
the cost curve delivers some downside protection if our price thesis turns out to be too bullish. Narrow-moat Intrepid Potash IPI , which has a geographic cost advantage, is the most undervalued producer, in our opinion. We think producers
presentation at June's ASCO cancer conference. The company is expected to release Phase 1 clinical safety and tolerability data for IPI -145, its experimental leukemia drug, and while the investment bank predicts "a good showing," it may not be enough to
doesn't make a habit out of raising project cost estimates. Intrepid Potash is a U.S. producer of potash (870,000 tons of capacity ..... in costs include labor and inputs, such as natural gas. Intrepid Potash is the only pure-play potash producer in North America
CVRR , CWT , CXO , DVR , DX , DXCM , DXPE , EDMC , ESS , EXPD , EXXI , FB , FNF , FRT , G , GLUU , GNK , GTAT , HNSN , HR , IPI , IPXL , IVR , JDSU , KIM , LNC , LOCK , LVS , MAC , MAR , MET , MUR , NAVB , NGD , NLY , NTRI , PHH , POL , PRU , PSE , PXD
AG , AKS , ANV , AU , AUQ , AUY , CDE , CLF , CVE , EGO , EXK , EXXI , FCX , FNV , FST , GFI , GG , GOLD , HL , HMY , IAG , IPI , KGC , MHR , MT , MTL , NEM , NFX , NG , NGD , NOG , PAAS , PWE , RGLD , RIC , SA , SAND , SGY , SSRI , SVM , TCK , TGB , TRQ
index but not as severe as that in the stock prices of major competitors CF Industries ( CF ), Agrium ( AGU ) and Intrepid Potash ( IPI ) and worse only than that of Mosaic ( MOS ) (see graph). While lower potash prices are not an ideal situation
what began as a flirtation for the Street in December of last year, could develop into a two-three more quarter affair. As IPI dug into the SanDisk story over the past few weeks, we were struck by the number of bullish trends now converging upon the company
Notable earnings after Wednesday’s close: AEM , AMAT , ANGI , CAR , CJES , CLD , CSCO , CTL , CXW , ENOC , EOG , EQIX , IO , IPI , ITRI , KGC , MDLZ , MET , NPSP , NTAP , NVDA , OII , PSE , PXD , ROVI , SKX , SMSI , TAL , TNGO , TRGT , TRIP , VCLK , WFM
Notable earnings after Wednesday’s close: AEM , AMAT , ANGI , CAR , CJES , CLD , CSCO , CTL , CXW , ENOC , EOG , EQIX , IO , IPI , ITRI , KGC , MDLZ , MET , NPSP , NTAP , NVDA , OII , PSE , PXD , ROVI , SKX , SMSI , TAL , TNGO , TRGT , TRIP , VCLK , WFM
Suisse declares itself a fan of some, with Agrium ( AGU ), Monsanto ( MON ), and Potash ( POT ) all rated Buys. MOS , CF , and IPI are rated Neutral, with Compass Minerals ( CMP ) started at Sell on worries over the implementation of cost-cutting. All