not be complete in time for him to agree his element of an overall price before a June kick off - so Sirius might end up doing a very substantial chunk of work on a letter of intent basis, ending up in a very weak negotiating position for finalising an all encompassing contract.
But, what do I know? We'll have to wait and see.
|Sirius Minerals - The project explained
|There will be nothing in the first Q report.
CF will not even think about sinking a shaft for an other 18 months, then we are into Stg2 finance.|
|Not sure about your 14p target wisteria2, but I'm expecting some dissapointment with the first quarterly progress report, due next week, iirc.
Imho, the road upgrade work is probably being done on a letter of intent basis, with all the remaining civils work expected to be incorporated into a single contract aiui. The idea being that this will pass the substantial interface risks between operations on to the contractor.
Finalising, agreeing, and awarding a contract such as that strikes me as an almost impossible task, unless you have huge contingency cash and are prepared to part with it. So my expectation is that the first, and maybe even the second, progress report will seriously dissapoint on that issue.
But regards and good luck to holders, I hope I'm wrong.|
|Ninety-five percent of the world's potash is used on farms to fertilize the food supply. It's a critical ingredient that helps to improve crop yields, increase resistance to plant diseases and heighten water retention. It also has a positive effect on food color, taste and texture.
Potash is a component of feed supplements used to grow livestock and enhance milk production. It still has several industrial applications that trace their roots back to the colonial days, including glass, soap and ceramic production.
Potash made the news in 2009 when BHP Billiton Limited (NYSE:BHP) withdrew its hostile takeover bid for the Potash Corporation of Saskatchewan (NYSE:POT). The giant mining company was staking its $39 billion bet on the projected long-term need for increasing the world's food supply.
PotashCorp is the largest fertilizer company in the world, engaged in the production of potash, phosphate, and nitrogen. With a presence in seven countries, it accounts for 20% of global production. In 2009, potash accounted for one-third of the company's revenues, totaling $1.2B in net sales. More impressive was that the gross margin from potash sales was 71% of the total, ample evidence of the profitability of this business segment.
Polyhalite Superior to Potash Explained
The York Potash Project Deposit
|Total holding for CQS (UK) LLP has gone above 5% in Sirius Minerals
Established by Sir Michael Hintze in 1999, CQS is a global multi strategy asset management firm. Our investment process is based on fundamental bottom-up research and we have experienced portfolio management teams located in key financial centres. Our robust operational platform provides a strong liquidity management and risk monitoring capability.
|Looking forward to a share price of 14p!! might well be worth a bet then!!!|
|OMG 11% still rambling on and on and on... FFS get a life.
Glad I am out of this and don't see his pathetic (Filtered) posts all the time.
Bit bizarre that prior to getting permission and funds they were off selling the Poly4 all over the world and testing all the time.
NOW it seems to have gone very quiet.|
|Thanks. That's all I need to know (and should have realised before)|
One word DILUTION|
|Thank you. I did read that announcement over the weekend but couldnt (and still cant) understand why the market reacted so badly to it. Was something else expected?|
|Can someone please summarise the reason(s) why the share price has gone from 40p to <18p in the last 5 months with a dramatic fall at the beginning of the period?
|I can wait.|
|Bought at 9, 12 & 18 Sold at 25, 35 & 40I have quite a few more than I started with. My advise is do not get too greedy.In time these will make you money|
|Fabulous price for a multi billion pound company in the making. I'm in at 40p and I consider that a bargain!|
|All in again today 17.4|
|He should buy Sirius mining|
|Published Tuesday, Sep. 14, 2010
China's passion for potash
"As China's diets improve, there is a need to improve crop yields… . If China wants to produce more corn itself, it needs more fertilizer," said Jin Jiyun, director of the Soil and Fertilizer Institute at the Chinese Academy of Agricultural Sciences. "China would love to have a stable supply of potash. It's important for the development of Chinese agriculture."
"In other words, China will use its money to make sure it gets the potash supply it needs to satisfy its country's growing and changing appetite. From Saskatchewan, if the right deal can be worked out, or somewhere else."
|19p in H1.....yea, hedge your bets.|