K+S, von Rekordhoch zu Rekordhoch
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Uralkali Owner Said to Seek Sale Accord as Soon as Next Week
By Yuliya Fedorinova and Irina Reznik
November 15, 2013 10:19 AM EST
Billionaire Suleiman Kerimov and his business partners in OAO Uralkali may reach an agreement to sell their joint 33 percent stake as soon as next week, according to four people with knowledge of their discussions.
Billionaire Mikhail Prokhorov ’s Onexim Group is the front-runner to take control of the world’s largest potash maker and may later bring in partners, the people said, asking not to be identified because the talks are private. The stock extended gains to 5 percent in Moscow today after the news, raising the stake’s value to about $5.2 billion.
A sale may defuse a dispute between Russia and Belarus sparked by Uralkali’s July withdrawal from a partnership that marketed 40 percent of global exports. The falling-out and Uralkali’s plan to boost output roiled the $20 billion market for the soil nutrient. Belarus has called for a change in the company’s ownership before a reconciliation is possible.
“The sooner Kerimov sells, the better for Uralkali, as the company needs some certainty for its future,” Elena Sakhnova, an analyst at VTB Capital, said by phone today.
Kerimov and billionaire partners Filaret Galchev and Anatoly Skurov began receiving offers from potential buyers after Belarus arrested Uralkali Chief Executive Officer Vladislav Baumgertner in Minsk on Aug. 26. That was a month after the Russian potash producer abandoned the joint venture with Belarus. The CEO was moved from a KGB prison to a rented apartment in Minsk on Sept. 26, and his arrest was extended for an additional two months on Oct. 28.
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Uralkali CEO will be airlifted to Russia in case of his extradition - source
14:10 November 15, 2013
Potash miner Uralkali CEO Vladislav Baumgertner will most likely be flown back to Russia in the event of a positive decision concerning his extradition, a source in Belarusian law enforcement agencies told Interfax on Friday.
"This person's extradition will follow the same procedure as in the case of other foreigners. He will most likely be transported to Russia by air," he said.
"No special procedures will be applied to him if a decision on his extradition is made," the source said.
"The Belarusian side will turn him over to the Russian side. It is a routine procedure," he said.
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Stimmrechtsanteile: K+S Aktiengesellschaft: Release according to Article 26, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
18:05 15.11.13
K+S Aktiengesellschaft
15.11.2013 18:00
Dissemination of a Voting Rights Announcement, transmitted by DGAP - a company of EQS Group AG. The issuer is solely responsible for the content of this announcement.
--------------------------------------------------
Notification of voting rights pursuant to Art. 25a, Sec. 1 WpHG We received the following notification pursuant to Art. 25a, Sec. 1 WpHG on November 14, 2013:
1. Listed company: K+S Aktiengesellschaft Bertha-von-Suttner-Str. 7, 34131 Kassel, Deutschland
2. Notifier: Morgan Stanley, Wilmington, Delaware, USA
3. Triggering event: Exceeding Threshold
4. Threshold(s) crossed or reached: 10%
5. Date at which the threshold is crossed or reached: 08.11.2013
6. Total amount of voting rights: 10.07% (equals 19277202 voting rights) calculated from the following total number of voting rights issued: 191400000
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Belarus potash trader sees 2014 prices above $300 per tonne
Posted Nov. 15th, 2013 by Reuter News Agency No Comments
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MINSK (Reuters) — The trading arm of state potash producer Belaruskali – Belarusian Potash Company — said on Friday it expects its potash prices next year to be above $300 a tonne.
On Thursday, deputy economy minister Alexander Yaroshenko said Belarus plans to cut potash export prices to $300 a tonne in 2014, adding to pressure on global prices for the soil nutrient already hit by the breakup of Belarus’s joint venture with Russia.
“Yaroshenko disclosed the minimum price, the price for FOB/DAF (free-on-board basis and delivery at frontier). We expect the price to be higher next year,” BPC representative Irina Savchenko told Reuters.
BPC believes potash prices have reached their bottom and will start to rise, she added. North American prices at the Port of Vancouver were seen at $315-330 per tonne on an FOB basis in November.
The Economy Ministry clarified its position on Friday, saying its forecast of $300 per tonne did not refer to the sale price, but expected profit from exports — what it termed the “cleaned price.”
