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| Comment | 4.340 | Lyle Stein | Chinese fertilizer play. Potash distributor in China. Have been expanding their capacity. Bad news – see Sino forest. Cheap play on fertilizer. Continually pay a margin. An interesting name here. He has seen the facilities in China. Pretty well run operation. | 2011-08-03 | |
| BUY | 7.880 | Peter Hodson | Canadian fertilizer company operating in Chinese. Likes management and their operations. Priced pretty well at 8X or 9X earnings. Had a big setback in 08 but has come back quite strongly. | 2011-01-25 | |
| BUY | 5.940 | Jason Donville | Growing at 14-15% per year. High quality cash flowing company. | 2010-06-29 | |
| WAIT | 7.200 | Jason Donville | Likes the company. Recent fund raising is for production increases coming in 12-18 months. They are a China play. Good management team and great facilities. It’s going to do very, very well. It’s on his radar. | 2010-03-23 | |
| PAST TOP PICK | 7.300 | Lyle Stein | (Top Pick Feb 25’09, Up 18.5%) It is a way to own what will be the strongest currency in the world. Believes food is a theme that will be going on. Does not own other major potash stocks. | 2010-02-12 | |
| PAST TOP PICK | 7.070 | Jeff Parent B. Eng. FCSI | (A Top Pick Jan 5/09. Up 7.1%.) Has been a disappointment. Had a nice rally from the time it was a top pick. | 2010-01-15 | |
| PAST TOP PICK | 6.970 | Robert McWhirter | (A Top Pick Jan 26/09. Up 19.44%.) Slipped back in the ranks because of concerns of the overall fertilizer space. | 2009-09-15 | |
| BUY | 7.690 | Lyle Stein | Potash play in China. Quite cheap on a PE multiple basis. Better growth opportunities than Potash (POT-T) because they are expanding their production plant. Not a mining company but is a producer and processor. Also a foreign currency play. | 2009-07-31 | |
| BUY | 7.500 | Robert McWhirter | Fertilizer company in China. Thinks there is great opportunity for them. Stock ranks in the top 5% of his database. Earnings expected to grow slightly to $1.10 in 2010 and 15% to $1.27 in 2011. This is against a 6 PE. Looking to expand outside of China. | 2009-06-22 | |
| TOP PICK | 8.080 | Gerald Allaye-Chan | Specialty potash/fertilizer products company that is based out of China. Have 4 facilities in China now with three facilities under construction. Trading at about 8.5X earnings. Debt-free. Excellent play on both agricultural markets and the growing China market. | 2009-05-29 | |
| BUY | 6.520 | David Driscoll | Not a fertilizer producer but a refiner. Suffered a little more than the producers. Clean balance sheet. As a speculative play, he has no problem with it. | 2009-03-20 | |
| TOP PICK | 6.160 | Lyle Stein | Chinese blender of fertilizer. 5% growth year-over-year. Earnings have grown rapidly with a 19%-20% growth on a go forward basis. Likes that he is buying a hard currency country, which he expects will be an increasing currency. | 2009-02-25 | |
| TOP PICK | 5.760 | Robert McWhirter | Chinese-based time-release fertilizer company. About 30% of sales is with a Chinese tobacco company. Fertilizer lasts longer and leafy produce grows stronger. Trading at 5.4X Sept/09 estimated earnings. If true, this is up 57% over last year. Has 75% capacity expansion underway, which they should be able to finance internally. Sell if it falls below $5. | 2009-01-26 | |
| TOP PICK | 6.600 | Jeff Parent B. Eng. FCSI | Potash. Thinks China is interesting. Use a $5 Stop. | 2009-01-05 | |
| Comment | 3.530 | Lyle Stein | Hanfeng Evergreen (HF-T), Hanwei Energy (HE-T) and Migao (MGO-T) are interesting plays into China. Have been crushed but give direct exposure to what he expects will be the strongest currency over the next 25 years. You are buying them with multiples of earnings (not cash flows) that are unbelievably low. Wants to look at these more closely and would be buying if he had more time. | 2008-10-29 | |
| HOLD | 7.000 | Ryan Irvine | Likes long term. Took profits on half his position at about $10. Input costs have increased but have been able to pass that on so far. | 2008-08-20 | |
| Comment | 6.600 | David Driscoll | Recently did a share issue around $8. They are very tiny and don't have the critical mass that Potash (POT-T) or Agrium (AGU-T) have. However, they do have plants in China, so transportation will not be an issue for them. If you want a speculative purchase, this is appealing. | 2008-04-23 | |
| HOLD | 9.800 | Ryan Irvine | China-based fertilizer company. They have had tremendous growth. Recently sold out half his position because of the uncertainty in the market right now. With earnings growth, it can do above 25% over the next 3 years. | 2008-01-16 | |
| BUY | 9.250 | Lesley Marks | Potash play in China. Increase of yields will be beneficial for the farmers, especially as the intensity and usage of grain increases in the Chinese economy. Long-term outlook is positive. | 2007-11-15 |
