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我有一份关于刚钾的重要会议纪要传给92了，不便在这里公开
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中川不是一个人在战斗，是有背景的，刚甲就是YY，11月底你们就明白了
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加拿大Scotia基金对MAA的最新评级：一年目标位为.60加元，即现价翻倍，跑赢大市评级。
Recent Update Text as of 27OCT10 MAA has received written confirmation from the Government of the Republic of .Congo that its Potash Investment Agreement (PIA) has been passed into law. The PIA provides MAA with a batch of licenses, permits, and approvals required
.to develop/operate the 1.2M mt Mengo Potash Project. The agreement covers items such as: (1) water; (2) rail/track access; (3) port/shipping (or the right to construct); (4) natural gas supply; (5)construction rights of way; (6) royalties, corporate taxes; (7) environmental .obligations; and (8) the terms of the ROC’s 10% interest. Despite being an important indication of the ROC’s commitment to the project,.we believe it is not material to the valuation of the stock. Following the PIA having become legally binding ~2 years ago, we ascribed full. PIA value in our Mengo NAV multiple as we anticipated no material setbacks. We maintain our one-year target price of .60/share and 1-Sector Outperform rating.
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呆呆 2012：
头部OR调整！(2010-10-29 00:53:26)
分类：默认分类
有十多天没有更新博客了，最近忙点其他的事，静不下心来，下星期应该正常了！一直认为做投机也好，做实业也好，从来都不是紧张坚苦的。当然，我是心理状态上来说，我认为应该是放松和自然的，真正在思维和行为上却不见是那个样子了。如果看不清格局一定会陷于迷局，这个局又有多少人看得清楚。我总是被陷入迷局中无法解脱，近来却有些解脱的感觉。知识需要积累，经历需要积淀，境界也许更需要岁月的磨砺。昨天跟朋友谈到一个“坚持”。简单的坚持实际上并不简单，这也许是对个人来说最难的事。我很赞同这种看法，我不知道成功到底有什么特殊的捷径和办法。起码从我周围的朋友和长辈的成功上来看，是需要一种特别的坚持。简单两个字包含的酸甜苦辣却不是没有过这种经历的人所能感受到的。回想起原来学做交易到现在已经接近八年了，几乎只要开盘的时间我都在做交易。开始的两三年没有几笔成功的交易，每天都面对失败，迷茫和困惑。那种无助的感觉有时就像一团迷雾笼罩在你的周围，左冲右突无济于事。八年后再看当时的交易日记和分析都觉得自已幼稚得可笑，而对自已坚持所得到的小小成就竟然油然而生一种敬意，是对自已这种精神的敬意。因为，无数次失败不仅自已无法面对，周围的朋友亲人也没有人会支持。这时，除了你自已就没有人可以救你。事实上，有些东西不可能有捷径和运气，一时的运气和捷径可能有，但是在这个行业运气和捷径从来都站不住脚。我现在也没什么成就，不过可以看到自已的成长和坚持，对于我自已而言这已经足够了，我从来没有放弃过我自已，也许是对人生的一种诠释。
今天看看大盘，如上次所说3000后调整是主旋律，但个股依然活跃。短期而言局部风险仍然存在，机会也同时存在。这并不是2300到2500的安全位置，这是可以让人在牛市中被套和亏损的位置。整个资源版块被炒上了天，不过不等于就到头了，疯狂之后还可以更疯狂，这是规律。我朋友在卖房子，卖的资金进了股市。房子仍然好卖，现在的需求应该是真实的。而出掉货的人，手中的资金一定要找渠道，不是吗？股市、债市、投资不知会在哪一个方面掀起大风浪。股市的泡沫已初现端倪，不过却不是真正剌破的时候。加息开始了，这是第一次，当然是意味着宽松货币政策要转向，打击通胀是最主要的目的。通胀太厉害了，如果我们不能从股市、楼市、商品市场获利我们就必然被通胀了，这是每个人都需要面对的严重问题。工薪阶层无非是生活再苦一些，加工资可以平复。而中产阶层就难说了，这一部分人处于风口浪尖，后面的十年财富有可能大范围转移。
金融和地产好象越来越好，这让人有些奇怪。特别是万科，感觉有超级资金在里面，这更让人奇怪。我暂时还找不出原因，再看看吧！大盘股已经连续调整一周多的时间，这样的调整都没有让指数下来多少，算是奇迹了。也就是说近期涌入的资金一定很多，这批资金短时间不会出去的。滞留在新能源新兴产业和资源版块。机会产生于此，风险孕育于此。后面是分化的持续的时期，大盘第一阶段的上涨告一段落，但是个股的表现却暂时不会停止。现在是十月，季报不断在出，后面有元旦和春节，炒业绩和消费应该是个必然。化工产品随着资源价格上涨也开始了一轮涨幅，后面应该有所表现。机会很多要好好把握，中成还是那个中成一点改变都没有，主力从不配合大盘走势。短线看起来在18至20一线要产生调整，短期不看好它，又够折腾的。不过我没做空他的打算，我只怕一不小心被他暗算掉筹码，那牺牲是太大了。短线可以看看化工或者地产，股海兄推荐的426、278还有297好像有想动一下的迹象。多少都有些仓位，做一下T先感受感受。
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1.奖励办法通过很简单，这是普通决议，过半数股份就行了，还是出席的过半数，大股东自己有将近49％
2.“价值投资者”很多看重管理层的，中成的管理层据说很一般，这次有了物质奖励但愿能多干实事，背靠国投是一方面，自己也得努力啊
3.中非西岸这一条有点矿产资源啊，不是说一开始麦格也是冲着老本行镁矿去的嘛。我国的威海国际下属鲁源矿业也在刚果这片搞了个钾矿项目，不过粗看这公司一些业务资料八成没有资金实力玩下去。
4.巴西的国土、耕地、钾肥需求都不在中国之下，中非西非到巴西的海运方便快捷，巴西应该会有动作自己控制而非依赖进口，淡水河谷不是省油的灯。咱们要快占、多占。
5.那个11月份在上海开的投资论坛，预计为期一天，应该是个形式为主的活动，如果期间有些合作项目敲定，两国在政治上、场面上大家都很happy，不过这仅是个锦上添花，多头们看着会爽一些
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[引用原文已无法访问]
我已经解释过了吧。具体的程序我相信小民都搞得不是太清楚 只是给走势找理由而已。比如九月初明明公告刚钾债务融资，这波下跌就都又在猜测要定向增发。刚果的推介会上商务部肯定要出面，会上签个什么合作纪要明确中国参与刚钾的开发我觉得很有可能。
孟肥就是国家先高调签协议了 中成还没低调签。
