Ian Ainsworth: "A $39-Billion Food Fight" (Part 1)

Mackenzie Investments' Ian Ainsworth, discusses Potash Corp., the Canadian agri-darling, and target of a hostile bid from Australia's BHP Billiton, dubbed by WSJ - "A $39-billion Food Fight."

Highlights

In this in-depth interview, two-time fund manager of the year Ian Ainsworth addresses key questions that clients are asking:

1. The underlying demand for potash as a commodity
2. The qualities that make Potash Corp attractive to global mining players
3. The extent to which BHP’’s bid is “fully priced” compared to similar offers in the past
4. The chances of other bidders emerging – and BHP’s ability to increase its bid
5. The impact of Potash Corp’s sale on other potash producers
6. The likelihood of the Canadian Government intervening to block this sale
7. The future for Potash Corp

Part 2 of this interview will be available Monday, August 23, 2010.

Source: ClientInsights.ca

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