Wednesday, August 18, 2010

potash

POT rejected the offer from BHP. My sense is the final offer would be around 150-160 U$. But there is risk around. If commodity price collapses, then the deal may fall apart.

The market is excited by the takeover news. I expected more to come. On the other hand, the economy is slowing down. The earning revision would be on the downside.

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