| BUY | 0.830 | Bruce Campbell | Of the smaller non-producers, Magindustries would be their preference. | 2008-09-29 | |
| BUY | 1.670 | Bruce Campbell | Potash - West Coast Africa. Could be a takeover target. It will be the next potash mine to come on stream. (In 2011.) Have contracts with Brazil. Cheap and should be 30%-50% higher. | 2008-08-18 | |
| TOP PICK | 2.470 | Bruce Campbell | Potash on the west coast of Africa. Will deliver potash to Brazil cheaper than anyone else can do it. It will be the world’s next new potash mine. | 2008-07-30 | |
| BUY | 3.040 | Peter Hodson | Likes the assets and the break up value of the company. Altogether the value of the company is in the $5 range. Good price. | 2008-07-08 | |
| BUY | 3.280 | Andrew Cook | A potash deposit in the Republic of Congo. Just announced an off take agreement and will start producing in 2011. Will also be IPOing their potash division later this month, which should generate some value in MagIndustries. | 2008-07-02 | |
| TOP PICK | 3.040 | Andrew Cook | Potash deposit in the Republic of Congo will come into production in 2011/2012. Valuation of the potash division exceeds the valuation of all of Magindustries as a whole. This division will be spun out in a month or two. | 2008-05-29 | |
| TOP PICK | 2.790 | Ravi Sood | Potash play. A very large extremely profitable potash project in West Africa, Magminerals will be spun out as an independent company and will be valued about $4 per share giving a huge premium on today's price. Also have residual operations of forestry and power generation worth about $1.50. Gives close to $5.50/$6 per share of value. You won't capture all this as it will probably trade at discount, but it gives a huge upside from the current price. | 2008-04-21 | |
| TOP PICK | 2.750 | Steve Martin | They refurbish and replace existing turbines in power plants and there is a power crisis in Africa right now. A bigger play is their massive potash deposit in the Congo. Recently spun out a small portion of that development into a private company. Raised money to start funding the first stage, which was about $480 million for the entire phase 1. They are left with $400 million, about $2 a share. | 2008-04-18 | |
| BUY | 2.660 | Michael Decter | Developing a solution potash mine in the Congo. They have really cheap natural gas that is being flared, giving them a good energy source. Have a good port, good support from the government and good reserves. Risky. | 2008-04-16 | |
| TOP PICK | 2.400 | Peter Hodson | The “mini Canadian Pacific.” In the republic of Congo. Diverse set of assets. One of the best Pot ash resources coming on stream in the next 5 years. The value of their assets is worth $5 per share, which is more than twice what stock is trading at. | 2008-03-17 | |
| TOP PICK | 1.930 | Peter Hodson | The mini-Canadian pacific. They have a diverse set of assets that they are starting to create value from. They have one of the best pot-ash resources that are coming on stream in the next 5 years. A huge play.
They've also got forestry and metals and energy. They are in the process of breaking up the company. The value of the pot ash itself is worth $5 a share which is more then twice what the stock is now. | 2008-03-17 | |
| BUY | 1.900 | Peter Hodson | (Market Call Minute.) Very attractive if you can handle the Democratic Republic of Congo. | 2008-01-31 | |
Experts that have talked about MagIndustries Corp.
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