[url]http://www.producer.com/daily/...14-prices-above-300-per-tonne/[/url]
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[url]http://m.seekingalpha.com/article/1829102[/url]
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[url]http://m.seekingalpha.com/article/1826442[/url]
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Uralkali Owner Said to Seek Sale Accord as Soon as Next Week
By Yuliya Fedorinova and Irina Reznik - Nov 15, 201
http://mobile.bloomberg.com/news/2013-11-15/...arly-as-next-week.html
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Prokhorov’s Onexim Agrees to Buy Kerimov’s Uralkali Stake
By Yuliya Fedorinova - Nov 18, 2013 9:38 AM
Billionaire Mikhail Prokhorov’s Onexim Group agreed to buy Suleiman Kerimov’s 21.75 percent stake in OAO Uralkali, the world’s largest potash producer.
The parties expect the transaction to close shortly, Moscow-based Onexim said in a statement today. The deal requires no regulatory approval and the terms are confidential, it said. The stake was valued at $3.5 billion at share prices before the announcement.
A sale by Kerimov may defuse a dispute between Russia and Belarus sparked by Uralkali’s July withdrawal from a partnership that marketed 40 percent of global potash exports. The falling-out and Uralkali’s plan to boost production roiled the $20 billion market for the soil nutrient. Belarus has called for a change in the company’s ownership before a reconciliation is possible.
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Hoffnung für K+S im Kalistreit - Uralkali bekommt neuen Großaktionär
10:55 18.11.13
MOSKAU (dpa-AFX) - Im seit Sommer den Kali-Markt beherrschenden Streit über die Zukunft des russisch-weisrussischen Lieferkartells gibt es neue Hoffnung für K+S (K+S Aktie). Der russische Produzent Uralkali bekommt einen neuen Großaktionär. Wie zuletzt bereits spekuliert verkauft der russische Milliardär Sulejman Kerimow seinen knapp 22-prozentigen Anteil an den Oligarchen Michail Prochorow. Dies teilte die von Prochorow kontrollierte Gesellschaft Onexim am Montag in Moskau mit. Analysten zufolge öffnet der Ausstieg Kerimows die Tür für neue Verhandlungen zwischen Uralkali und Belaruskali. Damit könnte der Preisrutsch nicht so stark ausfallen wie zuletzt befürchtet.
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Updated: 2013-11-15 13:16
By Li Na in Toronto (China Daily USA)
http://usa.chinadaily.com.cn/epaper/2013-11/15/content_17108368.htm
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Rückzug von Fußball-Oligarchen befeuert Dax-Konzern
Artikel erschienen am 18.11.2013
Eduard Steiner
Das Schicksal des Düngemittelriesen K+S hängt an dubiosen Machtspielen. 43 Prozent verlor die Aktie, weil Russland den Weltmarktpreis abstürzen ließ. Nun gibt es Hoffnung –dank Putin.
Auszug:
OLIGARCHEN STANDEN SCHLANGE
Von seinem Tief am 6. August konnte sich das Papier jedoch wieder deutlich erholen und liegt jetzt noch rund ein Fünftel unter dem Niveau, das es vor der Ankündigung von Uralkali Ende Juli hatte.
Prochorow zahlt für den Uralkali-Anteil geschätzt 4,35 Milliarden Dollar. Beim Kauf des Paketes 2010 hatte Kerimow dafür 2,5 Milliarden Dollar gezahlt. Zahlreiche russische Tycoons und ein arabischer Staatsfonds hatten um Kerimows Uralkali-Aktienpaket gebuhlt.
Prochorows Vorzug gegenüber manch anderem Oligarchen war, dass er über ein stabiles Verhältnis zum Kreml verfügt, wie die Investmentbank Uralsib hervorstreicht. Außerdem ist er einer der wenigen, der ausreichend eigenes Kapital zur Verfügung hat und nur zum Teil auf Kredite zurückgreifen muss.
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K+S-Dividendenausblick von Analysten nach CEO-Äußerungen gesenkt
Artikel erschienen am 18.11.2013
18. November (Bloomberg) –- Bloomberg-Analysten haben den Dividendenausblick für die K+S AG gesenkt. Zuvor hatte der Kasseler Konzern erklärt, man sei nicht sicher, ob man die Ausschüttungsquote... Von Todd White
Die Analysten teilten mit, Europas größter Kaliproduzent werde Anfang nächsten Jahres wahrscheinlich 0,85 Euro je Aktie ausschütten. Zuvor hatte die Prognose bei einem Euro gelegen. 2012 hatte K+S je Aktie 1,40 Euro als Dividende ausgeschüttet.
