We’ve written extensively here and in
Canadian Edge
about the global resource boom that sustains the economy up north and
provides compelling stories for investors. So the headline “Sprott
Hedge Fund IPO May Signal Top of Canada Commodity
rally” on a May 5
Bloomberg story caught our attention.
The CAD2.1 billion
Sprott Canadian Equity Fund,
Sprott Asset Management’s
flagship, has returned 28 percent annually for the past decade, a track
record that reflects excellent junior resource
stock picking. Sprott
Asset Management’s entire line of mutual funds and hedge funds have
benefited from soaring prices for oil, gold and other metals.
Eric Sprott has earned a reputation as a guy who knows how to maximize opportunities. Sprott founded what’s now
Cormark Securities
in 1981 before selling the securities
broker to employees and devoting
his efforts entirely to Sprott Asset Management in 2001. As first
reported in mid-April, Sprott Asset Management is offering up to 15
percent of itself to the public, with the shares expected to hit the
street May 8.
Sprott Asset Management oversees CAD6.9 billion
in mutual funds and hedge funds. It plans to sell as many as 23 million
shares, according to the sale documents. The founder's 78 percent stake
would be worth about CAD1.17 billion at a CAD10-a-share
offer price.
That
the initial public offering (IPO) comes as oil tops USD120 per barrel
strikes at least a couple analysts as ominous. The CAD230 million IPO
reminds Stephen Jarislowsky, CEO of Montreal-based
Jarislowsky Fraser, of the June 2007 share sale by
Blackstone Group, which preceded a 56 percent decline in US mergers and acquisitions activity.
“When the LBO firms went public, the next day, the game was up,” said Jarislowsky to
Bloomberg.
“Why is he going public? If it's going that well, why would you let
anybody in on it? Why doesn't he just sell to his partners?”
Said Greg Eckel of Toronto-based
Morgan Meighen & Associates, “[Sprott’s] built his brand, he’s built his name. I guess my worry is, is this is an indicator of a peak?”
“Peak”
is the word, but it’s relevance as far as Sprott’s motivation is best
understood by reading his April commentary. Sprott, one of the most
adamant, articulate advocates of the peak oil theory among high-profile
money runners, writes:
Our main argument, and the argument
of those who are expert on the subject, has always been that, at its
core, Peak Oil is all about the decline rate of producing conventional
oilfields. The reality of decline rates, which we estimate average
somewhere around 8% per year for conventional production, impose a
mathematically insurmountable hurdle to the prospects for continually
rising oil supply. It’s just not in the cards to overcome the loss of 6
million barrels per day of production each and every year when
significant discoveries just aren’t there to make up for the shortfall,
let alone contribute to rising global production. Peak Oil is set in
stone – the question is not if, but when…
In a similar vein, Saudi Arabia’s King
Abdullah, in a recent speech, suggested that he wants to preserve the
nation’s oil wealth for future generations, saying “Let them [oil
reserves] remain in the ground for our children and grandchildren who
need them.” This, by our thinking, would be a smart move. After all,
under a Peak Oil scenario, oil will be a much more valuable commodity
in the future than it is now even at today’s record prices.
It’s worth a read:
Peak Oil: Alive and Well.
That the Sprott Asset Management IPO indicates a peak in the commodity
cycle may be borne out in some “post hoc, ergo propter hoc” sort of
way, but the key from an investor’s perspective is that it’s a
short-term top.
A couple other deals provide some insight into Sprott’s long-term outlook.
Sprott Resource Corp (TSX: SCP), which is managed by an affiliate of Sprott Asset Management, and
Lara Exploration
(TSX V: LRA) have signed a letter of intent to form a strategic
alliance targeting phosphates, potash and other fertilizer feedstock
minerals outside Canada.
Sprott Resource will provide up to CAD3
million in initial seed capital in the venture, including CAD500,000 in
the first year, with Lara acting as operator to seek acquisitions and
undertake exploration. Sprott Resource and Lara first linked up for the
Mantaro phosphate project in Peru, one of the largest undeveloped
phosphate deposits on the Pacific Rim.
