germany against CETA, TTIP and other lobbyists' agreements ~ 320,000 in the streets :-)

great, there were 320,000 people in the rainy streets in 7 german cities against the planned CETA & TTIP trade agreements between the EU and CANADA + USA. in munich we have been 25,000 activists out there.

yes, we people know this agreements are just made for the big corporations and is not good for us. how could the lowering of standards in quality and working conditions or external corporate courts instead of national parliaments be good for the people? no way!

what if the reigning corrupt european politicians (= mostly puppets of big business) will sign that or similar 'free trade' agreements anyway? well, then we probably only can boycott consume as far as possible and boycott big corporations by buying local products from local farmers and local businesses, will we?

enjoy few pictures:

 my protest umbrella ~ people should decide about it, not politicians and corporations ...

 some police out there

 the protest march through the rainy streets of munich

back at odeonsplatz square ~ hans söllner performing his protest songs

what we really want: system change (systemwechsel)

even more pictures in the combined album about the july 2016 protest and from today: HERE

people, please awake and stop the 1%, please (=> occupyallstreets?) and let's save the world :-)

eof

TTIP + CETA + CSU against the people

munich against TTIP & CETA at the congress of the ruling bavarian party CSU ...

why? well, i don't know how much do you know about these trade 'partnerships' between USA, CANADA and EU or any other imperialistic partnership like TPP (read more here) ... to make a long story short, it is a dictatorship of big industry over nations and over their parliaments. the parliaments don't care, they are going to sign the treaty anyway. btw, in berlin, there was a huge demonstration with 250,000 attendees against TTIP few weeks ago on october 10th, the biggest in germany in the last 20 years. if you asked me, i guess, the politicians will sign the treaty anyway, because they don't work for us folks, they work for the symbolic 1%, you know?

 activist on tour :-)

 the politicians and the activist take the same way, but with so different attitude

  so true

 ... gier und das zinseszinssystem, um auch die systemische ursache zu erwähnen

 yes, we can stop TTIP, CETA, TPP, merkel, obama & co. because we are the 99%

 trojan horse is probably the best characteristic what TTIP really is :-)

 

activist leaves the demo at about 1 p.m. and goes to work

more pictures here

btw, this was the event link (with some german information about TTIP)

OccupyWallStreet + OccupyWarStreet + OccupyYourStreet + OccupyTogether = RealDemocracyNow

search minerals (TSX-V:SMY)

a nice investor evening with search minerals in munich ...

 hotel kempinski vier jahreszeiten

this micro-cap company produces tin (= zinn) in brazil, intends to increase that production and make it profitable and also to produce tungsten (=wolfram) soon ...

it was a interesting presentation by company's CEO stephen keith about the tin + tungsten markets, brazil, company's goals, next steps ... what do you think: if the only picture in the meeting room shows a bull. what do you think, is it a good or a bad omen? :-)

if you asked me, there is still a looong way to go:

• just $5m market cap, intends to collect 410m via private financing
• trading halted 
• website really outdated: there is nothing about the recently acquired tin mine + tin / tungsten projects in brazil yet. the website is about their REE (rare earths) exploration projects in canada only owned by its wholy-owned subsidiary alterra resources ... btw, there are few alterra shares in my portfolio, but it is the struggling green energy producer alterra power (TSX: AXY), my dears 
• high chance + high risk investment
• etc

my conclusion? search minerals is a binary option: all or nothing :-)

more information? http://www.searchminerals.ca/s/home.asp

more coming soon or never :-)

investor lunch with golden predator (TSX:GPD)

source: company's website

the golden predator guys + girls presented their company in munich today and yes, i liked it :-)
unlike the last few presentations, i'm going to post my insights on the company this time:

