Gold/Mining/Energy | Verde Potash


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To: marcos who wrote (9958)3/8/2012 9:49:49 AM
From: Rocket Red   of 14033
 
Just don't see a resource being split thats like saying we have a gold and copper deposit and we should split it in 2 companies

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To: Rocket Red who wrote (9959)3/8/2012 10:09:41 AM
From: TheSlowLane1 Recommendation   of 14033
 
If it is spun out as a licensing company then that could work, possibly. At any rate, I don't expect anything to happen real soon on that front...

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To: TheSlowLane who wrote (9960)3/8/2012 10:12:39 AM
From: Rocket Red   of 14033
 
possible that way

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To: potashpro who wrote (9956)3/8/2012 12:31:50 PM
From: LoneClone1 Recommendation   of 14033
 
Several lifetimes ago -- it seems -- my M.A. Sociology thesis was on the adoption of innovation among farmers, though the focus on farmers was an accident. I was actually debunking a theory about the adoption of innovations in general and since it is most widely studied among farmers they offered the most and best data for my metaanalysis.

There is a well-supported model of innovation adoption. Any group can be divided into five subgroups. The first to adopt an innovation are those who see themselves as early adopters so plunge in whatever the risk. The next group are the high status and richest who can affrd a loss if it doesn't work out.

Once the early adopters have brought the innovation ot the group and the rich high status people have proved it works, that's when you get the familiar hockey stick graph inflection point which also applies to epidemiology and other phenomena, as the middle and largest group adopts it. At that point the adoption (or epidemic) is very difficult to stop.

You can affect this process with external inputs, which is why almost all counties employ what are known as change agents -- workers whose job is to persuade farmers of the benefits of the innovation while offering measures to mitigate the risks.

My point is that TP adoption will be a process that operates in a well-understood manner, and there are institutional supports available to make it happen.

LC

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To: LoneClone who wrote (9962)3/8/2012 12:37:47 PM
From: Canuck Dave   of 14033
 
But for TP, isn't there a critical mass necessary which allows the product to actually be made?

If only a few want to try it, nobody will build the plant.

CD

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From: Choch3/8/2012 12:39:09 PM
2 Recommendations   of 14033
 
Can someone honestly explain why the SP, for most of the year, has been around $7.00 and continues to hover here??? .... Enough with the manipulation, shorting yada yada yada... that only can go on for so long. There is a low float with tightly held share structure... we'd like to think there is new strong buyers buying in. But why do we remain at $7 if such a "world class" , "game changing" company?

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To: LoneClone who wrote (9962)3/8/2012 12:47:44 PM
From: No Mo Mo   of 14033
 
d"Once the early adopters have brought the innovation ot the group and the rich high status people have proved it works, that's when you get the familiar hockey stick graph inflection point which also applies to epidemiology and other phenomena, as the middle and largest group adopts it. At that point the adoption (or epidemic) is very difficult to stop.

You can affect this process with external inputs, which is why almost all counties employ what are known as change agents -- workers whose job is to persuade farmers of the benefits of the innovation while offering measures to mitigate the risks."

and...

"It's a stretch to make the analogy, but I worked in the alcoholic beverage business for many years. The winemaker Robert Mondavi tells the story of trying to sell better wines in the US post WWII. During and after Prohibition, a full generation of consumers went uneducated about quality wine. Those that drank, drank what was available which was usually low quality and often mixed with something sweet. By the time Mondavi came into the business, the vast majority of Americans had no experience with decent quality wine. To make his winery (and the industry) viable, he spent a couple decades just educating people -- and he's heralded for undertaking what seemed, before the fact, a very daunting task. Starting a brand is one thing. Starting a new segment of an industry is entirely another. "

http://www.siliconinvestor.com/readmsg.aspx?msgid=27939462

-----------------------

In the business I mentioned, we spent a TON of money on 'influence agents'. In consumer goods, every company does -- from celebrities on down. The big brewery that produced all our products even had small networks of 'hip' young people in bigger, trend-setting cities that had a stipend just to drink their products. You could go to one of these young person's homes and their refrigerator would be full of Miller Brewing Company products all the time.

Given that fertilizer is a less glamorous good, I think product adoption would spread more effectively through demonstrated utility. That could happen in a few growing seasons.

Meanwhile, Verde produces what's known...and what's known to sell. The right call.

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To: Choch who wrote (9964)3/8/2012 1:04:18 PM
From: amisk   of 14033
 
the sell off on Tuesday coincided with the sell off in the general markets, later today Greece should be able to take the next milestone, if not more selling and for tomorrow morning the monthly employment numbers can move the markets, so if we pass both tests the market might drift back up, we will see.

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To: Choch who wrote (9964)3/8/2012 1:06:42 PM
From: Rocket Red   of 14033
 
We mostly have retail investors in Npk

most insitutions bailed

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To: Rocket Red who wrote (9967)3/8/2012 1:13:10 PM
From: amisk   of 14033
 
can you back that up with a source?

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