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How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp’s John Chu

The Energy Report: How have the collapses in the prices of oil and natural gas affected the fertilizer sector? John Chu: Natural gas is an important feedstock for nitrogen-based fertilizers—up to 50% of the production cost. This means higher margins. Fuel and lubrication-related costs account for 10–12% of farmers’ operating expenses. Lower fuel prices result […]

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Why Hallgarten’s Chris Ecclestone Is Staying Long in the Mining Sector

The Gold Report: In the December 2014 edition of the Hallgarten & Co. Model Mining Portfolio, you outlined some reasons for investors to be cheerful. Please share some. Chris Ecclestone: The first is the oil price. The mining space has been afflicted with capital and operating expenditure inflation for 10 years. One of the most

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Will Warren Buffett Really Let This Deep Value Slip By?

Will Warren Buffett Really Let This Deep Value Slip By? By Jeff Clark, Senior Precious Metals Analyst Right now, even the staunchest gold investors are weary of the years-long drubbing the gold price has taken since its $1,921 peak in August 2011. Whether the frustrating experience is the work of a market-rigging conspiracy, government manipulation

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