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Intel Corporation Message Board

the_capitalist_vulture 4 posts  |  Last Activity: Feb 13, 2016 9:52 AM Member since: Aug 5, 1999
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  • the_capitalist_vulture by the_capitalist_vulture Feb 13, 2016 9:52 AM Flag

    The SQM board has chatter about the Chinese company CITIC buying SQM, a Chile based fertilizer company. Considering the purchase of Syngenta by ChemChina for $44B, they have the potential to buy at least 2 or 3 fertilizer companies, including CF. Once the SQM deal is announced, we'll probably see a surge in the price of CF. Apparently China is targeting "food security" in the new 5-year plan. China is the world's largest importer of fertilizers, so deals in this industry make a lot of sense.

    Sentiment: Strong Buy

  • the_capitalist_vulture by the_capitalist_vulture Feb 13, 2016 9:43 AM Flag

    There is chatter on the SQM board about a Chinese gov't. controlled company CITIC interest in buying SQM, a fertilizer company based in Chile. Considering the recent purchase of Syngenta, the big Swiss rival to Monsanto in agri-chemical pesticides, for $44B, there Chinese may want to buy more than one fertilizer company. Their new 5-year plan emphasizes "food security" among other goals. At least 2 or 3 fertilizer companies could be bought for $44B, including MOS. Even if they don't target MOS, the shares could surge on the announcement of the SQM deal.
    MOS is severely under-priced, IMHO.

    Sentiment: Strong Buy

  • the_capitalist_vulture by the_capitalist_vulture Sep 2, 2015 11:41 AM Flag

    We could see a retest of last weeks low in the $38-40 range.
    The market over-reacted to the OPEC editorial. The editorial suggested talking with non-OPEC producers.
    This is not going to happen.
    This explains the selloff in the oil patch today.

  • the_capitalist_vulture by the_capitalist_vulture Sep 2, 2015 11:19 AM Flag

    We could see a retest of last weeks low in the $38-40 range. That OPEC editorial was pure speculation, indicating they were willing to talk to "other producers" to control prices.
    Presumably, these other producers include the independent oil companies, which are unlikely to engage in such talks for fear of "price fixing" charges. The other producers would also include the Russian producers which nobody could trust to keep a bargain and Pemex and Petrobras, which are unlikely to cut production due to their current difficulties.
    It is unbelievable that the market would fall for the OPEC editorial, but it happens. There was no comment from Saudi Arabia, which dictates the current policy of driving high-cost producers out of business.

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