TSXV:AAA.P - Post by User
Comment by
JR__Ewingon Aug 21, 2013 8:59pm
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Post# 21688164
RE:White swans..
RE:White swans..Thanks Geneve. The weather was nice, the beach (and the ladies) was amazing, but there were too many tourists. I go there every 5-6 years and it gets worse everytime.
I'm still hoping we get an update soon about Yara's project in Ethiopia. Yara did a presentation yesterday and they mention that they buy about 1.9MTPY in potash (see p.27 below). I don't know if their project is economically viable but they could surely could get this 1.9 MTPY by buying Allana.
https://www.yara.com/doc/87910_2013-08-20%20YAR%20Copenhagen%20presentation%20Danske.pdf
I want a bidding war between ICL and Yara like the one between Cameco and Rio for Hathor in 2011 (https://www.theglobeandmail.com/globe-investor/cameco-bows-out-of-hathor-bidding-war/article4252653/)