Western Potash Corp. - Kali als Kurstreiber.
We are initiating coverage on Western Potash Corp. (TSX: CCE) due to its attractive risk/reward profile. The company’s Milestone Project is one of the most attractive greenfield (in-development) potash projects in the western world. The complete 20-page research report is available in English and German, whereas the below represents only an excerpt of its key findings:
Milestone vs. Legacy: How These Regional Peers Match-Up
Comparable industry transactions provide a useful valuation benchmark for junior potash developers. In particular, we believe that the $434 million CAD acquisition of the Legacy Potash Project by the German fertilizer manufacturer K+S in November 2010 offers the most relevant comparison. For context, Legacy and Milestone are geologically similar in size, grade, and amenability to solution-extraction mining. Most other logistical metrics, as well as the availability of necessary project infrastructure, are likewise similar. K+S is currently developing Legacy into a mine and is on schedule to start production in 2016. With an update of its feasibilty study in 2013, K+S has increased Legacy’s CAPEX to $4.1 billion CAD, thus the numbers in below ta- ble, which represent initial feasibility economics of both projects, are even worse for K+S now putting Mile- stone in an even better light.
In order for WPX to gain up to a comparable market capitalization of $434 million CAD, its stock must rise to $1.95 CAD; an appreciation of 457% from its current share price of $0.35 CAD.
The above represents an excerpt of a research report which also includes a look into the fundamentals of the potash market and its rosy outlook. The 20-page PDF can be downloaded via the following links:
English: www.rockstone-research.de/research/RockstoneWPX19FEB2014english.pdf
German: www.rockstone-research.de/research/RockstoneWPX19FEB2014deutsch.pdf
Yesterday on February 19, Verde Potash PLC reported to receive more than $100 million USD to develop its Cerrado Verde Potash Project into a mine. The funds are provided by the Brazilian Government via the Brazilian Development Bank and/or FINEP (Financing Agency for Studies & Projects). This latest transaction strengthens our confidence that the depressed state of the potash market is history - we anticipate the potash price to start recovering now. Our research report on Western Potash Corp. also includes a look into the fundamentals of the potash market and why we expect it to become one of the most profitable markets for investors to participate via advanced-staged exploration and development projects that are ready to be brought into production once a price recovery has become obvious. Verde's stock has tripled its market value in the last 7 days only rising strongly from around $0.30 CAD to more than $1 CAD on the TSX. We are confident that similar appreciation will occur with Western Potash as well, whereas its stock has been successfully breaking out of a triangle price formation lately - which is a bullish sign:
Live Chart (15min delayed): http://scharts.co/1jlPwDE
Disclaimer
Neither Rockstone Research Ltd. nor the author was remunerated by Western Potash Corp. to produce or publish this content. However, the author holds shares of Western Potash Corp. (TSX.V: WPX, FSE: AHE) and may sell those any time without notice. Please read the full disclaimer inside the research report and on www.rockstone-research.com as none of this content is to be construed as an “investment advice”.
http://www.stockhouse.com/companies/bullboard/...corp?postid=22228558
Western Potash "kaufen" - Attraktives Chance-Risiko-Verhältnis
von Björn Junker
Kategorie: Die Redaktion, Leitartikel, Ratings & Research
Die Analysten von Rockstone Research haben die Berichterstattung zu der kanadischen Western Potash (WKN A0QZLM) mit dem Rating "kaufen" und einem Kursziel von 1,80 CAD auf Sicht von 12 Monaten aufgenommen. Das Unternehmen will gemeinsam mit chinesischen Partnern die Kalimine Milestone in Saskatchewan in Betrieb nehmen - nach Einschätzung von Rockstone Research das "mit Abstand attraktivste Potash-Entwicklungsprojekt in der westlichen Welt".
Weiterlesen
http://www.goldinvest.de/index.php/...chance-risiko-verhaeltnis-30454
Time & Sales
Price Size Mkt§Time Buy Sell
0.43 10,000 TSX§10:17:31
007
015
0.43 10,000 TSX§10:17:08
001
015
0.43 15,000 TSX§10:17:08
001
015
0.43 4,000 TSX§10:17:08
001
015
0.43 6,000 TSX§10:16:56
019
015
0.43 3,000 TSX§10:16:56
019
015
0.43 2,000 TSX§10:16:42
002
015
0.43 10,000 TSX§10:16:42
002
015
0.43 12,500 TSX§10:16:42
002
015
0.43 1,500 TSX§10:15:31
002
015
0.43 500 TSX§10:15:31
002
089
e 0.43 200 TSX 10:13:20
009
089
0.43 1,000 TSX§10:12:48
002
015
0.43 5,000 TSX§10:12:48
002
079
0.43 9,000 TSX§10:12:48
002
015
0.43 1,000 TSX§10:11:29
007
015
0.43 10,000 TSX§10:11:29
007
015
0.425 1,500 TSX§10:06:46
089
009
0.425 2,000 TSX§10:06:45
001
009
0.425 1,000 TSX§10:06:45
001
089
0.425 1,500 TSX§10:06:42
080
009
0.425 500 TSX§10:06:42
080
089
0.425 5,000 TSX§10:06:25
089
079
0.43 3,000 TSX§10:06:13
002
015
0.43 1,500 TSX§10:06:13
002
089
0.43 19,000 TSX§10:05:48
007
015
0.43 13,000 TSX§10:04:59
013
015
0.43 10,000 TSX§10:04:59
013
015
0.43 10,000 TSX§10:04:59
013
015
0.43 12,500 TSX§10:04:59
013
007
6 Monate 0,33 10.09.13 -27,08% 0,17 13.12.13 43,64%
12 Monate 0,55 28.05.13 -56,75% 0,17 13.12.13 43,64%
24 Monate 1,04 22.02.12 -77,10% 0,17 13.12.13 43,64%
36 Monate 1,20 21.02.11 -80,22% 0,17 13.12.13 43,64%
4 Jahre 1,31 14.02.11 -81,89% 0,17 13.12.13 43,64%
5 Jahre 1,31 14.02.11 -81,89% 0,12 18.03.09 99,16%
10 Jahre 1,35 17.06.08 -82,44% 0,01 21.11.08 2.270,00%
Ich gehe davon aus, daß die ihr Handwerk verstehen, was mich halt spektisch macht ist daß sich keine einzige Studie und Kurszielprognose von denen bewahrheitet hat.
Schöne ausgearbeitete Studien, viele von den Empfehlungen krebsen aktuell auf Cent Niveau rum.
Nicht falsch verstehen, ich bin kein Basher, ich möchte lediglich warnen, was ich hiermit getan habe, habe durch so Hypeklamotten schon empfindlich bluten müssen.
Aber ich denke es weiß jeder was er tut und vielleicht wird das ja was hier.
der upmove ging aber schon Wochen vor dem release los.
und ganz ehrlich: welcher ami/Kanadier liest die Empfehlung???
ich bin froh gestern reingegangen zu sein....
http://www.wikinvest.com/stock/Western_Potash_Corp_%28WPX%29
Geschätzer Produktionsbeginn? (Baubeginn + 4 bis 6 Jahre?!)
Ist das ganze jetzt schon durchfinanziert? Bzw. wie sieht es mit der Finanzierung aus?
Danke für die infos!
Wenn jetzt die nächste Zeit die News der Minenfinanzierung kommt, wird das Gap offen bleiben für lange Zeit -/;,))