From the category archives:

agriculture

What I Learned About the Economy From Watching Food, Inc. (dir. Robert Kenner, 2009)

June 30, 2009 · 14 comments

in agriculture , business , capitalism , commodities , economy , films , health , infrastructure , nutrition , survival

NB: As you can imagine from watching a film like Food, Inc., it can be hard to separate the emotion and just report “calmly” on the plain facts presented by the film.  Originally I wrote this the same day I saw it, but I’ve since gone back and edited it to try to tone down [...]

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Potash Corp. (TSE: POT) Still Has Double The Upside

August 31, 2008 · 0 comments

in agriculture , potash

If you thought maybe you had missed the potash boom, or if you had thought Potash Corp. was expensive at $180/share, it’s worth taking another look. According to research at Canaccord Adams, Potash Corporation of Saskatchewan is still well-set to yet again double its market cap! Keith Carpenter actually gives POT a [...]

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Raytec Metals’ New Potash Permit

August 5, 2008 · 2 comments

in Canadian , agriculture , commodities

There’s a new potash player on the scene. (The whole Canadian potash scene is starting to remind me of the old gold rush!)
Raytec Metals Corp. (TSXV: RAY) recently (back on July 15, 2008) received its first exploration permit on its potash claim in Saskatchewan (that’s where most of the world’s potash is), a province [...]

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Migao Corporation: A China and Potash Play All-in-One

July 31, 2008 · 4 comments

in China , agriculture , commodities

I’d forgotten about the Migao Corporation (TSX: MGO) several posts back when I wrote about junior Canadian potash plays (see related posts, below).
Migao was once (prior to 2006) a private, wholly-Chinese owned company, but then became a Canadian, China-based company traded on the Toronto Stock Exchange in May 2006. It has offices in Toronto [...]

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Investing in China? Watch Hanfeng Evergreen

July 23, 2008 · 1 comment

in China , agriculture , commodities

We’ve all heard about how important it is to be invested in the BRIC countries, but how many of your BRIC investments are direct-ownership?  You probably own through some middle-man that collects fees along the way, like the mutual funds and ETFs do.  Besides, not all the BRIC countries are equal when it comes to [...]

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The Only Junior Canadian Potash Plays

July 9, 2008 · 1 comment

in Canadian , agriculture , commodities

Everyone knows that the Potash Corporation of Saskatchewan is the world’s biggest producer of potash, by far (almost twice as much production as its closest peer), and that Canada overall has larger stores of potential potash than any other country.  But there are other potash producers in Canada.  Mosaic, for one, is another large producer.  [...]

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Potential Potash Play: Hinterland Metals (HMI: TSX.V) Now in Nova Scotia

June 21, 2008 · 2 comments

in agriculture , mining , precious metals

Here’s an unusual change in focus that reflects the urgency of the world’s food needs: what was primarily a metals and minerals company has at least temporarily expanded into agriculture.
Hinterland Metals (HMI: TSX.V)) announced this week that it has applied for an exploration license for potash in the area of Malagawatch near Cape [...]

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