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Allana Potash Corp (AAA.TO)

BUY
Had owned but has been trading out of it as it moved up. Likes the quality of their deposits and their proximity to India and Asia. Very strong grade of potash at about 25%.
DON'T BUY
Developer of a potash project in Ethiopia. Stock has hung in better than many of the junior mining and potash developers. Likes the resource and the management team but political risk is entering investors mindset at this time.
BUY
Ethiopia potash. This has been on of the stronger potash stocks out there. It’s shallow and they have only explored about 10% of the property. Good probability of a takeout.
BUY
A junior Ethiopian potash play. Great grades and an equivalent value based on some of the larger cap companies that are much higher. Likes agriculture right now.
COMMENT
He is bullish on the agricultural cycle. Found potash in Somalia close to the surface. Companies like this that are growing their resource very fast are attractive takeover targets. The civil unrest in northern Africa and the middle east could continue to spread and raising capital could be a problem. An interesting speculation.
BUY
This is not like trading potash itself. Whenever you invest in a junior, it’s about how much money you enter with, say 2% position. Buy some now because if it goes, it will go big. Just buy a little bit.
BUY
Ethiopian potash play. Had originally recommended it as he was positive on the sector and their valuation was significantly lower than their comps and were doing a lot of drilling and increasing the size of the resource and had only explored about 10% of their land holdings, so potential for upside was significant. At these levels he would consider adding as he still sees significant upside.
BUY
Very high grade potash in Ethiopia. World Bank financed them, which is a positive. Big believer in agriculture. Long-term play.
BUY
This is the one she has chosen of this sector. She likes the asset and the management team. Can be brought into production with lower CAP-X than in Canada. It’s a good opportunity to enter at this level.
BUY
They had excellent resource updates. It is a junior that stands out right now. The management team needs to pull up their socks. Is this a junior that is looking to get bought or not. This is a name that looks very strong to him.
TOP PICK
Potash deposit in Ethiopia, which is close to the surface and cheaper to mine. Getting some very good grades. At the process where they are outlining and delineating the size of the resource. Have only explored about 10% of their properties. Trading at about 50%-66% of what the competition is trading at.
Showing 16 to 26 of 26 entries