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Is HB4 really a “miracle seed” capable of growing Soybeans and Wheat during drought conditions?
Planting An Investment Seed September and October were dry months across farm country. As per Bloomberg, nearly 75% of America’s winter Wheat growing area has experienced moderate to intense drought. U.S. Drought Monitor says 84% of the country is in dry conditions, the most in the U.S. Drought Monitor’s 23 year history! Pakistan is under water. Nigeria has its worst flooding in a…
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Saskatchewan: The World’s Best Potash Real Estate
Approximately half of all known reserves (worldwide) are located in Saskatchewan. In today’s chapter we look back to the last decade for guidance as it relates to M&A activity and valuation. Becoming a Potash miner has been a long-time coming for BHP. The world’s largest miner’s early expression of interest and entry into Saskatchewan dates back…
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Fertilizer Crisis in India: An Unfolding Story. Plus Gujarat’s Canadian Connection.
The following are notes taken from this long format video, same title as above. During the past year India has faced a significant shortage in supply of fertilizers. International prices have increased sharply, thus putting upward pressure on domestic prices. The government has been increasing subsidies to help farmers meet these higher costs. Between January 2021 and January 2022 the…
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Fertilizer Fast Becoming a National Security Issue.
Nobody wanted this stock at 20 cents. Investors will soon be tripping over each other to grab it at $2. That’s just how the market works. Karnalyte (KRN, TSX) has being going krazy! First you have to grow it or mine it – everything. And with fertilizer you must mine it before you grow it. So…
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Potash Shortages Are Coming. Potash Shortages Are Coming! The Canadian MicroCap Sitting on Major Potash Deposit.
Karnalyte Resources (KRN, TSX) 58 cents | Market Cap $24 million A bar graph is worth a thousand words. After Canada, the Top 3 fertilizer producing countries are Russia, Belarus, and China. Last week Bloomberg said force majeure was declared at the largest Potash mine in Belarus. All shipments had stopped. Will supply continue to flow freely from…
