potash

Australian Potash - High Margin Potash

Mark Gordon

Western Australia is one of the handful of jurisdictions globally that hosts salt lakes with brine chemistry suitable to produce the high value sulphate of potash fertiliser (commonly referred to as SoP) – current producers are in China, Tibet, the US and India. SoP has several advantages over the more... Show More

Junior and Mid-Cap Resources – Strong Investor Interest Continues

Mark Gordon

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the current cycle, particularly for those companies with quality management and projects. Gold is holding its ground at around US$1250/oz, and despite... Show More

The momentum continues for junior resources

Mark Gordon

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in the sector, fall in the latter part of the year, it has now recovered and is trading back above US$1,200/oz.... Show More

Potash West Tries a Break-Out

John Robertson

More Potash West shares traded today than in any MONTH since 2011. The accompanying 40% price rise means someone is excited about this WA phosphate/potash mine developer. Fresh interest after a company roadshow this week still leaves its share price 80% below where it was exactly four years ago. Without... Show More

Danakali Rating Update

John Robertson

Danakali Limited, developing the Colluli potash project in Eritrea, has been classified as a late stage Phase I company and rated ‘3+’ on the five point PortfolioDirect rating scale where a ‘5’ is the highest rating on the risk adjusted quality scale. Show More

Potash prices in September were 26% lower than a year earlier and at their lowest levels since the beginning of the early 2000s cyclical upswing

John Robertson

Potash prices in September were 26% lower than a year earlier and at their lowest levels since the beginning of the early 2000s cyclical upswing. The huge variation in prices illustrated in the chart challenges investors to make a judgement about what to assume in valuing an existing or prospective... Show More