K+S Faktenthread + Technische Analysen + News
On Dec. 13, 2013, Sinochem Fertilizer Macao Commercial Offshore Limited and Canpotex entered into an MOU of exclusive sales in the China region for 2014, symbolizing the deepening of the cooperation between the two companies & guaranteeing the fundamental stability of domestic potash supply in China. Moreover, the two companies will jointly promote balanced fertilization and agrichemical service in China, so as to enhance rational fertilization and to increase farmers' income and the crop yield.
The intention of the cooperation for 2014 is 1 million tons. The final price will be subject to the outcome of the negotiations between the Chinese buying committee and the international suppliers for 2014.
- See more at: http://www.noodls.com/viewNoodl/21367639/...rsta#sthash.nkwBFI2q.dpuf
Optionen
| Boardmail an "thairat" |
Wertpapier: K+S AG |
(Reuters) - Russia's Uralkali, the world's top potash producer, said on Thursday its third-quarter revenue fell 19 percent year-on-year to $856 million, partially due to customer caution after the break-up of its trading cartel with Belarus.
Uralkali sees global potash demand rising to between 58 million and 60 million tonnes in 2014 thanks to growing consumption in China, India, Brazil and Southeast Asia, up from 53-54 million tonnes in 2013, it said in a statement.
http://uk.reuters.com/article/2013/12/19/...les-idUKL6N0JY1TA20131219
Optionen
| Boardmail an "realist_1999" |
Wertpapier: K+S AG |
18. Dezember 2013
Koalitionsvertrag Hessen
Bekenntnis zum heimischen Kalibergbau
In dem Koalitionsvertrag für das Land Hessen sieht das Rohstoffunternehmen K+S auch ein klares Bekenntnis zum heimischen Kalibergbau. „Dieses Signal freut uns! Es ist von großer Bedeutung für die 5.000 K+S-Arbeitsplätze allein hier in Hessen“, sagt Norbert Steiner, Vorsitzender des Vorstands der K+S Aktiengesellschaft.
Die Vereinbarung macht deutlich: Die künftigen Koalitionspartner CDU und Bündnis 90/Die Grünen stimmen darin überein, dass der Erfolg unseres Bundeslandes auf einer starken wirtschaftlichen Basis beruht. „Wie die gesamte hessische Wirtschaft braucht auch der heimische Bergbau stabile und verlässliche Rahmenbedingungen, um künftig international wettbewerbsfähig zu bleiben“, so Steiner weiter.
Optionen
| Boardmail an "noogman" |
Wertpapier: K+S AG |
(Reuters) - Russia's Uralkali, the world's largest potash miner by output, said on Thursday it is too early to comment on a potential re-creation of its trading joint venture with Belarus, which it quit in July.
"Uralkali is potentially open to consider all the possible potential partnerships which would be beneficial for our shareholders," its chief financial officer Viktor Belyakov said.
"As to BPC (Belarussian Potash Company) and Russia in particular, it is too early to comment on any potential partnership and its form," Belyakov said during a conference call.
http://uk.reuters.com/article/2013/12/19/...ing-idUKL6N0JY34820131219
Optionen
| Boardmail an "realist_1999" |
Wertpapier: K+S AG |
London
Mitteilung von Netto-Leerverkaufspositionen
Zu folgendem Emittenten wird vom oben genannten Positionsinhaber eine Netto-Leerverkaufsposition gehalten:
K+S Aktiengesellschaft
ISIN: DE000KSAG888
Datum der Position: 18.12.2013
Prozentsatz des ausgegebenen Aktienkapitals: 0,79 %
GS jetzt wieder unter 5%.
Stimmrechtsanteile: K+S Aktiengesellschaft: Release according to Article 26, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
18:05 19.12.13
K+S Aktiengesellschaft
19.12.2013 18:00
Dissemination of a Voting Rights Announcement, transmitted by DGAP - a company of EQS Group AG. The issuer is solely responsible for the content of this announcement.
