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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Jurgis Bekepuris who wrote (51956)	7/30/2013 11:33:07 PM
From: Spekulatius	1 Recommendation Read Replies (2) of 78750

I probably would dump CF for fear of collateral damage if I owned it. Based on what I hear, UralKali, a big (if not the #1) producer has exited the Kali cartel and predicted that prices would fall from 400$/ton to 300$/ton. I am not sure what Uralkali's plans are and why they apparently trying to drive the price down. I think it is a play that seems irrational right now and that seems to scare the market. The German potash (Kali) producer Kali+Salz AG is down 24% today and that after the stock got a pretty good clobbering before this year: finance.yahoo.com That stock seems like a good bottom fishing candidate, POT and MOS don't really look that cheap, considering most likely some aggressive pricing action. bloomberg.com

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