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有好的一面 必拓都没戏了 中国想收购加拿大的钾肥支持就更没戏 至于中川在Saskatchewan省的项目，老外的评价是junior 还早！
It shows the Chinese they have no chance of getting Potash assets in Canada so they might as well get them in the Congo. Mag is closer to production than any of the junior assets in Saskatchewan, so go ahead and come and buy Mag. We are all waiting!!!!!
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必拓收购加钾延期对刚钾项目显然不是太好的消失 感觉政府会等着看事情的进展来决定策略 是全盘收购刚钾还是部分收购刚钾（我猜的）。
This isn't good for Mag because the Chinese now will have to wait even longer for the whole Potash takeover to play out. BHP still has another 30 days to sweeten the offer.
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MAA股东对刚钾的分析：
中成对刚钾一直是认真的，早在必拓收购加钾前就开始认真运作，筹建（花的也是大把大把的国家的银子）。
刚钾将用来在非洲 巴西就近销售 作为用来和钾肥垄断收购的价格抗衡
中国还极可能收购埃塞俄比亚的钾肥项目 作为自己的资源。。。。。。
stop the madness
First off, Complant built, and developed previous potash sources without this "bhp-potash" situation.
Second, Complant was very serious about developing a potash play with mag before this bhp-potash deal.
third, Complant was interested in mag before potash really started to be an accepted commodity that will be in demand for the short med and probably long term.
What has really changed is that potash is in higher demand, prices are set to go higher, and everyone wants to secure sources of potash because of all the media about shortages of food etc.. this all happened after the mag-Complant deal. Don't think that the SDIC didn't know what they were getting themselves into when complant signed an initial feasability study agreement with mag. The reason why they do this is because if they see it as a good deal, they proceed which we know it is a good deal for both sides politics just got in the way, but this will be short lived.
The Chinese Government basically ordered to stop any pending deals with the commodity when the bhp-potash deal was mentioned (bad timing for us). SDIC also knows of the situation where potash is in high demand, and mag is in a production ready status. They also know mag is very cheap and because of the recent developments may not last if they take too much time but know mag wants to deal with them and would not prefer a buyout,
I believe that SDIC will sign in nov despite any news on bhp/pot deal.
I also don't understand why people think that china is going to ship mag's potash to themselves. It is quite far away and I don't think that is their intention. I believe that they would sell it to africa, europe and brazil, and this play will act as more of a hedge on the price of potash being delivered by sask or bhp.
I believe that a more likely scenario is that they will further develop their own source and possibly take over etheopia's project which is much closer.
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必和必拓仍争取推进收购Potash交易
2010年11月4日 08:39
[世华财讯]继加拿大政府拒绝必和必拓收购Potash的交易后，必和必拓表示，仍将争取推进该交易，并称其准备向加拿大政府做出与此收购交易的规模和重要性相符的承诺。
综合媒体11月4日报道，必和必拓（BHP Billiton Ltd.）4日表示，该公司将继续争取对Potash Corp. of Saskatchewan（POT）的386亿美元恶意收购要约，此前该交易遭到加拿大政府的拒绝。
这位矿业巨头发表声明称，“必和必拓对加拿大政府的决定感到失望，但仍认为此收购提议纯有益于加拿大萨斯喀彻温省（Saskatchewan）、新不伦瑞克省（New Brunswick）、乃至整个加拿大”。
该公司表示，“必和必拓将继续与加拿大工业部长以及加拿大工业投资审核处（Investment Review Division of Industry Canada）合作，并将评估各种选择方案”。
必和必拓的一名发言人称，“我们相信，我们准备（向加拿大政府）做出的承诺都将与此收购交易的规模和重要性相匹配”，但未透露可能做出的承诺细节。
加拿大政府4日拒绝了必和必拓对Potash的386亿美元恶意收购要约，加拿大工业部表示，这项交易未能通过净利益测试。
但是，加拿大工业部长克莱门特（Tony Clement）在一个简短的新闻发布会上表示，加拿大仍然对外商投资保持开放态度，只要相关交易能够满足这一门槛。
克莱门特表示，必和必拓目前有30天时间可以试图说服加政府改变立场。
加拿大政府拒绝必和必拓收购Potash的决定，缓解了数个省级政府对这起全球最大收购案日益增长的反对情绪，但潜在地损害了Potash股东的利益，并威胁到了他们亲近外商投资的声誉。
除了其他三个省级政府呼吁加拿大政府阻止该交易以外，作为Potash Corp.的家乡省份，萨斯喀彻温省认为，将这个控制全球钾肥储量超五分之一的公司出售的交易不符合加拿大的国家利益。萨斯喀彻温省、阿尔伯塔省、魁北克省和马尼托巴省这四个省份的人口总数达到加拿大总人口的40%。
萨斯喀彻温省警告称，必和必拓收购Potash将会导致裁员、以及省矿区使用费和税收损失，在未来10年这些损失将高达50亿美元，但必和必拓并不认同这些数字。该省还表示，加拿大也将失去对这个全球日益重要的战略资源的控制。
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加拿大政府拒绝必和必拓收购Potash交易
2010年11月04日08:39 来源：中国新闻网 网友评论(0) 手机访问
中新网11月4日电 据《华尔街日报》中文网消息，加拿大政府拒绝必和必拓(BHP Billiton Ltd.)以386亿美元敌意收购Potash Corp. of Saskatchewan (POT)，加拿大多省对该交易的反对之声由此平息，但此举可能会伤害到Potash Corp.股东的利益，并有损加拿大一贯支持外资的声誉。这笔交易若能达成，将会是全球规模最大的一笔收购交易。
加拿大工业部表示，该交易未能通过净收益测试，但工业部长Tony Clement在一个简短的新闻发布会上表示，加拿大对外国投资仍持开放态度，前提是交易须符合条件。
Clement表示，必和必拓目前有30天的时间说服加拿大政府改变立场。
纽约市场，Potash Corp.股价盘后下跌，报139.10美元，收盘价为145.50美元。必和必拓的出价对该公司的估值为每股130美元。
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必拓的收购被拒，但是必拓还有三十天时间考虑是否加价提出新的方案
