DRRSF
Saudi Oil Seized, Prices Skyrocket
Nick Hodge Photo By Nick Hodge
Written Wednesday, June 14, 2017
Two giant ships of oil were just seized by government officials in Panama and South Africa. They came from Saudi Arabia.
In all likelihood, several more shipments will be seized.
And the world may stop accepting Saudi oil altogether.
The price of oil has doubled in hours. Investors who saw this coming
and correctly positioned themselves are reaping the profits.
None of that happened... at least with oil.
But it is happening with another critical resource you never think about: phosphate. Which is crucial to the global food supply.
A few weeks ago, a shipment of 54,000 tonnes of phosphate was seized in South Africa. Officials say it was illegally mined in the Western Sahara and was on its way to New Zealand.
The single shipment accounts for 13% of New Zealand's annual phosphate needs. To make up the difference it will bring in other phosphate shipments to keep farmers supplied.
Right after that, another phosphate shipment was seized. That one was headed to Agrium (NYSE: AGU) in Canada. The Danish vessel carrying it was seized in the Panama Canal under suspicion of being mined by the Moroccan government in the Western Sahara, which it has under military control.
Phosphate Seizure
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It’s long been known that large fertilizer companies like Agrium and Potash (NYSE: POT) have sourced phosphate from the geopolitically sensitive Western Sahara. It seems that situation may now be coming to a head.
Make no mistake: This area of the world is 4X more important to phosphate than Saudi Arabia is to oil.
And yet you hear nothing about it.
Serious supply and jurisdictional challenges are mounting in the phosphate industry. Two shipments have been seized. More seizures are likely.
There will be reverberations. And I expect them to be positive for Arianne Phosphate (TSX-V: DAN)(OTC: DRRSF), which has a fully permitted, high-quality phosphate project right here in safe North America.
Arianne’s world-class, fully-permitted phosphate project is in mining-friendly Quebec.
It will be a mine because the world needs to eat.
And it will eventually be valued much higher than it is today — sooner rather than later if these geopolitical tensions persist.
Arianne Phosphate Deserves a Look
After sliding from C$1.20 to C$0.70 over the past year, Arianne seemingly reached a point where it was simply undervalued.
It tested the low C$0.70s in December 2016 and again early this year, and has bounced off that level each time.
The company owns arguably the best undeveloped phosphate asset in the world. It’s high-grade, premium hard rock that fetches a premium in the market. It’s in a safe jurisdiction. And it’s fully permitted and ready to go.
Until recently, the company was in the so-called “boring” stage of development where it was getting final permitting and putting all the pieces in place in the background to make a go of putting the Lac a Paul project into production.
But now things are heating up. In the last few months, Arianne has brought on a series of some of the highest-quality firms in the world to assist with consulting, financing, engineering, infrastructure, and construction, including Rio Tinto, Hydro-Quebec, Constructions Proco, ABB, SNC-Lavalin, and Cegertec.
It's also signed a memorandum of understanding with FLSmidth, a world leader in phosphate processing technologies globally, to provide all production equipment and engineering for the future plant.
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The quote from CEO Brian Ostroff is spot on:
"The process of bringing Lac a Paul into development and unlocking the enormous economic value for our shareholders and stakeholders continues to move forward. This is not just Arianne alone anymore and, when taken in conjunction with other recent announcements that have involved major global players, one can see the interest by many in getting this project done.”
Not only do Arianne and its world-class partners want the project done, so does the government of Quebec because of the jobs and other economic benefits it will provide.
Its 2013 Feasibility Study (FS) showed a Net Present Value (NPV) of US$1.9 billion at an 8% discount rate, a 20.7% IRR before taxes, and a 4.4-year capital payback.
The stock trades with just a C$88 million market cap — just 3% of the net present value of the project it 100% owns.
I think the market is simply unaware, or has forgotten, about the asset. That would have been easy to do over the past few years given the wider concerns over the agriculture market in general.
But the world will always need to eat. And the phosphate market in particular is important for that. Plus, many of the world’s phosphate assets are in unstable regions.
The market will come to value Arianne properly.
Call it like you see it,
Nick Hodge Signature
Nick Hodge
follow basic@nickchodge on Twitter
Nick is the founder and president of the Outsider Club, and the investment director of the thousands-strong stock advisories, Early Advantage and Wall Street's Underground Profits. He also heads Nick’s Notebook, a private placement and alert service that has raised tens of millions of dollars of investment capital for resource, energy, cannabis, and medical technology companies. Co-author of two best-selling investment books, including Energy Investing for Dummies, his insights have been shared on news programs and in magazines and newspapers around the world. For more on Nick, take a look at his editor's page.