• yukon's upcoming gold producer as the brewery creek mine is going to start production in 2014. what if not? well, then they still could brew beer and sell it to other miners in the area, couldn't they? lol
• portfolio of gold royalties in nevada which generates approximately $ 1m a year and could / should generate more as the underlying mines start and/or ramp up their production. the whole royalty business could become a future spin-off as a independent compan, who knows?
• quite well financed up to the start of own gold production, no need to raise capital at present so depressed stock price level
• some other assets out there as well, like an old mill in nevada, share packages in 2 or 3 other companies, few early stage gold projects besides brewery creek etc. and so fort
• what else? hmmm, there was that positive guts feeling issue, you see? i liked many things the CEO william sheriff said: generating cash is the most important issue (many explorer companies still try to increase their reserves / resources even if since 2008 mr. market doesn't value it at all), he prefers to under promise & over deliver, he wants to run the company as a business (profitable!), moved the headquarters from hyper expensive vancouver / canada to silver valley in idaho / usa ... unfortunately, i'm both too lazy + too stupid to check out how many shares he has bought in the last few years and at which price, but i think on average he has paid more than me today (damn, is anyone who's less lazy + less stupid than me going to send me a link to the corresponding insiders' trading reports?)
• cheap like an unwanted pet, the current price is close to the lowest levels in the last 5 years. will they go bankrupt when the current mining markets continues their ugly downturn? hell, i do not think so, they are already fairly close to (profitable) production and there are still the royalties. the gold price is not going to fall below &1,000 per ounce, is it?
• what to do? as for me, the same procedure as so often: i've bought few shares today, subscribed for company's newsletter and thus i'm going to follow their development

bill sheriff mentioned also few companies which are somehow connected to golden predator or its directors via some equity investments the one way or the other:

• my struggling silver producer alexco resources and golden predators neighbor in the yukon territories in canada
• silver predator (TSX:SPD)
• wolfpack gold (private company as for now)
• redtail metals (TSX.V:RTZ) ~ very early stage precious + base metals explorer in the yukon with very low trading volume right now. it is a company i will look closer at and probably buy few shares if i will find some money and not forget to do so ... well, let's link the predator group's website for fast access here

good luck, my lovely golden predator fighters, good luck :-)

addendum november 8th: i've just bought few shares of redtail metals. too expensive as often because i don't want to wait for a cheap(er) price, but compared to the price level we have had months ago still very cheap (CAD 0.13 per share. 28% more expensive than 1 day ago). there is not much volume out there and especially not many sellers, so it is a long term play and i have to hope the management makes the company a succcess and this will creates some market for the share trading as well :-)

so what about my investments in november? well, i'm trying to tell the temporary mining market bottom and to be fully invested for the upcoming rally, thus i've used my margin up to the tilt, you know? good luck my lovely commodity plays, good luck :-)

• golden predator GPD
• redtail metals RTX
• amerigo resources ARG
• scorpio mining SPM
• aurizon mines ARZ
• alexco resource AXR
• coronet metals CRF
• coeur d'alene mines CDE
• NWM
• nu legacy gold NUG
• CuOro CUO

go gold bugs go and let's crash this fraudulent fiat money system now :o)

addendum november 27th: i've just bought few more shares of redtail metals + golden predator. redtail at CAD 0.095 and predator at CAD 0.30 per share at market opening. hell, the overwhelming fear in the mining stocks market makes every new purchase cheap. anyway, after more than 1 and half years of correction (the peak was the gold @ $1,900 and silver at $50 per ounce event in may 2011 i think) the mining stocks should / could / would finally go up, wouldn't you say?

eric sprott

a great video with eric sprott, the canadian billionaire + investor + silver guru. well, eric sprott was the key speaker at the precious metals fair in munich last year. hell, hell, hell, eric makes  all that investment stuff easy: gold + silver + don't bother what other people say :-)

Speaking at the Casey Research Gold and Resource Summit (February 2011), Eric Sprott told investors that there is no more silver left to go around, "There's $22 billion of silver available in the world, of which the ETFs already own half, and between you guys and us we probably own the other half... Which means there's nothing left." 

and yes, if you want to read / hear opinions of more austrian economist, just go to my link library  about libertarian proposals to solve the current debt crisis and to build a sustainable and prosporous economy ;o)

addendum december 2014 (http://www.youtube.com/watch?v=JmerJjUZ0Uk)

eof

SilverCrest mines (SVL) ~ investor lunch +++ primero mining (PPP)

santa elena mine, source: http://silvercrestmines.com/

well, SilverCrest mines is a GOLD + silver producer in mexico (2m Ag-equivalent ounces a year, 3/4 of what is currently generated by gold), makes profits, generates cash-flow, forces exploration, the mngmt is highly involved itself which is prolly a good sign for the remaining shareholders like me as well, vancouver based canadian company with market-cap of CAD 177m, eric sprott's investment company is the biggest single shareholder, low cash costs at $5.85 per 1 oz silver in last quarter and projected cash costs of approx $8 on average over the mine life .... btw, 2014 should be the year when the second mine goes into production and SLV should become a 4m Ag ounces producer a year by then ...

