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Potash Corp of Saskatchewan Stock Symbol: POT-T

Notes:potash

Last Price Recorded: $24.3100 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-06 COMMENT John Zechner

He is warming up to agriculture a little. With the merger, this will be the “go to” name in the sector. It is a good fit. He is seeing a bit of a bottom in commodity prices. You are not going to get hurt by owning either Potash (POT-T) or Agrium (AGU-T) right now.


Price:
$23.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-10-05 COMMENT Fabrice Taylor

This whole industry needs consolidation. They are going through the strong and painful process of consolidation, and it is going to take time. Eventually this should work. He wouldn’t be in a rush to buy this.


Price:
$24.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-09-07 COMMENT Michael Simpson, CFA

The acquisition has been delayed.  They are picking a new name.  They will have to sell some assets.  Canadian and Chinese regulatory authorities have approved the acquisition.  It will likely close in late Q4 this year.  There will be a lack of competition in the potash industry.  There is a lot of supply coming on in it. 


Price:
$21.540
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-31 HOLD Chris Damas

POT-T & AGU-T.  AGU-T was a buy and hold when he was last on.  It has been kind of bouncing around.  He has always liked the retail part.  Also, it is global.  The Texan floods could impact AGU-T with a psychological effect on investors.  POT-T is starting to perk up in the US and they signed a Chinese contract.  He would not sell out just because of the merger.


Price:
$21.730
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Unknown
2017-08-28 DON'T BUY Bruce Campbell (1)

POT-T and AGU-T amalgamation.  Mid-October is the expected merger date.  He thinks it is a positive to have them together.  These are such big companies that the market has discounted synergies.  You will get a lower yield on POT-T after the merger which some may not like.  He sees it net sideways from here.  He does not like the fertilizer outlook from here.  He would rather miss the first 5-10% to see if it trends up.


Price:
$21.450
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-17 DON'T BUY Bruce Campbell (1)

He was worried about the fertilizer outlook a year ago.  He preferred AGU-T because they were partly retail.  In a merger you have one vehicle, but a mishmash of lower dividend and more cyclicality.  He does not feel any urgency to come back to the sector.


Price:
$21.900
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-03 BUY John Stephenson

Thinks it has sort of bottomed here and is heading up, with a little more of a bullish outlook. Supply/demand has been a little bit out of whack for a number of years, but thinks things are tightening up. He likes the merger with Agrium (AGU-T).


Price:
$22.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-27 WAIT Andrey Omelchak

They are awaiting regulatory approvals on a merger with AGU-T.  It is premature to make a judgment as to whether the two companies will see a lot of synergies.  It is better to be prudent and not put your chips into it at this time.  Wait for the consummation.


Price:
$22.220
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-27 COMMENT David Driscoll

About a year ago, Agrium (AGU-T) made an offer to merge. The reason they wanted to merge is to be able to get Potash’s nitrogen business merging with Agrium’s retail business and their nutrients, which will give them the ability to get better prices. Those that own the Potash shares are going to get a pretty good deal, because they are getting strong free cash flow from Agrium. Both stocks have struggled this year because nutrient prices are down.


Price:
$22.220
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
No
2017-07-21 COMMENT Michael Sprung

Thinks the time has passed to get into this. As an ex-Agrium shareholder, he was disappointed on hearing of the merger. With the merger, this is going to blend the companies, and thinks they are going to be more potash weighted. Any of the benefits of this merger are already in the 2 stocks.


Price:
$22.560
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-06-22 PAST TOP PICK Paul Harris, CFA

(A Top Pick June 16/16. Up 5%.) He sold this when he felt the market was overestimating the price people were going to pay for potash.


Price:
$21.860
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2017-06-07 COMMENT Michael Sprung

Potash (POT-T) or Agrium (AGU-T)? Had really liked Agrium because of its diversification. Then he saw that they were going to merge with Potash. To him, the merger takes away a lot of the longer-term merits of Agrium, so he took profits. Not sure he would look at either one.


Price:
$21.940
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-24 DON'T BUY Zachary Curry

Potash is a really hard commodity to look at. It has a cartel type of mentality. Very dependent on foreign buying. There have been a lot of letdowns with this name. He would steer away from this right now.


Price:
$22.260
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-12 COMMENT Chris Damas

Is the merger with Agrium going to be accretive? The fundamentals are poor for fertilizers, and he continues to be bearish on the sector. Potash is lucky to get them to take them over as the potash industry is facing big expansions, even though more potash is being sold globally.


Price:
$22.370
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
Unknown
2017-05-01 PAST TOP PICK Paul Harris, CFA

(A Top Pick June 16/16. Up 11%.) He sold this as he expected potash prices to continue to fall because of overcapacity. Doesn’t expect the growth in potash prices that the company was expecting.


Price:
$22.910
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
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