| 31 Aug 2010 - Jaret Anderson, Investment Analyst, quoted in "Potash M&A Mania: Allana Potash is 'in Play'", BNWNews. |
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"With 36% of the world's potash supply potentially ending up in new hands, both China and India must be feeling some threat with regards to the security and stability of supply."
"In our view the (potash) consolidation developments in Russia/Belarus and the BHP bid for Potash Corp. have increased the incentive China and India have to fund the development of greenfield potash projects."
"Development potash companies are well positioned to benefit in this environment."
"Offer upside of 40 to 80% from current levels." |
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| 23 Aug 2010 - Jaret Anderson, Investment Analyst, quoted in "Potash Power Plays: Who's Next?", Seekingalpha.com. |
| "China and India would seem to have an extra incentive to finance the development of greenfield potash projects." |
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| 23 Aug 2010 - Raymond Goldie, Senior Mining Analyst, quoted in "Potash Power Plays: Who's Next?", Seekingalpha.com. |
| "I think Vale is most interested in being a wholesaler of bulk commodities, and is not interested in the retailing of agricultural products, which is a growing part of Agrium's business. So I think Vale is more likely to be interested - much like the Chinese - in a junior play, rather than Agrium." |
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| 20 Aug 2010 - Jaret Anderson, Investment Analyst, quoted in "Chinese giant fuels talk of PotashCorp bidding war", Agrimoney.com. |
"With growing populations in excess of 1bn each, security of food supply is a significant national security issue."
"Increasing crop yields is not only desirable, it is necessary in order to maintain an orderly society. Continued availability of fertilizers - particularly potash - is critical to each country's future."
"Somewhere in the bowels of a non-descript government building in Beijing and/or New Delhi, we expect there are some nervous government workers." |
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| 17 Aug 2010 - Jaret Anderson, Investment Analyst, quoted in "Analysis: Russians still set to hold potash pricing key", Reuters.com. |
| "I do not believe if they acquire Potash Corp they will end up building their project in Saskatchewan, at least not for the foreseeable future." |
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| 17 Aug 2010 - Jaret Anderson, Investment Analyst, quoted in "Potash rejects $39B BHP bid, shares soar", Canoe.ca. |
"I do not feel the bid will be done at anywhere near $130."
"There are interesting implications for other companies out there, which may stand a much better chance of getting their projects financed." |
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| 16 Aug 2010 - Raymond Goldie, Senior Mining Analyst, quoted in "Agrium makes bid for Australian wheat exporter", Calgary Herald. |
"The key question is are they paying too much, because they're paying 30 per cent more than the competing bidder."
"I have no idea what the Australian Wheat Board is worth, but I have found in the past that Agrium, unlike many other companies, has admirable skill at identifying value and takeover targets." |
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| 16 Aug 2010 - Raymond Goldie, Senior Mining Analyst, quoted in "Agrium bids for Aussie wheat giant", The Globe and Mail. |
"Agrium has an admirable, successful track record of patiently and prudently bidding to take over targets."
"In the past they've been accretive to earnings and value, or saying during the bidding process, 'Hey, this has become too expensive,' and just walking away. A lot of people don't have that discipline." |
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| 05 Aug 2010 - Raymond Goldie, Senior Mining Analyst, quoted in "Exploratory drilling on Catface could last two more years", Canada.com. |
| "A shortage already exists, which is good news for B.C. because it produces copper concentrate." |
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| 03 Aug 2010 - Haytham Hodaly, Senior Mining Analyst, quoted in "Kinross could face shareholder, rival hurdles en route to deal for African Mines", The Canadian Press. |
"There's a lot of potential additional value, including expanded production, in the assets that account for the high price of the deal."
"There may be some potential bidders interested in expanding in Africa, but Red Back's stock will deter some suitors." |
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