in sum, imho is silvercrest one of the companies which gonna survive the current slaughter in the junior commodity companies sector ... why? they simply dont need money to continue operations and in the worst case scenario they could finance the planned exploration / mine development out of their cash-flow or simply postpone the development of the 2nd mine ...

anything else? yep, the companies often compare their own market-cap / share price to well selected peer group in order 2 show how undervalued they are, u know? well, there was only 1 company even cheaper / more undervalued than silvercrest: primero mining. of course, ive bought few shares of primero today (primero is as well already a gold / silver producing company (in mexico) with strong cash-flow, low debt, etc and so on ;-)

go gold/silver bucks, go!

alexco resource

source: http://www.alexcoresource.com

an interesting update on alexco's properties + production + prospects by its major shareholder & CEO clynton nauman in munich 2day :-)

well, there is everything fine @ alexco:

• rising silver production
• no debt
• profits high enough 2 finance the planned growth without any dilution
• 2011 was be the 1st profitable year
• the environmental division is also develops fine and gives the company advantages which the competition hasnt
• theyve gold too
• as ive told ya already, the CEO is the major shareholder, so he will prolly think like an owner and not like a manager (= greedy salary + bonus + size driven, senseless overpriced M&A seeking megalomaniac). that should benefit the shareholders a lot => dividends coming soon?
• any other investors? yep, there were few names, but i only could remember eric sprott, maybe cos ive met him on friday last week ...
• etc

nothing wrong out there? well, ive increased my alexco position on monday @ CAD 8.09 ... and yes, the stock closed @ CAD 7.29 today, which means i would get 10% more shares for the same money 2day ;-(. well, the equity markets are completely irrational and our dear homo sapiens financialis is currently sooooo fearful that he e.g. sold one of the biggest silver producers in the world, silver standard resources (SSO) 22% cheaper than yesterday only cos theyve published some lower resource estimation than before ... and a profit of $0.27 per share versus a loss a year ago ... and a cash balance of $356 million etc and so on ... well, ive increased my SSO position yesterday and thus such a dramatic price decline on day two hurts like hell, but when ive read the 'reasons' and recognized that SSO hardly will go bankrupt on this issue => i just thought WTF, WTF, WTF => too funny, isnt it? i just laughed and laughed and laughed abt the stupidity of investors / traders and yes, ive doubled my yesterdays SSO position, so i have double the size of stock which is currently 10% down => lets lean back + appreciate the pull back in a week or two or three? folks, whats your guess:  whos right this time, mr. market or me?

btw, my initial investment idea was born here ;-)

altona mining (copper mountain) + cap-ex ventures

a combined investor lunch event 2day => altona mining + cap-ex ventures

altona mining survived and became later copper mountain, symbol C6C at ASX) ,,, and even later part of hudbay minerals (HBM at TSX)

altona mining's project in finland

• my well known copper play
• great progress in finland ... btw, yesterday won the finnish ice-hockey team the world championship in slovakia (bratislava + my birth city kosice) against their archrival sweden by astonishing 6 : 1
• great progress in australia dito => later merger of (almost?) equals with copper mountain, C6C
• well financed ... of course, ive increased my holdings in altona's recent capital raising action few weeks ago ... unfortunately, the current market correction drove the share price below my purchase price :-(
• anything special 2 mention? well, the CEO alistair cowdem seems to be serious abt what he talks as the company reaches one milestone after another => lets lean back and (with a little patience) lets enjoy the many-bagger future of that investment ;o)
• ...

cap-ex

• iron ore in quebec / canada
• labrador trough ~ iron ore belt which stands for 99% of canadian iron ore production
• 'plan nord' ~ development of infrastructure by quebec's government
• very early stage projects
• ...

source: http://www.cap-ex.ca/s/Home.asp

anything else? coming soon or never 😄

antimony + gold? adroit resources + rio alto mining!

