Junior Potash Developers Are Sitting on Big Assets (POT, BHP)

As a general rule, the most successful man in life is the man who has the best information. The United Nations estimates that the world's population will reach 7.7 billion by 2020 and 9.3 billion in 2050. Another United Nations estimate says that only 30% of the arable land in use in the 1950's will be available per person in 2050. Fertilizers are going to become increasingly important to improve crop yields. 2010 is going to be the remembered as the year of the fertilizer deal. BHP Billiton

acquired Athabasca Potash for C$341 million. Vale paid US$3.8 billion for the South American fertilizer assets of US commodity supply chain company Bunge and at the same time acquired a 16 per cent stake in Fertilizantes Fosfatados of Brazil. The recent $38 billion all-cash bid for Potash Corp.

by BHP Billiton Ltd.

a mere two days after I published “Potash Sector Heating Up…Again” has stirred up the fertilizer sector and reminded the investment community of potash's uniquely attractive economic fundamentals.

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