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巴西淡水河谷计划于2011年巨资投资化肥 钾肥领域：中成刚钾项目真正的潜在对手露面了。
Vale to invest $24-billion in 2011
BRIAN ELLSWORTH AND GUILLERMO PARRA-BERNAL
RIO DE JANEIRO/SAO PAULO— Reuters
Published Thursday, Oct. 28, 2010 1:14PM EDT
Last updated Thursday, Oct. 28, 2010 1:17PM EDT
MORE RELATED TO THIS STORY
BHP, Rio scrap $116-billion venture
“Our budget is consistent with our long-term view of demand and market fundamentals for minerals, metals and fertilizers,” investor relations’ director Roberto Castello Branco said on an earnings conference call.
The announcement of massive investments comes a day after Vale said third-quarter earnings more than doubled to a quarterly record of $6.1-billion, beating estimates in a Reuters poll.
Output of iron ore – which is in heavy demand as developing nations rapidly build out infrastructure – was expected to jump almost 75 per cent to 522 million tonnes per year by 2015 from current capacity of around 300 million tonnes.
The investment plan also shows major growth in output of fertilizers, which have become an increasingly important part of Vale’s business due to soaring demand sparked by rising food consumption around the world.
The company, which has spent nearly $6-billion this year alone on fertilizer acquisitions, expects to double phosphate rock output and more than quadruple potash production between 2011 and 2015.
Before the end of this year, Vale expects to begin production at the Onca Puma nickel mine in Brazil and the Tres Valles copper project in Chile, operations that will also diversify its production base.
Vale’s preferred shares, the company’s most widely traded class of stock, dropped 1 per cent in early afternoon trading to 48.26 reais in Sao Paulo.
The strong spending plan should help Vale’s relations with Brazil’s government, which harshly criticized the company in 2009 for slashing its investment budget in the wake of the financial crisis.
The government still holds considerable sway over Vale, a former state-run company that was privatized in the 1990s. State-linked pension funds and the government’s development bank BNDES are still key shareholders.
Analysts believe that Vale’s strong cash position, which has allowed it to give shareholders billions of dollars in dividends, will spur politicians in the coming months to push for higher mineral royalties to tap into rising prices.
Vale has benefited from the global economic growth since the financial crisis that boosted commodities prices from 2009 levels, as well as a switch to a quarterly pricing system that increased the sale price it receives for its iron ore.
The quarterly system replaced the aging benchmark arrangement in which iron prices were negotiated each year among steel makers the world’s top three miners, Vale and Anglo-Australians BHP Billiton BHP-N and Rio Tinto RIO-N.
Prices are now mostly set each quarter through indexes based on spot prices of the previous three months.
Spot market iron prices topped $180 per tonne earlier this year but are now close to $150 per tonne, compared with quarterly prices of around $135 per tonne.
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呵呵，发现最近一段时间楼主的心态也是有些急了，频繁出错啊，说明一下，11初刚果那个招商会根本就没有邀请中成参加，楼主难道没见到深交所互动栏目的公司的说明吗？其他的问答，楼主似乎都仔细看了，单单没看见这个？
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[引用原文已无法访问]
参与这条矿带投资的公司有N个。不一定是中成的
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[引用原文已无法访问]
是的!如果股价能涨，是典型的双赢。
不答应是傻子了
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