next two investor presentations this week :-)

adroit resources

• antimony project in italy, one of very few outside of china ... of course, antimony (Sb) is in a short supply, expensive like hell, rarer than few of the rare earths elements etc + etc ;-)
• gold / copper / silver / cobalt projects in canada
• short of cash, still a long way to go in order to advance their properties, share dilution necessary, ... etc + etc .... and yes, the stock is very cheap because of all of that :-)
• ive given the guys+girls around the CEO greame rowland a chance and bought few shares, subscribed for their newsletter, gonna watch their progress => same procedure as always => good luck, adroit, good luck ;-)

rio alto mining

source: http://www.rioaltomining.com

• start of gold production from the 'oxide rock' at 'la arena' in peru in few weeks (may 2011)
• well capitalized, no dilution needed
• an undeveloped vms 'sulfide rock' copper/gold project at 'la arena' in peru in the pipeline (could that really be a wild card 4 the stock performance?)
• pls dont ask me any questions abt oxides, sulfides and the like ... well, the sympathetic CEO alex black explained it perfectly and i understood it at that time ... unfortunately, all my stupid brains could remember till 2day was oxides equals cheap production process equals a bunch of cash out of the production fast .... and these sulfides stuff seems to be more expensive to crack ... or was it vice versa? who knows and who cares? ... hell, why dont u ask alex directly?
• IMHO soooo undervalued!
• btw, rio alto is already my best performing single stock purchase ever (a 27-bagger since december 2008, at that time called 'mexican silver mines', u can google the net / surf rio's (or mine!) website for more details ... it used to be 33-bagger or the like before the recent correction in the stock market took place)
• well, ive increased my stake at current market price => good luck, rio, good luck again :-)

folks, 2 or 3 days later after next small decrease in the markets are both new purchases down, rio more than adroit ... hell, why do i have such a bad timing with my purchases in 2011? most stocks are still 10-20% down ... stupid me! ive increased my position massively even in the beginning of march ;-( ,,,, out of my many, many, many trials in 2011, only first majestic silver, endeavour silver, great panther silver, nanostart and bravo gold went significantly up (and rescued my YTD balance so far :-) 

PDAC, toronto, niagara falls / canada

canada is abt ice-hockey, isnt it?

PDAC conference/show ~ sooo many mining companies, u see? well, after 2 hours walking through the show looks every booth the same, so lets show ya only one of them ~ the globex mining dream quartet:

folks, im too busy + too tired 2 post anything, will prolly collect my insights and the remained memories on my flight back :-)

...

wanna know how my vacation begun? ok, after managing all these administrative things like booking a flight + hotel 4 the few 1^st nights, packing all needed stuff etc im sitting in air canada plane moving forward 2 toronto. the last time i left the €uro-zone is already few months ago (it was poland / czech republic in december, u know?), so of course i have tried 2 change some money at the airport … a damned mistake of mine! the thieves banks asked for a exchange rate u wouldn’t believe. the fx qoute is 1.35 CAD for 1 €ur. what do u think i got for 100 €uros? 133 dollar or 130? or prolly only 125 cos there is a stupid banking monopoly with 1 (one!) single bank company at munich’s airport? well, it was even less than that ~ 120 CAD, which was 126 minus the 5 euros commission ;-(. i hate these thieves! let them go bankrupt in the next financial crisis a la 2008 …

the flight was fine, anyway … i just wonder abt the mom + dad type of personnel here, the german airlines employ rather the young + pretty model type of stewardess J

well, the PDAC show was interesting and exhausting - soooo damned many companies, soooo many talks to companies' representatives i knew already from the munich precious metals show and also many discussions with companies & folks i didnt knew till now in this four busy days and nights. why also nights? well, ive attended few receptions in the nearby hotels as well (few silver companies together, guyana gold, mcewen capital, 1st majestic silver, ...). but u know what? even if smaller, i like the munich show more, anyway. why? its more attractive 2 me cos there are also many gold&silver coin dealers and thus its more money related than torontos companies' presentations booths  ... and yes, in munich there are many open presentation by well known experts for all attendees and not only (closed) events for invited guests ...

a picture says more than 1,000 words? so what abt few PICTURES? lets move to my picasa albums:

