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Message: Re: The article from the Globe on Pot
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The article from the Globe on Pot
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Jeremy2014
Apr 15, 2014 09:56AM
Re: The article from the Globe on Pot
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Fertiman
Apr 15, 2014 10:04AM
Re: The article from the Globe on Pot
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Jeremy2014
Apr 15, 2014 10:14AM

I'm not so sure about that... BHP has a long stated preference for volume over price. And POT's mine utilization is quite low. If they bought POT, they could easily ramp up and keep prices at $300/ton forever.

However, on the balance, if BHP is committed to Jansen (in lieu of acquiring POT), it would be better for us if they bought POT and left Jansen for future development when supply/demand is more in balance.

Re: The article from the Globe on Pot

Jeremy2014
Apr 15, 2014 01:51PM
Re: The article from the Globe on Pot
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Fertiman
Apr 15, 2014 02:12PM
Re: The article from the Globe on Pot
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edx
Apr 15, 2014 02:14PM
Re: The article from the Globe on Pot
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Jeremy2014
Apr 15, 2014 02:36PM
Re: The article from the Globe on Pot

edx
Apr 15, 2014 11:51PM
Re: The article from the Globe on Pot

vkaushik10
Apr 16, 2014 07:09AM
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