BHP's PotashCorp bid rejected for now
Clement gives BHP Billiton 30 days to make additional offers, undertakings
Last Updated: Wednesday, November 3, 2010 | 9:05 PM ET
CBC News
Federal Industry Ministry Tony Clement leaves the podium without answering questions in Ottawa on Wednesday after announcing his decision to reject a takeover of PotashCorp. (Sean Kilpatrick/Canadian Press)
The federal government has rejected BHP Billiton's $40-billion hostile takeover bid for Potash Corporation of Saskatchewan, but appears to have left the door open to further talks.
Industry Minister Tony Clement said Wednesday that Canada wants to attract investment and business, but "some decisions can only be made once … and there's no turning back, ever."
He said BHP's offer for PotashCorp would not benefit the country — but he did seem willing to entertain a sweetened bid from the Australian mining giant. He offered no specifics.
"BHP Billiton has 30 days to make any additional representations and submit any undertakings," Clement said. "At the end of that period, I will make a final decision."
"The federal government understands the intrinsic value of the potash industry to the country and to the people of Canada," he said. "My job is to assess the potential bid with reference to the Investment Canada Act and the economic policies of the country."
BHP Billiton, in a written statement, said it "is disappointed, but continues to believe that the offer is of net benefit to Saskatchewan, New Brunswick and Canada." The company said it will continue to co-operate with Clement and Industry Canada and will review its options.
Potash Corp. said the announcement "does nothing to change our view that the BHP Billiton $130 per share offer is wholly inadequate. The PotashCorp board of directors strongly believes that the offer fails to reflect both the value of PotashCorp's premier position in a strategically vital industry and the company's future growth prospects."
The decision appeared to mark a reversal of the stand the government took on Oct. 20, when Prime Minister Stephen Harper told the Commons that the bid was a "proposal for an American-controlled company to be taken over by an Australian-controlled company."
The federal Investment Canada Act allows Ottawa to block any deal worth $299 million or more if it finds the takeover doesn't provide "net benefits" to Canadians.
Wall welcomes decision
Saskatchewan Premier Brad Wall applauded the decision.
Saskatchewan Premier Brad Wall says his government's decision to oppose the takeover had resulted in a roller-coaster of emotions in the last few days. (Troy Fleece/Canadian Press)
"I want to especially thank minister Clement and his team," he told reporters in Regina. "Most of all, I want to thank the people of Saskatchewan who were very, very, very engaged in this."
Wall said his government's decision to oppose the takeover had resulted in a roller-coaster of emotions in the last few days.
"We struggled with our decision," he said.
"We are still a nation that is open ... we are a free-trading country. But we have been blessed with a great amount of natural resources ... and we may have to act differently in that regard," he said. "This is a very strategic resource."
Better bid expected
Following Clement's announcement, shares in PotashCorp fell $7.20, or just under five per cent, to $138.30 US in after-hours trading. Elsewhere, shares of BHP Billiton rose about three per cent to $43.90 Aus. in early trading on the Australian Securities Exchange.
Toronto-based Excel Fund Management investment strategist Gavin Graham told CBC News he expects the company will make an improved offer.
"If he was going to say no then he would have said no without any 30-day window of opportunity," said Graham.
"As you know, the rumours in from London were that BHP was going to improve its offer by 10 per cent or thereabouts, which again if you … go back to Falconbridge and Inco and Alcan, the first bid was never the one that got accepted.
"Therefore, if BHP is serious about wanting Potash … and it looks like they are, it behooves them to raise the bid."
"They have been dragged kicking and screaming toward what we hope is a clear 'no' on this deal," said Liberal Leader Michael Ignatieff. "I say 'we hope,' because there's 30 more days. Our position is that the door should be shut firmly on this deal. The issue here was control of a strategic resource."