• 1st sightseeing day
• 2nd sightseeing day
• pictures from the niagara falls

orko silver

(source: orko silver)

folks, instead of the usual investor lunch event, there was an investor dinner yesterday ... well, there is a lot to say, but its too late now and im leaving tomorrow to toronto for the PDAC show, so gonna post few insights from director's mike devji's presentation later ... btw, orko will also attend the PDAC, so u could speak directly 2 orko's representatives there :-)

still wanna know few details? here we go:

• ownes one of world's largest silver deposits in mexico
• strong partnership with pan american silver (PAAS). as agreed, PAAS can get 55% of the projecting  by spending some money on the property and developing the project up to certain level (feasibility study?). well, 45% from 10m ounces of silver isnt bad, is it? u know whats even better? im also shareholder of PAAS, so i dont have to care abt the remaining 55% as well :-)
• overview abt usage of silver + outlook abt future silver market developments + the shortage of physical silver will prolly continue further, so we neednt worry too much abt the price of silver ... just imagine if silver socks becomed the best selling socks in the world, there are sooooo many feet on planet earth, OMG! lol
• the current high-high-high price helps orko a lot cos PAAS is prolly going to make an open pit mine and take out all silver available instead of the original plan of mining only few high grade veins underground
• orko is currently my 4th biggest position, so i dont complian abt the high silver prices either :-)
• ...

good luck, my dear orko miners, good luck ;-)

Donnybrook Energy

source: www.donnybrookenergy.ca

next investor lunch event 2day ~ Donnybrook Energy Inc ~

well, the donnybrook story was presented by both the donnybrook and donner metals director dave patterson => #jarobuys few more donner shares 2day cos they are still cheap like an unwanted pet => that investment stuff is as easy as that 

btw, what do these irish sounding guys do? also easy! theyve acquired a big land package in alberta / canada and now they look for some major gas & oil discovery.

folks, i didnt buy any initial position in donnybrook yet cos the stock tripled since august and thus appears somehow 2 expensive 4 me, u know? well, was prolly a mistake cos the donnybrook rallied +9.76% 2day 

... just came back from a short walk through snowy streets .... u know what? no experiments this time! lets stick 2 strategy which guided me soooo well this year => lets make some small pilot buy 2morrow (gonna place a buy order at 2days closing quote CAD 0.45) + apply 4 companys newsletter + start 2 follow donnybrooks development .... and yes, lets buy few shares of their drilling partner cequence energy as well ;o))

donner metals + overview of earth's base metals production

 + overview of earth's base metals production

next investor lunch event 2day => zinc, copper, gold, silver in queebec/canada => BONJOUR!

source: donner metals

what abt my comments?

• strong partnership with xstrata on their major project (35% donner, 65% xstrata)
• feasibility study done
• high institutional ownership
• going step by step on their way into production
• still need 2 raise approx CAD 35m in order to meet their agreements with xstrata. btw, wanna help out?
• wanna look-up 'donner' in a german dictionary?
• there is no danger of oversupply in the zinc market ...
• forget the zinc recycling as well cos 2 expensive ... folks, thats 100% true, my father produced zinc out of some waste materials from steel galvanizing process in u.s. steel's factory in eastern slovakia few years ago (too much energy needed!)
• copper oversupply possible if congo/zambia/etc calm down a little bit and re-start their economies in our lifetimes ... copper mines are huuuuge, can produce for hundreds of years ... copper recycling is easy ...
• some geologic gibberish, i didnt understand a word, u should prolly better read wikipedia/donner's website instead of my claptrap in order 2 learn s.th. abt geology of mining, ok?
• production + cash-flow should start in 2013
• ...
• any risks? yep, of course! drop in metal prices, xstrata goes bankrupt, the world goes under, they cant manage the CAD 35m financing, they sell too much of their silver/gold/copper upfront and the small dirty corrupt buddies @ fed/ecb/boe/boj print sooo much damned paper money that donners 'fixed' income is nothing compared to the production costs in the future ... or all of that!
• as always, ive bought few shares, subscribed 4 company's newsletter, like it on facebook, ... this time i didnt wait for the presentation and bought my initial positions few weeks ago, u know?

what abt 2 more xstrata issues?

