K+S Faktenthread + Technische Analysen + News

 

Belarus Potash Company fully recovers after Uralkali’s withdrawal
ITAR-TASS November 25

http://en.itar-tass.com/economy/708870  

12. September Blickwinkel Indiens oder wer is schuld

Pavan Srinath: Potash - From Russia with love

[url]http://m.business-standard.com/wapnew/storypage_content.php[/url]  

Marshall Wace LLP
WC2N 6HT
Mitteilung von Netto-Leerverkaufspositionen

Zu folgendem Emittenten wird vom oben genannten Positionsinhaber eine Netto-Leerverkaufsposition gehalten:

K+S Aktiengesellschaft

ISIN: DE000KSAG888

Datum der Position: 22.11.2013

Prozentsatz des ausgegebenen Aktienkapitals: 1,00 %  

Branchengrößen unterbewertet: J.P. Morgan – Überangebot am Kalimarkt kleiner als gedacht

Einem neuen Bericht von J.P. Morgan zufolge ist das Überangebot im Kalimarkt weniger ausgeprägt als es den Anschein hat.

http://bjoernjunker.wordpress.com/2013/11/25/...-kleiner-als-gedacht/  

Mein Eindruck ist, dass die Zahl der positiven Artikel zu K+S langsam zunimmt. Selbst größere Häuser wie J.P. Morgan spielen dabei mit. Es wird doch mit Sicherheit einige größere Investoren geben, die allmählich Wetten (bzw. Investments) gegen die absurd hohe Short-Quote eingehen... Immer noch sehr spannend hier.  

 

 

No Plans For Cheaper BPC Fertilizers In Favor Of Volumes

November 25, 2013 (Source: BelTA) – Belarusian Potash Company (BPC) does not intend to reduce prices for potash fertilizers for the sake of selling more of them. The statement was made by BPC First Deputy Director General Alexander Polyakov, BelTA has learned.

“We do not approve of the idea of selling as much as possible at a minimal price and leaving manufacturers without profits. Although considerable volumes can be sold right now at a price bordering on the loss-making one,” said the executive.

In his words, experts expect the potash fertilizers market to get stable in the near future as the situation brought about by Uralkali’s pullout does not satisfy any of the market players. “Some companies may afford selling at a loss but only for a very short time. The prices that have evolved allow minimal profits for the majority of manufacturers. Nobody is going to live with that for a long time. Therefore consolidation will happen anyway. According to our estimates the prices will gradually go up starting the beginning of the next year,” believes the BPC representative.

It is yet difficult to talk about specific prices for potash fertilizers in 2014. “All the market participants are waiting for the Chinese market to liven up. Prices for Chinese contracts are used as a kind of a guideline for the rest. Since none is available now, all the traders operate within their understanding and risk without buying a lot,” explained Alexander Polyakov.

BPC advised treating any statements regarding prices for Belarusian potash fertilizers with caution. The market has its peculiarities, it has a limited number of manufacturers and a high degree of competition that has gone up many times over in view of the latest events, in particular, Uralkali’s pullout from sales facilitated by Belarusian Potash Company and the aggressive policy the Russian company is now pursuing on foreign markets. “In the present conditions manufacturers are forced to defend themselves, including via mass media. Any publication, any shred of light cast on the events going on on the market (prices, specific volumes and so on) can be interpreted by competitors for their own ends. This is why BPC is very restrained about making comments. Avoiding errors and preventing the release of information that can become harmful are the main tasks now. We prefer doing over talking right now,” noted Alexander Polyakov.

For instance, the carelessly mentioned minimal price for a tonne of Belarusian potash fertilizers in line with estimates of the Belarusian Economy Ministry for 2014 has been heard by partners as an initiative of Belarusian Potash Company to reduce the price by $30-40 in 2014. “It runs contrary to our vision of the market,” said the executive. He also said he believes it is premature to voice specific figures concerning volumes of deliveries next year. “It is difficult to predict the situation at present. We understand what we are going to do but we are not ready to talk about actions of our partners and competitors. What is Uralkali going to do taking into account the latest news concerning the change of the owner? What are Canadian manufacturers and other ones going to do? Our plans for 2014 depend on those considerations, too. It is premature to talk about specific sale figures now. We will have to see how the situation on the market will pan out”.

http://investorintel.com/potash-phosphate-press/...ers-favor-volumes/  

Belarus To Earn Over $2bn From Potash Fertilizer Sales This Year

http://investorintel.com/potash-phosphate-press/...ilizer-sales-year/  

 

Market Outlook

The market is finally giving hints of a bullish resurgence. Today a bullish pattern is detected. Based on this pattern, in response to emerging market bullishness the system established new confirmation and stop loss levels. The signal tells us to STAY IN CASH, but the chance of a bullish confirmation that will change the signal to BUY is quite high. The Delayed Intraday Module is ON. We strongly suggest you to follow the price action on an intraday basis in order to profit most from the early phase of a possible bull run.

 

 

 

 

 

 

die totale Hölle...komischerweise schaffen auch ihre "Bemühungen" erstmal nicht den erhofften Abstieg. Hoffentlich squeezt es denen nur so um die Ohren...

Marshall Wace LLP
WC2N 6HT
Mitteilung von Netto-Leerverkaufspositionen

Zu folgendem Emittenten wird vom oben genannten Positionsinhaber eine Netto-Leerverkaufsposition gehalten:

K+S Aktiengesellschaft

ISIN: DE000KSAG888

Datum der Position: 25.11.2013

Prozentsatz des ausgegebenen Aktienkapitals: 0,95 %  

Talks with Belarus about a new joint trading venture may start as soon as the parties close the deal, Elena Sakhnova, a VTB Capital analyst in Moscow, said. “We see this deal as a courtesy to the Kremlin to resolve the situation with Belarus. While Prokhorov and Mazepin could have had influence over the company with a smaller stake, they probably want to be sure that they have full control.”

http://www.1prime.biz/news/archive/...6-441A-B704-3654BF555C8F%7D.uif  

 

die Analen immer so alles sehen...am liebsten ihre Shorts wachsen.  

 

 

DAX-Aktienanalyse: Gibt es jetzt wieder Hoffnung für den K+S – Aktienkurs?

Wenn ein neues Exportkartell kommt, geht bei K+S "die Post ab"!
Einige Analysten gehen davon aus, dass es jetzt wieder zu einem neuen Exportkartell zwischen Russland und Weißrussland kommen könnte. Wenn diese Vereinbarung abgeschlossen wird, würde das höchstwahrscheinlich eine Beruhigung am Kalimarkt bedeuten und die Preisstabilität für Kalisalz könnte damit die K+S Aktien wieder nach oben treiben. Bankhaus Lampe glaubt an das Exportkartell und an die Erholung für K+S. Die Lampe-Bank stufte K+S auf "kaufen" herauf und nannte ein Kursziel von 26 Euro. Die Gesamtbewertung ist allerdings noch verhalten bis skeptisch: 9 x kaufen, 9 x halten und 14 x verkaufen.

http://www.rumas.de/finanzen/news/archiv/k-s.html