PotashCorp underground production supervisor Dave Esslinger displays a sample of potash 1,000 metres below the surface at the potash mine in Rocanville, Sask. (David Stobbe/Reuters)
NDP Leader Jack Layton said public pressure on the government had an impact.
"The pressure coming from the people of Saskatchewan is clearly rattling this government, and they've been forced to listen," said Layton. "However, they're leaving the door open in the next 30 days for this corporation to sweeten their offer so the Conservatives can then permit it."
"We believe that the door should be closed, and it should simply be closed now," Layton said.
Harper's minority government had faced pressure from four provinces — Saskatchewan, Alberta, Manitoba and Quebec — and in the House of Commons to disallow the takeover.
Harper's Conservatives hold 13 of 14 seats in Saskatchewan.
Wall had opposed the sale, citing a study that pointed out losses in provincial revenues over the next decade, and because potash is a strategic resource. The province produces 30 per cent of the world's potash, a crop nutrient.
BHP had offered to offset provincial revenue losses by contributing to an infrastructure fund, a proposal Saskatchewan officials have called inadequate.
New Brunswick had 'concerns'
In New Brunswick, the company has embarked on a new mining operation valued at $1.7 billion, and politicians in that province have supported Wall's position against a takeover.
In a letter sent last week to Harper, New Brunswick Premier David Alward said he had "concerns" about the proposed takeover, but he also acknowledged the jurisdiction of the federal government to make the decision under the Investment Canada Act.
If it goes through, the deal would add to the list of takeovers of Canada's largest natural resource companies over the last decade. They include the Swiss company Xstrata's acquisition of nickel producer Falconbridge in 2006, the purchase by Brazil's Vale of Inco in 2007, and the takeover by U.K.'s Rio Tinto of Alcan, also in 2007.
The federal government has come under fire for its handling of recent foreign acquisitions.
Vale's takeover of Inco was criticized during a year-long strike involving the company's operations in Sudbury, Ont. Vale employees in Voisey's Bay, N.L., are still on strike.
And Ottawa is in the midst of a lengthy court case with U.S. Steel Corp., which acquired the former Stelco in 2007.
The federal government has reviewed 1,637 takeovers since 1985 and rejected only one, the bid in 2008 by American firm Alliant Techsystems for Vancouver-based MacDonald Dettwiler & Associates Ltd.'s information systems, satellite and space mission businesses.
Read more: http://www.cbc.ca/canada/story/2010/11/03/potash-ottawa-review.html?ref=rss#ixzz14GtWAsUv
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POORS：
无上醍醐妙味(2010-11-03 23:11:04)
分类：中成杂谈
世界越来越奇妙，世事越来越难料
美国黑总统后，迎来了一届
没有黑人的参议院
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股吧越来越诡异，股东越来越无矩
中国10万亿美元的货币流通量勇冠全球
给巨量资金找出路目前是北京最大的考虑
非洲，新欧洲都是理想的泄洪口
希腊会是中国放在欧洲的特洛伊木马吗
还有土耳其
非洲是中国天然的盟友
。。。 。。。
显然中成的大股东不乐意了
我不想也没有能力挑战国投的战略意愿
是时候保持静默了，在消息落实之前
有缘人一定能举杯欢庆胜利
离开的，也祝愿投资路顺利开心！
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小散不可能扛死中字头的上市公司 那就是上市公司玩死小散
呆呆2012：
套现开始！(2010-11-03 23:52:23)
这是真正意义上的套现，看看谁比谁快，谁比谁有优势。不过，行情不会就这么结束。退潮后才知道是谁在裸泳。
这波做中成在整体上来说是失败的，好多股票的涨幅要大于中成，而且从时间成本上来说也更有优势。我需要总结在项目选择上的错误，七月份我参与了包稀，横店、北矿、红星等等，却都没有拿到最后。呵呵，算一下，区别大了。在中成上展转腾挪也做不出那样的利润。可惜，中成那七月三十日的协议时间，再加上十一月的开工预期，彻底用预期把我套在里面不敢轻易出来。现在随大盘洗盘，仍处于冰封期。为时晚矣！一波行情已经离我而去啊！相信朋友们也有同样的感受。不过，在投机之路上这种事情也属正常。中成，不是一般的股票，更不是一般主力可以操控的。做完中成一定可以一个人对于投机的认识更上一层楼。（呵呵，这算是潜在回报）游戏没完，谁敢说中成就跑在最后呢？
前天和昨天加上今天开盘，陆续减掉了两层仓位。明天盘中试探性学要减一些，也不敢减得太多。如果是常规股票，我想我现在已经出完了。可惜的是它不常规，真没办法，用成本和信心跟主力对抗吧！
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可以建仓了
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来资本市场的人，都是追求利益最大化的。
由此去理解各自的行为和言行，多少能推测事件的趋势.
想不到的一些情况，只能说是风险吧,而且风险本生无法衡量。
富贵险中求，遭险需自救,呵呵.
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