• these swiss guys need donners property like crazy cos their nearby mine is going out of production in 2012 and so will their mill! 
• lets hope my donner shares will perform at least as good as my xstrata shares i.e. +277,64% on average since december 2008 + march 2009

good luck, my lovely zinc/copper play, good luck :-)

ohhh, have already forgott, ive bought also few shares in UMG / united mining group, my next silver valley play! well, there is always some good information if u have so many buddies in the mining business, u know?

addendum: overview of earth's base metals production
.

food + rare earths? #jarobuys potash + phosphorus = encanto + mosaic + agrium + innophos

source: http://www.encantopotash.com

well, there was the next investor lunch in the pretty käfer's restaurant this week. it was all abt food this time! no, just kidding, of course not only abt food alone but also abt drinks! and abt fertilisers! well, the farmers need them like the hell needs the fire => thus #jarobuys:

• alexco res. - precious metals explorer in canada & mexico + environmental services 4 mining industry
• alderon res. - near term iron ore producer in labrador / canada
• encanto potash - potash explorer in saskatchewan / canada
• s.th. else, wanna present that later cos the investor lunch series continues next wednesday ...

still following my train of thoughts? no? what? my rant does not make any sense at all? ok, lets start again :-)

well, these company presentations are run by euroscandic intnl & fortuna capital guys. this time there was a small overview abt the recent euroscandic's investments, so ive decided 2 buy alexco + alderon out of their list ... btw, ive bought encanto on monday @ CAD 0.19 ... the closing quote 2day was approx 13% higher @ CAD 0.215 ... dont ask me why i didnt buy the shares few weeks earlier  and avoided the road show impact on the stock price or why i didnt bought at about CAD 0.12 before the august/september rally in commodities started ... of course, buying early doesnt always mean buying low ...  just imagine, my next week's 'investor lunch' purchase is permanent below my entry price ;-( ... thunderstorms! im not going 2 keep that secret any longer! thats donner metals, u know? wanna look-up 'donner' in a german dictionary?

hmmmm, what abt jim walchuck's presentation? well, encanto's CEO told/shown in his matter-of-fact manner (hell, are there no joke sputtering salespeople/entertainers out there? ... just kidding ... when investing, facts are much more profitable than fairy-tales, of course i know ;o)) few interesting assumptions abt the planet's growing population, shrinking agricultural production land, bhp billiton's take-over offer for the worlds #1 potash producer potash corp. of saskatchewan ... lets see if there is still s.th. what i could remember:

• $1 spent on fertilisers leads to $3 in higher earnings for the farmer
• there are only 12 countries producing potash out there (canada, russia, belarus, germany, ...)
• 35% of wold production comes from saskatchewan / canada
• there are only 3 junior potash companies in saskatchewan left, all others where taken-over by majors or went bankrupt before the boom in commodities arrived on planet earth. btw, one of them is my 3.5-bagger western potash
• encanto is a really-early-stage-explorer, it will need a lot of fresh money in order 2 reach production and thus is gioing dilute the existing share base further ... well, lets hope it happens at a much, much higher price than the current CAD 0.215 
• the number of fully diluted shares is already 250,665,044 ... a little bit 2 high ... there will always be folks willing 2 sell at some higher levels which will slow down the stock performance i think ...
• good first nations relationships (important 4 permitting of drilling / future production ... well, in case of success will these folks get a 3% royalty out of all encantos potash sales ... shudda merry chief's daughter asap?)
• there should be enough money in order 2 finish drilling + all needed studies in order 2 present a new resource calculation till december 2010 or january 2011, which could/should attract both investors and eventual joint-venture partners 
• ...

lets support these encanto guys, lets follow their progress a little bit closer (of course, ive subscribed 4 companys investors newsletter), lets help 2 provide some food 4 the earthlings and some $$ for myself => good luck, my lovely potash play, good luck :-)

addendum 10/16/2010: where the hell is all that phosphor/phosphate produced? 

folks, ive spoken to a buddy of mine abt food + fertilizers last week ... an ongoing PhD in agriculture ... potash + sodium + phosphor is all what the plants need (beside sun + water, of course) ... and u know what? phosphor is the stuff which is really rare ... got it? thats a huuuuge investment opportunity, u know? well, ive been googling the web for an hour or 2 and despite their +11.19% rise on friday i found almost nothing .... only one lithuanian producer listed in london without any significant volume (but already well advanced in the last few months) and one chinese company without any stock-exchange listing (at least i coudnt find such) ...
WHO KNOWS ANY phosphor/phosphate PRODUCER? 