*Follow Outsider Club on Facebook and Twitter.
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The "New Normal" is Utter Nonsense
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The End of Globalism: America Bows Out – The Dollar Dies
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Outsider Club, Copyright © 2017, Angel Publishing LLC & Outsider Club LLC, 111 Market Place #720, Baltimore, MD 21202. For Customer Service, please call (877) 303-4529. All rights reserved. View our privacy policy here. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. Angel Publishing and Outsider Club does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. This letter is not intended to meet your specific individual investment needs and it is not tailored to your personal financial situation. Nothing contained herein constitutes, is intended, or deemed to be – either implied or otherwise – investment advice. Neither the publisher nor the editors are registered investment advisors. This letter reflects the personal views and opinions of Nick Hodge and that is all it purports to be. While the information herein is believed to be accurate and reliable it is not guaranteed or implied to be so. Neither Nick Hodge, nor anyone else, accepts any responsibility, or assumes any liability, whatsoever, for any direct, indirect or consequential loss arising from the use of the information in this letter. The information contained herein is subject to change without notice, may become outdated and may not be updated. Nick Hodge, entities that he controls, family, friends, employees, associates, and others may have positions in securities mentioned, or discussed, in this letter. No part of this letter/article may be reproduced, copied, emailed, faxed, or distributed (in any form) without the express written permission of Nick Hodge or the Outsider Club. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law.
Saudi Oil Seized, Prices Skyrocket
Nick Hodge Photo By Nick Hodge
Written Wednesday, June 14, 2017
Two giant ships of oil were just seized by government officials in Panama and South Africa. They came from Saudi Arabia.
In all likelihood, several more shipments will be seized.
And the world may stop accepting Saudi oil altogether.
The price of oil has doubled in hours. Investors who saw this coming
and correctly positioned themselves are reaping the profits.
None of that happened... at least with oil.
But it is happening with another critical resource you never think about: phosphate. Which is crucial to the global food supply.
A few weeks ago, a shipment of 54,000 tonnes of phosphate was seized in South Africa. Officials say it was illegally mined in the Western Sahara and was on its way to New Zealand.
The single shipment accounts for 13% of New Zealand's annual phosphate needs. To make up the difference it will bring in other phosphate shipments to keep farmers supplied.
Right after that, another phosphate shipment was seized. That one was headed to Agrium (NYSE: AGU) in Canada. The Danish vessel carrying it was seized in the Panama Canal under suspicion of being mined by the Moroccan government in the Western Sahara, which it has under military control.
Phosphate Seizure
Advertisement
The #1 Ingredient in Lithium-Ion Batteries Isn’t Lithium...
In fact, more than 80% of the battery is made from one rare resource — a material I call “Pure Carbon.”
These batteries power every cell phone, laptop, and electric car — as well as submarines, battleships, even spaceships — creating a rapidly-growing $41 billion market.
All of this demand is driving prices for Pure Carbon skyward...
We’ve found an “insider” opportunity that could generate 826% profits off of this one rare resource.
And that’s just the beginning... you could easily earn 10x... 15x... even 20x times your money on demand that just won’t stop.
Click here to learn more.
It’s long been known that large fertilizer companies like Agrium and Potash (NYSE: POT) have sourced phosphate from the geopolitically sensitive Western Sahara. It seems that situation may now be coming to a head.
Make no mistake: This area of the world is 4X more important to phosphate than Saudi Arabia is to oil.
And yet you hear nothing about it.
Serious supply and jurisdictional challenges are mounting in the phosphate industry. Two shipments have been seized. More seizures are likely.
There will be reverberations. And I expect them to be positive for Arianne Phosphate (TSX-V: DAN)(OTC: DRRSF), which has a fully permitted, high-quality phosphate project right here in safe North America.
Arianne’s world-class, fully-permitted phosphate project is in mining-friendly Quebec.
It will be a mine because the world needs to eat.
And it will eventually be valued much higher than it is today — sooner rather than later if these geopolitical tensions persist.
Arianne Phosphate Deserves a Look
After sliding from C$1.20 to C$0.70 over the past year, Arianne seemingly reached a point where it was simply undervalued.
It tested the low C$0.70s in December 2016 and again early this year, and has bounced off that level each time.
The company owns arguably the best undeveloped phosphate asset in the world. It’s high-grade, premium hard rock that fetches a premium in the market. It’s in a safe jurisdiction. And it’s fully permitted and ready to go.
Until recently, the company was in the so-called “boring” stage of development where it was getting final permitting and putting all the pieces in place in the background to make a go of putting the Lac a Paul project into production.