Sprott Resource has also hammered out a joint venture with
Altius Minerals Corp
(TSX: ALS) to explore for potash in the St. George’s Basin of
southwestern Newfoundland. The St. Georges project consists of 1,400
claims (35,000 hectares) that cover four primary target areas for
potash deposits.
Under the agreement, Sprott Resource may earn
up to a 60 percent interest in the St. George’s project by spending
CAD2.5 million over four years, subject to an underlying 2 percent
gross
sales royalty retained by Altius.
Fertilizer is in high demand, and Canada has a lot of one of the key ingredients, potash.
Canpotex, the marketing and distribution company wholly owned by
Potash Corp of Saskatchewan (NYSE: POT, TSX: POT), Alberta-based
Agrium (NYSE: AGU, TSX: AGU) and Minnesota-based
The Mosaic Co (NYSE: MOS), negotiated a USD576-per-ton price with China for 2008 potash, up from USD176 per ton in 2007.
The
stocks have run like crazy. Potash Corp, which is up 37 percent in 2008
and 135 percent in the trailing 12 months, recently surpassed energy
giant
EnCana (NYSE: ECA, TSX: ECA) as the biggest Canadian company by
market capitalization.
The
supply/demand profile is clearly in Potash Corp, et al.’s, favor. April
meetings of the International Monetary Fund in Washington, DC, quickly,
surprisingly turned from the global credit crunch to the international
food crisis, riots have broken out, and
Wal-Mart
is rationing rice. Boosting crop yields has become an urgent topic of
discussion, and fertilizer is a key part of making it happen.
We’ve
had interesting water-cooler debates about food, fertilizer and potash
recently, and much of that discussion has made its way to this space.
Potash Corp is a typical “
put itself in position to benefit from good
fortune” company. Management is focused and controls costs; this, on
top of the favorable fundamentals, makes it a good business.
That’s
the answer to the threshold question. Our internal debate has centered
on the value question: Is Potash Corp specifically too expensive at
these levels?
Here’s the relevance: Sprott made his bones and
his billions betting on junior resource companies, the ones that look
for and find the stuff necessary to make economies go. He, or at least
another company with his name on it, sees value in a small fertilizer
explorer. This is a bet on the long-term food story.
Crude is
expensive, and it will pull back. Potash is expensive, and investments
related to it will pull back as well. But the forces set in motion by
Asia’s rapid rise—a growing middle class means more cars, which require
more oil to be refined into gasoline, and more meat consumption, which
requires a lot of feed, which requires higher crop yields—are
impossible to reverse.
This is a long-term story.
It’s Better to Laugh…The solution to the real estate problem:
corngages.
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Roger Conrad
Roger S. Conrad is
editor of Utility Forecaster, the nation’s
leading advisory on essential services stocks, bonds and preferred stocks. His
proprietary safety rating system evaluates the prospects of every significant
electric, natural gas, telecommunications and water company, including
utility-based mutual funds and foreign utilities. Roger’s penchant for detailed
research and his studied insights into utilities markets have garnered him a
wide audience of subscribers—not to mention a bevy of industry awards for his
perceptive reporting, commentary and investment advice.
He brings the same
enthusiasm and intelligence to Roger Conrad’s Canadian Edge,
an Internet-based publication devoted to uncovering lucrative investment
opportunities in Canadian royalty trusts. Roger’s exhaustive coverage of how
recent changes to Canada’s tax laws will affect these companies has earned him
a reputation as one of the leading authorities on Canadian trusts. Subscribers
and the national media often contact him for information on the latest economic
developments and investment opportunities north of the border.
Roger is also
associate editor of Personal Finance and co-editor of Vital Resource
Investor, a subscription-based service that seeks opportunities for equity
investors in the natural resource markets across the world.
He holds a bachelor’s
degree from Emory University and a master’s degree in international management
from the American Graduate School of International Management (Thunderbird). In
addition, he is the author of Power Hungry: Strategic Investing in
Telecommunications, Utilities and Other Essential Services and coauthor of The
Agile Investor and Market Timing for the Nineties with Stephen Leeb.
He is also an avid outdoorsman and baseball fan.
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