addendum 10/25/2010: again looked for phosphor producers on the internet yesterday, couldnt find much out there => is the world really running out of phosphor? well, there was an another lithuanian producer, but unfortunately listed only in vilnius, a chinese company and not much more thus ive decided 2 buy two agriculture majors: the canadian agrium inc. guys + their american nyse buddies mosaic co. well, the former produce phosphor fertilizers, buuuut the later are the guys who bring phosphor above ground! of course, like the whole potash / rare earths sector both agrium and mosaic doubled since august therefore ive decided to make a small pilot buy and watch these companies closer in the future ... btw, ive found a great article on phosphorus @ seeking alpha => enjoy:

Taking Stock of Phosphorus and Biofuels -- Seeking Alpha

addendum, october 31st + november 1st: well, ive made some additional studies, there are few more phosphorus producers (or at least phosphorus fertilizers producers) out there:

• innophos - listed @ nasdaq, thx 2 mentor (see comment below) for this useful information
• United Phosphorus Limited - a huge indian company, listed only in india, cant buy shares via my existing brokerage accounts, current price is already high but not parabolic, there is strong earnings growth as well
• many chinese / indian / russian / baltic (lithuania!) / ukrainian / arabic (morocco!) companies => its difficult 2 invest in them
• ICL Fertilizers - israel - gonna look-up later
• IMC phosphates - usa - gonna look-up later
• Jordan Phosphate Mines Company Ltd. - a mining company!!!
• luvena s.a. - poland
Kazphosphate LL - kazakhstan
• K+S - germanys huuuge potash producer, already in my portfolio but a badly performer till now
• many private or non-quoted public companies => for me impossible 2 invest in them :-(
• legend international - phosphorus
• mosaic company - phosphates + potash
• south boulder - potash in eritrea (bought in february 2011)
• allana potash - potash in ethiopia (bought in february 2011)
• ...

btw, lets keep track abt all my phosphorus / phosphat / potash / agriculture companies => lets sum up my FOOD DIVISION:

• nestle - switzerland - nespresso & more :-)
• agrium - canada
• mosaic - usa - phosphates + potash
• legend international holdings - phosphorus
• western potash - canada - potash explorer
• encanto potash - canada - potash explorer
• K+S - germany - potash producer, fertilizers
• ADM - usa - grains
• burcon nutrascience - canada, vegetable proteines
• EnWave - canada - dehydration technology (food + medicals)
• vale - brasil - phosphate mines!!!
• bhp billiton - australia - gonna take-over potash of saskatchewan corp
• world water ETF - dont ask me what the hell is in that basket ... no clue at all!
• kws saat - germany - seeds
• innophos - usa -  a specialty phosphate producer
• allana
• south boulder
• ...

folks, i liked the idea of putting all members of 1 sector together! will prolly continue with gold/silver, base metals, energy, industry, 'new' technology, REE, finance, etc in some of my future blog posts ... shoudda try 2 motivate (bribe?) my youngest daughter in order to create these sector lists as watchlists / demo portfolios at my brokers website in order to get also the current $$ weight of each sector? gonna think abt that idea later

my REE fighters (rare earth elements):

• commerce resources - canada
• quantum rare earth - usa
• aurizon mines - canada
• zimtu capital - canada
• talon metals - canada
• arafura resources - australia
• lynas corp - australia

addendum may 8, 2011:

folks, now i start 2 understand all that REE craziness out there! wanna see the recent price developments?  (source: the latest lynas corp quarterly report)

...

RARE EARTHS PRICES 

Rare Earths supply constraints has further impacted  Rare Earths prices. The average quarterly price for the Mount Weld Rare Earths distribution, on Freight on Board  (FOB) China basis, increased to US$ 92.84/kg  REO, which is  an increase of  over 49% across the quarter. Prices continue to increase post quarter end and as at 27 April 2011, the average price for the Mount Weld Rare Earths composition was US$ 160.32/kg on a FOB China basis.  

...