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

Paragon Funds Management

My preferred commodity exposure is sulphate of potash (SOP) – not to be confused with the more common muriate of potash (MOP), which in is an oversupplied market. SOP makes up around 10% of the overall potash market, or ~6mtpa, (a ~US$3.6b pa market). SOP is a speciality fertiliser commodity... Show More

John Robertson

Danakali could validly claim to have the best resource development potential of any ASX-listed company - perhaps, as its CEO says, comparable to the Pilbara in 1960. Its biggest investment headwind is its location: Eritrea. CEO Paul Donaldson was at pains to show, in presenting to investors this week, that... Show More

John Robertson

The Potash West NL (PWN:AU) GLOSS quality score within the PortfolioDirect rating process has been raised. The critical change warranting the upgrade for the company developing the Dandaragan phosphate and potash deposits in Western Australia has been the doubling of the anticipated mine life to 40 years for an asset... Show More

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

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

Kerry Series, the CEO of Eight Investment Partners says his firm has been “very selective” when it’s come to investing in resources companies but one stock has caught his attention recently. “Our highest conviction position… is Highfield Resources, a Potash mine in Spain. The point about Highfield is that it’s... Show More