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Paul Gerwe

Paul Gerwe. Business Model. Two segments Salt Specialty fertilizers Parent company N.A. Salt Company Sifto Great Salt Lake Minerals Corp. D Salt Union DeepStore Pristiva Big Quill Resources. Economic Moat. Pricing advantages Oligopoly Low cost Mines Access to waterways

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Paul Gerwe

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  1. Paul Gerwe

  2. Business Model • Two segments • Salt • Specialty fertilizers • Parent company • N.A. Salt Company • Sifto • Great Salt Lake Minerals Corp. • D • Salt Union • DeepStore • Pristiva • Big Quill Resources

  3. Economic Moat • Pricing advantages • Oligopoly • Low cost • Mines • Access to waterways • Solar Evaporation Facility • Production of SOP

  4. Salt Segment Industry

  5. Fertilizer Segment Industry

  6. Fertilizer Segment Competitors

  7. Valuation • Last traded: $71.35

  8. Why We Should Buy • Strong internal signals – dividends raised • Wide moat • Cyclical hedge • Competition – oligopoly pricing • My position

  9. Sources • Bloomberg Terminal • www.morningstar.com • www.finance.yahoo.com • www.valueline.com • www.sec.gov/edgar • www.compassminerals.com

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