RE: RE: RE: RE: Analyst report out!!!!! Too funny eh O...
cadaver...I suggest you belly up too the kool aid stand with your posts
Hey O did you see that report from BMO...whoa hoo nelly
Put simply, they think that the economics of Jansen are not attractive. Using a potash price of US$450 a tonne (just below current levels), they projected an internal rate of return (IRR) for Jansen of just 10%. To get to a more reasonable IRR of 12% to 15%, they calculated that a “lofty” long-term price of at least US$600 would be required.
The problem is that building Jansen could put pressure on prices, because it would bring more product into a market that is already well supplied right now. Mr. Jackson and Mr. Robson believe that potash demand is adequately covered out to the mid-2020s without Jansen. And while they wrote that the decision to build Jansen can be justified by taking a much longer-term view and focusing on the period beyond 2025, they noted that is “inherently riskier” because of the forecasting challenges
Well if that doesn`t make you toss your cookies... nothing will....have another shot o kool aid kidz
fertiman...yous dumb...lool
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