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:
- The underlying demand for potash as a commodity
- The qualities that make Potash Corp attractive to global mining players
- The extent to which BHP’’s bid is “fully priced” compared to similar offers in the past
- The chances of other bidders emerging – and BHP’s ability to increase its bid
- The impact of Potash Corp’s sale on other potash producers
- The likelihood of the Canadian Government intervening to block this sale
- The future for Potash Corp
Part 2 of this interview will be available Monday, August 23, 2010.
Source: ClientInsights.ca
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