Three Positives for Small-Cap Fertilizers

Dear Agoracom Family,

I want to thank all of you for your patience with us over the past 48 hours and apologize for what was admittedly a botched launch of our new site.

As you can see, we have reverted back to the previous version of the site while we address multiple forum functionality flaws that inexplicably made their way into the launch.

To this end:

1.We have identified 8 fundamental but easily fixable flaws that will be corrected in the coming week, so that you can continue to use the forums exactly as you've been accustomed to.

2.Additionally we will also be implementing a couple of design improvements to "tighten up" the look and feel of the forums.

Sincerely,

George et al

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Waiting in the Wings

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Three Positives for Small-Cap Fertilizers

posted on Aug 22, 2010 08:44AM

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PotashCorp announced that it has received, and rejected as "grossly inadequate", a US$130/POT share offer from BHP Billiton

Since this bid has gone hostile, analysts rate the possiblility of a higher bid coming in as strong, since that is what happens when a bid goes hostile [probably in the $163 range]

Russian producers, Uralkali and Silvinit, are on the verge of a merg

With rising nitrogen and phosphate prices off-season and lagging potash prices, drought and flood induced shrinking global food supplies and the new Russian consolidation efforts of

putting Uralkali and Silvinit together by several billionaires, it prompted BHP to act now or never, though there remains a possible competing bid coming in for POT, since the threshold of shareholder support went from 66.6% down to 50.01%

In some analysts view this is positive news for small cap greenfield producers like KCL, & they rate them as #1 KCL , #2 WPX, #3 MAA

Legacy Project

Three Positives for Small-Cap Fertilizers