But now things are heating up. In the last few months, Arianne has brought on a series of some of the highest-quality firms in the world to assist with consulting, financing, engineering, infrastructure, and construction, including Rio Tinto, Hydro-Quebec, Constructions Proco, ABB, SNC-Lavalin, and Cegertec.
It's also signed a memorandum of understanding with FLSmidth, a world leader in phosphate processing technologies globally, to provide all production equipment and engineering for the future plant.
Advertisement
Trump’s “Nuclear Codes” Found on Slip of Paper...
On a small slip of paper, I hold Trump’s “Nuclear Codes,” which he could punch in at any moment.
The time would be now, as Russia stockpiles weapons... attacks on Syria have already been launched... and North Korea is wheeling out missiles...
What’s on this slip of paper could be Trump’s next big move as he expands military spending.
Everything you want to know — click here.
The quote from CEO Brian Ostroff is spot on:
"The process of bringing Lac a Paul into development and unlocking the enormous economic value for our shareholders and stakeholders continues to move forward. This is not just Arianne alone anymore and, when taken in conjunction with other recent announcements that have involved major global players, one can see the interest by many in getting this project done.”
Not only do Arianne and its world-class partners want the project done, so does the government of Quebec because of the jobs and other economic benefits it will provide.
Its 2013 Feasibility Study (FS) showed a Net Present Value (NPV) of US$1.9 billion at an 8% discount rate, a 20.7% IRR before taxes, and a 4.4-year capital payback.
The stock trades with just a C$88 million market cap — just 3% of the net present value of the project it 100% owns.
I think the market is simply unaware, or has forgotten, about the asset. That would have been easy to do over the past few years given the wider concerns over the agriculture market in general.
But the world will always need to eat. And the phosphate market in particular is important for that. Plus, many of the world’s phosphate assets are in unstable regions.
The market will come to value Arianne properly.
Call it like you see it,
Nick Hodge Signature
Nick Hodge
follow basic@nickchodge on Twitter
Nick is the founder and president of the Outsider Club, and the investment director of the thousands-strong stock advisories, Early Advantage and Wall Street's Underground Profits. He also heads Nick’s Notebook, a private placement and alert service that has raised tens of millions of dollars of investment capital for resource, energy, cannabis, and medical technology companies. Co-author of two best-selling investment books, including Energy Investing for Dummies, his insights have been shared on news programs and in magazines and newspapers around the world. For more on Nick, take a look at his editor's page.
*Follow Outsider Club on Facebook and Twitter.
Advertisement
A groundbreaking technology poised to disrupt the entire solar industry...
A material that more than doubles the efficiency limit of silicon...
The patents behind it all...
And the tiny, $0.15 stock with exclusive rights to its production.
tce-tiny-dots-video-preview
Point blank: this is NOT an opportunity you want to miss.
Sprott_Symposium_2017_550x68
Enjoy reading this article? Click here to like it and receive similar articles to read!
Browse Our Archives
The "New Normal" is Utter Nonsense
Two Base Metals Companies That Stand Out
A Dire Warning From the Bear the Pros Secretly Love
The End of Globalism: America Bows Out – The Dollar Dies
Trump's Shadow Cabinet
This email was sent to fretzy11@yahoo.ca . It is not our intention to send email to anyone who doesn't want it. If you're not sure why you've received this e-letter, or no longer wish to receive it, you may unsubscribe here, and view our privacy policy and information on how to manage your subscription.
To ensure that you receive future issues of Outsider Club, please add ww-eletter@angelnexus.com to your address book or whitelist within your spam settings. For customer service questions or issues, please contact us for assistance.
Outsider Club, Copyright © 2017, Angel Publishing LLC & Outsider Club LLC, 111 Market Place #720, Baltimore, MD 21202. For Customer Service, please call (877) 303-4529. All rights reserved. View our privacy policy here. No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. Angel Publishing and Outsider Club does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. This letter is not intended to meet your specific individual investment needs and it is not tailored to your personal financial situation. Nothing contained herein constitutes, is intended, or deemed to be – either implied or otherwise – investment advice. Neither the publisher nor the editors are registered investment advisors. This letter reflects the personal views and opinions of Nick Hodge and that is all it purports to be. While the information herein is believed to be accurate and reliable it is not guaranteed or implied to be so. Neither Nick Hodge, nor anyone else, accepts any responsibility, or assumes any liability, whatsoever, for any direct, indirect or consequential loss arising from the use of the information in this letter. The information contained herein is subject to change without notice, may become outdated and may not be updated. Nick Hodge, entities that he controls, family, friends, employees, associates, and others may have positions in securities mentioned, or discussed, in this letter. No part of this letter/article may be reproduced, copied, emailed, faxed, or distributed (in any form) without the express written permission of Nick Hodge or the Outsider Club. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law.
