TSXV:AAA.P - Post by User
Post by
liquidcoolon Jul 17, 2012 9:09am
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Post# 20120653
Experts who have talked about Allana Potash Corp
Experts who have talked about Allana Potash Corp
DON'T BUY |
0.670 |
Jason Donville |
Potash. When you are looking at a sector and the blue-chip in this sector is hammered down, there is no upside in going with the more peripheral play. You should really be looking at Potash (POT-T). This is the blue-chip and it has been bombed out and typically trades between $40 and $60 and is at the low end of that range. |
2012-05-07 |
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DON'T BUY |
0.710 |
Michael Smedley |
In the horn of Africa. He prefers Saskatchewan. |
2012-03-20 |
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BUY |
0.720 |
Prakash Hariharan |
An African play and there are likelihood of potential of take agreements coming in. Grades of potash coming in are excellent. In the $.80-$.85 level this looks interesting. |
2012-02-28 |
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DON'T BUY |
0.750 |
Michael Smedley |
Potash in Argentina and Ethiopia. Shallow digging but not much infrastructure. Having got earnings yet. The whole agriculture sector is being cratered. The giants are closing down mines. |
2012-02-07 |
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DON'T BUY |
0.800 |
James Hodgins |
Seems like a fantastic deposit. It will depend on how the sector does and he is quite negative on it for the next 12-18 months. |
2011-12-29 |
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Comment |
0.930 |
James Hodgins |
Very volatile security. If you own, use any further rallies as an exit point. Big resource and will need a ton of capital to put it into actual production. |
2011-10-20 |
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DON'T BUY |
0.920 |
Alice Tsang |
Potash in Ethiopia. This is not one of her “go to” names. If you like potash and you want to get into the junior space, she would prefer something like Western Potash (WPX-T) or Karnalyte Resources (KRN-T), which are in safe jurisdictions and their profitable projects. |
2011-09-29 |
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DON'T BUY |
0.970 |
John Stephenson |
Most people under estimate how expensive it is to bring on potash discoveries. Be cautious at this point in the cycle because it is a junior that is not producing |
2011-09-28 |
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DON'T BUY |
0.990 |
Hap (Robert) Sneddon FCSI |
Parabolic move, then it dropped. It is tough to say where you have support. Probably about 60 cents you have to sell it. Look to a big name. |
2011-09-21 |
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HOLD |
1.110 |
Brent Cook |
Potash. Doesn't follow the potash industry that much but he was in Ethiopia and from what he saw, their deposit is as good as the BHP deposit which is next door. Expect they will be taken over it eventually by BHP. |
2011-09-15 |
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BUY |
1.270 |
Jason Donville |
Likes this space. Potash is starting to perform well. Because it is in Somalia, you are taking on more risk with this company but everything works out you get more reward. Good management team. |
2011-09-08 |
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PAST TOP PICK |
1.390 |
Andrew Cook |
(A Top Pick Jan 12/11. Up 81.82%.) |
2011-09-01 |
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BUY |
1.510 |
Prakash Hariharan |
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%. |
2011-06-29 |
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DON'T BUY |
1.710 |
James Hodgins |
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. |
2011-06-27 |
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BUY |
1.670 |
Andrew Cook |
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. |
2011-05-19 |
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BUY |
1.910 |
Peter Hodson |
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. |
2011-04-26 |
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Comment |
1.860 |
James Hodgins |
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. |
2011-04-21 |
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BUY |
1.890 |
Derek Webb, CFA |
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. |
2011-04-12 |
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BUY |
1.840 |
Andrew Cook |
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. |
2011-03- |