--------------------------------------------------
Notification of voting rights pursuant to Art. 25a, Sec. 1 WpHG We received the following notification pursuant to Art. 25a, Sec. 1 WpHG on December 18, 2013:
1. Listed company: K+S Aktiengesellschaft Bertha-von-Suttner-Str. 7, 34131 Kassel, Deutschland
2. Notifier: The Goldman Sachs Group, Inc., Wilmington, Delaware, USA
3. Triggering event: Falling below threshold
4. Threshold(s) crossed or reached: 5%
5. Date at which the threshold is crossed or reached: 13.12.2013
6. Total amount of voting rights: 4.87% (equals 9323349 voting rights) calculated from the following total number of voting rights issued: 191400000
Optionen
| Boardmail an "noogman" |
Wertpapier: K+S AG |
December 19, 2013 (Source: WSJ) – Russian potash producer OAO Uralkali (URKA.RS) reported Thursday broad declines in revenue and average export prices for the fertilizer ingredient following the collapse of a global pricing cartel, but said it expected lower prices to drive up demand by more than 10% in the coming year.
http://investorintel.com/potash-phosphate-press/...014-broad-decline/
Optionen
| Boardmail an "thairat" |
Wertpapier: K+S AG |
Uralkali sees potash demand up in 2014
Dec. 19, 2013, 6:16 a.m. EST
Auszug:
Uralkali said Brazil, in particular, had emerged as the most active market and that prices there had leveled off at between $310 and $330 a ton in mid-December. Demand in India had fallen as a result of currency devaluation and in China, driven by increases in internal supplies.
Optionen
| Boardmail an "noogman" |
Wertpapier: K+S AG |
11:16 UK, 19th Dec 2013, by Agrimoney.com
...Concerns have also grown over the viability of some potash expansion plans, and indeed Uralkali said that "lower potash price should promote rational decision-making in relation to greenfield projects", while viewing its own expansion plans as "cost effective"...
http://m.agrimoney.com/news/...ebound-by-10percent-in-2014--6610.html
Optionen
| Boardmail an "thairat" |
Wertpapier: K+S AG |
..."We are looking for partners in our fertiliser business," he said at an annual holiday lunch with reporters. "But if the partner takes a stake in our fertiliser unit, we don't want someone who is just a financial partner, we want someone who has their own production already."..
...Brazil's government wants to build quickly to ease dependence on fertiliser imports and replace Vale's cancelled Argentine potash plans...
http://m.miningweekly.com/article/...r-potash-to-top-4m-ty-2013-12-19
Optionen
| Boardmail an "thairat" |
Wertpapier: K+S AG |
"offenbar"
"erwägt"
"geplant"
Optionen
| Boardmail an "BiJi" |
Wertpapier: K+S AG |
Billionaires Mikhail Prokhorov and Dmitry Mazepin, whose companies today completed the purchase of 47 percent of OAO Uralkali, plan to name a new chief executive officer for the world’s largest potash producer within days, according to two people with direct knowledge of the matter.
Dmitry Osipov, deputy chairman of Mazepin’s OAO Uralchem, will replace Vladislav Baumgertner, the people said, asking not to be identified before an official announcement. Osipov’s candidacy was agreed between the new owners and must be approved at a special Uralkali board meeting, they said.
Baumgertner, 41, was arrested on Aug. 26 and spent a month in a Belarusian KGB jail after he withdrew his company from a joint venture with potash supplier Belaruskali. Belarus accused him of abuse office in his capacity as chairman of the marketing venture. He was kept under house arrest in an apartment in Minsk from September until his extradition to Moscow on Nov. 21. He remains under house arrest in Moscow for the same charges, a condition of his extradition.
“Baumgertner is a very professional manager and the accusations against him are groundless in my view, but it would be hard for the new owners to negotiate a new venture with Belarus, while keeping Vladislav as CEO,” Elena Sakhnova, a VTB Capital analyst in Moscow, said by phone. “Osipov is seen as a good replacement in such circumstances.”
Uralkali advanced 1.5 percent to 172.57 rubles in Moscow trading at 2:45 p.m.
President Lukashenko
Belarus President Aleksandr Lukashenko called for a change of ownership at Uralkali before talks could resume on rebuilding a partnership.
Prokhorov’s Onexim Group bought 21.75 percent of Berezniki, Russia-based Uralkali from billionaire Suleiman Kerimov’s foundation, spokesman Andrey Belyak said by phone today. The agreement was first announced last month. Another company controlled by Prokhorov bought a further 5.34 percent held by Kerimov separately, two other people said today, asking not to be identified as the information is private.