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http://mobile.reuters.com/article/idUSBRE9AH0LM20131118?irpc=932
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Kali-Bohrkerne
Der russische Großindustrielle Mikhail Prokhorov hat heute zugestimmt, den 21,75%igen Anteil von Suleiman Kerimov am größten Kaliproduzenten der Welt Uralkali (WKN A0LBTV) zu übernehmen. Damit sollen die Spannungen gelindert werden, die durch dem Zusammenbruch des Kalikartells BPC entstanden.
http://bjoernjunker.wordpress.com/2013/11/18/...-abnehmer/#more-16909
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Posted on November 18, 2013 by Asher Berube
November 18, 2013 (Source: Businessweek) — Israel Chemicals Ltd. (ICL) headed for the highest close in a month on bets global potash prices will stabilize following a change of ownership at OAO Uralkali. (URKA)
“This is a first step toward reconciliation of the cartel which is a positive for potash producers,” Guil Bashan, an analyst at IBI-Israel Brokerage & Investments Ltd. in Tel Aviv said by phone. “It may lead to a stabilization of potash prices.”
Israel Chemicals shares have been the second-worst performers on the benchmark gauge after Potash Corporation of Saskatchewan Inc. scrapped a proposed takeover in April and the Uralkali dispute raised price war concerns, roiling the $20 billion market for the soil nutrient...
- See more at: http://investorintel.com/potash-phosphate-press/...hash.muwYLjjb.dpuf
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RATING: S&P stuft K+S um eine Stufe auf 'BBB' herab - Ausblick bleibt negativ
18:59 18.11.13
LONDON (dpa-AFX) - Die Ratingagentur Standard & Poor's (S&P) hat die Bewertung des Salz-und Düngerherstellers K+S (K+S Aktie) um eine Stufe gesenkt. Die Einstufung sinke auf "BBB" von zuvor "BBB+", teilte die US-Ratingagentur am Montag mit. Der Ausblick sei weiter negativ. Damit droht dem Konzern eine weitere Herabstufung.
Mit dieser Einstufung behält der Kasseler Dax-Konzern bei S&P zunächst eine sogenannte Investmentgrade-Bewertung. S&P sieht den Konzern damit also weiter als eine durchschnittlich gute Anlage. Die gegenwärtige Einstufung liegt zwei Stufen über einer "Ramschbewertung". Erst dann gilt eine Anlage in den Anleihen als spekulativ.
Anfang November hatte Moody's den Konzern gleich um zwei Stufen auf "Ramschniveau" abgestuft. Gründe waren die Unsicherheit im Kalimarkt seit der Aufkündigung einer Vertriebsgemeinschaft in Russland im Sommer und der hohe Investitionsbedarf von K+S in eine Mine in Kanada./jha/jsl
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Und das in einem Markt , wo die Margen in "wahrscheinlich" in Zukunft schrumpfen werden.
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Posted on November 17, 2013 by Robin Bromby
The Chinese are taking heart from the bust-up of Uralkali and Belaruskali. The Argentinians, though? Not so much.
China sees the breakdown as an opportunity for new potash enterprises to get up and running. From Argentina’s point of view, however, the Uralkali-Belaruskali spat has undermined prices and made even more difficult the task of finding someone interested in developing its huge Rio Colorado potash project from which Brazil’s Vale walked away, even on a smaller scale than previously planned.
Both situations — and potash prices more than anything — will swing largely on what happens to the warring parties in Minsk. Bloomberg was reporting Friday that billionaire Suleiman Kerimov and business partners who together control 33% of Uralkali may sell part of their stake as early as this week. The sale is seen as diffusing the dispute between Russia and Belarus that began when Uralkali walked away from the Belarussian Potash cartel, the Belarus authorities applying pressure for the move to be reversed by arresting Uralkali CEO Vladislav Baumgertner, (although six weeks ago he was moved out of the KGB prison in Minsk and placed under house arrest). The sale of the stake in Uralkali would allow a face-saving repair of the marketing agreement with Belaruskali — and possibly a spurt to prices if this was seen as an end to Uralkali’s plans to go it alone and use its low cash costs to undercut other potash suppliers.
