AFR

Highfield a bargain now, if analyst forecast rings true

Emerging potash play Highfield Resources could replicate the substantial share price re-rating that occurred in the first two weeks of May, after last week’s announcement that it had raised $32 million at a minimal discount to its last trading price of 52¢.

South Boulder enters potassium sulphate market

Little-known listed Perth potash play South Boulder Mines is planning to take on the highly concentrated potassium sulphate market under the leadership of a former BHP Billiton executive, as it runs metallurgical tests to unlock more of its flagship open pit resource in Eritrea, on Africa’s east coast.

More to the BHP food bowl plan

The article “BHP’s food bowl plan” (AFR, March 14) left one hungry to know more. The article and the BOSS insert article fell short on providing fertile soil for growth. “Well people will want to feed themselves better, hence fertiliser”. A hard to digest issue at best.

Back in 2000, only about 5 per cent of global LNG production was traded. This year that number will hit about 14 per cent.

Potash stirs up cartel-land

Both the potash and LNG sectors have relatively have long histories of pricing certainty – and both markets are now under intense pressure to change their protective mechanics, writes Matthew Stevens.