RE: RE: RE: RE: RE: RE: RE: RE: RE: comparing to K YW...It is easy to see if peole just read and pull reasearch on macro and micro econmics of situations of countries..It is all at everyone's fingertips.. You need balls of steels to play in commodities and the patience of a rock to weather through the noise and what media freaks people out on....JMHO
1.) Enviromental approval I will say now is a gimme... why because Sasktachewan wants to grow and be on the map and want foreign to invest and will help them anyway they can to develop in their province..do not get me wrong they are not giving it away but will make the process a little easier..Brings revenues to them and jobs why would they want to pass that up.
2.) China and India will battle for resources and scour whatever they can take even if it means a joint, merger or stakes to take over they know is difficult unless Canada changes some of how they make foreign investments easier so everyone can benefit especially Canada.. That will be seen soon enough with the Nexen deal..Opens doors to Canada who now has the time to shine their assets will flood in the foreign investments and in turn brings on the M/A.. I can say WPX will get a joint and stake M/A for a bit first..Buyout is different story not neccesairly will buyout take place same year.. I do not think that is the case right now...
3.) India and China not ready to throw in towel until then when it comes to potash prices waiting game who blinks first and I can say they will first because who needs it more certainly not Canada and you can bet the big boys will not try and undercut each other nor will they blink either..global weather patterns and supply and demand will always dictate the potash pricing..
4.) US fiscal cliff not as bad as media makes it out to be.. US has always repeated history look back and reflect.. it is all noise you can bet they will wait right down to wire or do what was done when Cliton stopped the house with the same deal Whitehouse shut down 4 days and as result Congress gave in to Cliton deal when he was president.. Either way they will have a deal and the threats begin with the rating of Moodys, standard and Poor gets more noise ..closer to the dates of the fiscal cliff jsut to strike fear into the market..
5.) As you can see EU well we all know Greece is toast and will be sliced off as the boil back to the drachma for them... Would not be surprised to see that in 2013, as Germany already feeling the affects or they downright turn ECB into the federal reserves to save EU..EU is non win situation of Greece better to cut their ties now and not pump one more cent into them.. The other PIIGS are savable because of their ties to providing for the world Greece is all but nothing now to the world for anything..
6.) You can bet Canada will the first to be the ones to raise their rates... and Canada is the safest bets among the countries right now and commodities will once again soar.. Yuan( already strenghting , years prove rises the commodities) China economy already rebounding with the new reign of power and will be in full swing in March 2013..Canada made it clear with Harper his plans to diversify himself away from US independance from oil, commodities with the ratifcations of bi-lateral trades with India,China, Brazil etc etc and there will be more with the BRIC countries...Commodities will come back swinging and all these juniors you can bet will be either offered off in M/A mergers, stakes and take outs and the fact they been held they way they were just a matter of time and the stock will see once again those types of gains we saw in 2009/2010..