Meanwhile The Moscow Times reports that the trading arm of state potash producer Belaruskali — Belarussian Potash Company — expects its 2014 potash prices to be above the level set by the country’s Economy Ministry. A day earlier, Deputy Economy Minister Alexander Yaroshenko said Belarus plans to cut potash export prices to $300/tonne in 2014, adding to pressure on global prices for the soil nutrient.
But perhaps the most surprising event of the week in potash was an article appearing in China Daily. It was a booster for the global potash efforts of Yancoal Canada, a subsidiary of Yanzhou Coal Mining Company. Yancoal in 2011 — when potash prices seemed to have a brighter outlook than they do now — spend $260 million buying 19 potash exploration licences in Saskatchewan.
The core of the article was to reaffirm that Yancoal is pressing ahead with its potash plans. As China Daily stressed, potash mine development is characterised by long construction time-frames; it can take up to seven years of preparatory work before a project can be commissioned, from initial prospecting through to various feasibility studies to permitting and the construction.
The Chinese report, while noting the present price retreat due to the Uralkali row, also stressed that the ongoing growth of world populations will, in their view, keep potash demand at a high level. Then Yancoal chairman Ma Jianqiang added this: “The cartel break-up leaves more development opportunities and room for emerging potash enterprises. Therefore we are bound to look at the short-term effect of market monopoly integration-breakdown in a long term perspective, given the long life of a mine project, and conduct target market analysis.”
In other words, China is pressing ahead with acquiring its own potash assets and is little influenced by present price worries. As the newspaper points out, China has only 2% of the world’s known potash resources but consumes 20% of global production.
Brazil and Argentina, meanwhile, don’t quite know where they stand. Vale suspended work on the huge Rio Colorado potash deposit in Argentina’s Mendoza state after costs blew out to $11 billion. The state governor Francisco Perez is trying to find someone else to take on the project. Meanwhile, Vale has placed Rio Colorado into mothballs and handed over caretaker management to the Argentinian arm of the Italian conglomerate, Techint.
As The Financial Times reports, the present low prices don’t make Rio Colorado an attractive proposition even with the Mendoza governor talking to Chinese, Indian, Qatari and Russian investors. The main selling point is the Brazilian potash market next door, predicted to rise from 8 million tonnes a year now to 13 million tonnes by 2020.
As The Financial Times concludes: “Meanwhile, Rio Colorado is for sale and Argentina is a few billion dollars and 6,000 jobs poorer than it otherwise might have been”.
- See more at: http://investorintel.com/market-commentary-intel/...ash.nJSIwIFS.dpuf
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Der Kurs drückt nach oben und alle Versuche nochmal ein Deckel auf das Fass zu bekommen scheitern kläglich!
Am Ende steigt hier noch Warren Buffett ein ! !
Cecilia Jamasmie | November 18, 2013
According to Vox Populi (in Spanish), the deal would mean that the world’s largest iron ore producer and a top nickel miner would only have to pay about $8.5bn to Brazil’s tax agency, ending a dispute that began more than 10 years, which has weighed on the company's share price.
It would also open the door for the Rio de Janeiro-based company to find its way back into recently shelved projects, such as its $5.9 billion Rio Colorado potash project in Mendoza, Argentina...
http://www.mining.com/...n-massive-potash-project-in-argentina-42825/
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http://www.3sat.de/page/?source=/boerse/magazin/171480/index.html
Aber sie sind noch immer gewichtige Größen in der Finanzwelt die genau wie Goldman Sachs ihre Finger überall im Spiel haben!
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USA hat das Top-Rating bei allen Agenturen obwohl die Regierung selbst immer mit der Zahlungsunfähigkeit spielt... Natürlich ist die USA eine Macht und solange hier die Drahtzieher weiter Geld machen können werden sie das System auch so aufrechterhalten... Anyway, ich meide sie weil ich denke dass sie doch relativ viel Einfluss haben, aber ich halte sie weder für seriös noch würde ich jemals einen cent wegen deren Ratings investieren oder nicht investieren... Nur Theater wie auch die kleinen Analysten und Banken...
Glück auf!