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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (65300)	8/13/2010 1:46:29 PM
From: elmatador	1 Recommendation Respond to of 219835

How the situation deteriorated to this point. fotothing.com During the civil war when two factions fight to take the country´s riches, one of the sides spread the word that his opposition, allied with South Africans (backed by the US) wants to introduce Apartheid in Angola. They reasoned: Anything but Apartheid! Thus they start leaving the countryside. The side saw a collateral benefit: as people left the country side, they would run out of cannon fodder. Thus encouraged the Negroes to come to Luanda. They piled up in a city for 500.000, 5 million people or about 1/3 of the population. Government now -8 years after war ended- wants to get them back to where they come from. But they wanbt to stay on. Government cannot provide much amenities (Trash collection, clean water sewage public trandsport) else they will never leave!!! The roads, railways and telecoms we put out there is to instigate them to move. But they are still here.

To: Cogito Ergo Sum who wrote (65300)	8/18/2010 5:36:49 AM
From: elmatador	Respond to of 219835

“We are investing in whatever China is short of -- potash, cobalt, uranium, chromium, copper, gold, silver, oil, coking coal and iron ore,” China Mining United Fund, which raised 500 million yuan last year, said. China Mining United Fund Seeks 5 Billion Yuan to Invest in Mines, Potash The fund, which owns stakes in Brazil Potash Corp. and Canada’s Allana Potash Corp., will seek marketing rights for the mines and oilfields it invests in, the Beijing-based company said in an e-mailed statement today. bloomberg.com

To: Cogito Ergo Sum who wrote (65300)	8/23/2010 2:45:03 AM
From: elmatador	Read Replies (1) \| Respond to of 219835

there is concern among fertiliser producers that the potash is controlled by two groups -- the Canadians on one hand, and the Belarus-Russian mob on the other. As with rare earths and China, any newcomer in potash will be welcomed as a break on a market stranglehold Vale and Amazon are coming to break the stranglehold. Get Ready For A Monster Battle Over Potash And The Future Of The Global Food Supply The initial thinking, last Tuesday, was that only BHP Billiton had the heft to acquire Potash at a price well north of $30 billion. But then late last week it emerged that Chinese firm Sinochem might be interested, and given that the whole premise of acquiring Potash is that it's a bet on the next generation of Chinese demand (from industrial commodities, to higher end food products), this makes total sense. ELMAT: Brazil is salivating for this demand... Whereas a year ago, the talk was all about securing oil rights for demand needs far in the future, suddenly the talk is all about food. John Durie at The Australian notes some of the big-picture thinking: "That said, there is concern among fertiliser producers that the potash is controlled by two groups -- the Canadians on one hand, and the Belarus-Russian mob on the other. As with rare earths and China, any newcomer in potash will be welcomed as a break on a market stranglehold." He also notes that, just like with early-stage gold miners, there's a whole host of upstart potash explorers and miners who saw their shares spike on the news. Add in the possible interest from Brazil's Vale, and Rio Tinto (both possibly interested in this space, and possibly Potash specifically) and you have the making of a pretty big deal story for awhile, not only for Potash the company, but for scads of smaller players looking to feed the world Read more: businessinsider.com