Uralchem, 95 percent owned by Mazepin, completed a deal to buy almost 20 percent of Uralkali from Kerimov’s business partners, it said today in a statement.
Uralkali’s staff are expected to a neighboring building that houses Uralchem’s headquarters in the Moscow City business district, the two people with knowledge of the CEO change said.
Uralkali’s press-office declined to comment as did spokesmen for Uralchem and Onexim.
Imprisoned CEO
“It’s not good for Uralkali to have a CEO not managing the company and in prison,” Uralchem CEO Dmitry Konyaev said on Dec. 4.
Baumgertner was CEO of Uralkali from 2005 until 2010, and was chief of OAO Silvinit in 2010 when it merged with Uralkali to form the largest producer of potash. He took on the CEO post at the combined Uralkali-Silvinit in February 2011.
Baumgertner graduated from the Urals Engineering University. He holds an MBA degree from London’s Kingston Business School and a University of London MSc degree.
Osipov, 47, was Uralchem CEO from 2007 through 2011. He graduated from Gorkovskiy State University’s department of radio physics and cybernetics.
To contact the reporters on this story: Yuliya Fedorinova in Moscow at yfedorinova@bloomberg.net; Irina Reznik in Moscow at ireznik@bloomberg.net
To contact the editor responsible for this story: John Viljoen at jviljoen@bloomberg.net
http://www.bloomberg.com/news/2013-12-20/...lace-ceo-baumgertner.html
Optionen
| Boardmail an "realist_1999" |
Wertpapier: K+S AG |
20.12.2013
K+S-Konkurrent Uralkali bekommt neuen Chef
Der Konzern Uralkali bekommt offenbar einen neuen Vorstandschef: Dmitri Ossipow war bisher Aufsichtsratsvize beim Chemieunternehmen Uralchem.
Nach schweren Turbulenzen bekommt Uralkali offenbar einen neuen Vorstandschef. Der bisherige Aufsichtsratsvize des Chemieunternehmens Uralchem, Dmitri Ossipow, löse bei dem russischen Konzern Wladislaw Baumgertner ab. Das meldete die Agentur Interfax am Freitag unter Berufung auf Unternehmenskreise.
Optionen
| Boardmail an "noogman" |
Wertpapier: K+S AG |
A potential new complication has emerged in the Belarus-Russia potash political mess — and, indeed, in the international potash “balance of power”. That complication is the possible emergence of Kazakhstan as potash producer of consequence (and backed with Chinese money)...
How this all plays out with potash will be worth watching. This development involves an Australian-listed company Kazakhstan Potash Corp (ASX:KPC). But forget about the Australian connection: that happened only because it has become a convenient vehicle for Chinese money looking to secure more potash supplies which don’t involve haggling with either the Belarusian-Russian alliance (severed for the moment, but looking on the way to repair) or Canpotex.
KPC is listed in Australia only because it is the transformed Fortis Mining, which acquired the potash deposits in Kazakhstan and then had trouble raising the necessary capital. Now it is run by Hong Kong businesswoman Fraeda Kwan Cheung, who is being backed by the Sino-Agri Mining Investment Group, a subsidiary of the China National Agricultural Means of Production Group Corp. It makes no secret of the fact that it is aiming to take advantage of “lower operating costs, an abundance of power, water and human resources and proximity to major potash markets such as China and India, which will result in lower transport costs”.
A memorandum of understanding has already been signed with Sino-Agri which Cheung describes as having “a robust distribution network in China for fertilizer products”. Sino-Agri also operates a potash mine in Laos. (As Investor Intel reported in May, there has been competition between China and Belarus to get a foothold in the Laotian potash industry. Most of the mines there are small, some financed by Chinese interests. It is expected that Laos could be producing 5 million tonnes a year of muriate of potash by 2018.)
So it’s quite a potash web, isn’t it? And one that Canpotex will no doubt be watching with concern...
The deposit is close to the main railway between Moscow and Almaty (the country’s largest city and, until 1997, the capital)...
So there is potential here for three viable new potash mines, and right on China’s doorstep, financed by Chinese money and the product being clearly destined for Chinese farms.
How Moscow, Canpotex and Belarus take all this has yet to be seen.
http://investorintel.com/potash-phosphate-intel/...nner-potash-works/
Optionen
| Boardmail an "thairat" |
Wertpapier: K+S AG |