There's a saying that old love never rusts. James West might have broken it off with the gold space for a while, but he always knew he'd be back when the time was right. In this interview, West talks about what has convinced him to start shopping for gold stocks again.
China and India have high-priority national mandates to get a piece of the potash action in what is now being dubbed as Saskatchewan’s Pink Gold Rush. Both emerging superpowers are anxious to lock-in long-term supplies by partnering-up with smaller players.
There's a global macro theme - "Feeding the World" - and certainly longevity to the potash story. Miners are looking to enter the business, or expand existing operations, as they look for demand from developing nations such as China, India and Brazil.
As potash prices reach their highest levels, uranium prices have suffered. But the host of Ahead of the Herd online and editor of the Ahead of the Herd newsletter believes the prospects for both industries are bright.