First Tidal Acquisition Corp T.AAA

RE:Patience...

[Fertiman]

Excellent summary here..... Good to see we have the odd good poster here left.... Not that last week's presentation by Uralkali stated demand is at a10 year high.... They estimate 2014 will see 6 mmt additional potash sold.... To achieve 59-60mmt.... Patience... All this talk about bad drill results. Yes, Sylvinite is what they are after and to a lesser extent Carnallite, no question. Kaintite, while containing Potassium, has Potassium to a lesser extent than Sylvinite and Carnallite and its deeper so its more costly to solution mine and separate. Yes, results could have been better than expected with Sylvinite but in a way, this only reaffirms what AAA already have in terms of resources. If inferred resources prove up, Allana can produce 2 million tonnes for 50 years from Sylvinite alone and this may not square with investors who are looking into ELM (twice the Sylvinite resource as AAA in the Congo), but the big thing to note with Allana is that they have the lowest production cost per tonne of the bunch and this has me tweaked as an investor (page 11): https://www.proactiveinvestors.com/genera/files/sponsor_files/elm_ir_presentation_june_20122.pdf The risk in bringing new mines into production isn't so much the Capex (unless rates are high, then its a problem) as it is the cost of production along with demand. Should demand fall for whatever reason, the market place will come down to cost of production and Allana beats them all. Their size of Sylvinite resource along with shallow Sylvinite seams (operational advantages), geographical location (near coastal port and Asian markets) give Allana a major cost of production advantage over their competitors. Worry over demand is a common theme here. East Indian government subsidies ending, Chinese rivers polluted and drying up, sure, but what about the rest of Asia? What about nations like Brazil who are expected to near double imports over the next 12 years? Unless the world solves its energy needs or shrinks in population growth, demand will come. Worry of financing is common here too. Why worry? Revisit their August 26th news announcement and relax. My thoughts are January is when they will announce financing details, as well as off takes. This is a stock to hold for 3 months minimum. If they bottom at .35, it wouldn't surprise me. It would at .32 and it would shock me at .28 or less but if it does who is going to sell there? If anything, buy more. If readers already own where its at, relax regardless of where this stock bottoms and give it time. Allana is a winner. I've already speculated where it will bottom. What do we talk about from here? Selling at the top along with the numbers... always the numbers. Read more at https://www.stockhouse.com/companies/bullboard/t.aaa/allana-potash-corp?postid=21871925#LmXFBCoJC2I05rq8.99