First Tidal Acquisition Corp T.AAA

RE:Perfect Storm Brewing?

[Fertiman]

Perhaps Agrium's new mine upgrade will take up some of the slack here?  Still 62 mmt means a larger market...

Fertiman wrote: This is a good read... If the Uralkali mine is lost 30% of their production is gone.  Right now I say 50%, but time will tell.

Regardless note the 62 million projection up from the 60 million.  That's 2 million tons or two Allana's this year alone.  The bashers say the market is saturated but I say not.  We have the emerging South American market as well as Africa itself.  SE Asia looks to be very hot...

That's for MOP....SOP on the otherhand is a different beast with SOP selling for $720 / ton in China.  Demand is tight for SOP and Allana's property reserves represents 75% of their holdings.  This is what I see as a potentially possitive turn for Allana.  They are unique in the potash greenfields as they have a potash major as a partner with mining experience and a massive SOP reserver that could very well be a new low cost SOP solution mining process.   Let's see what happens??

https://www.wallstreetdaily.com/2014/12/01/potash-mine-accident/

Russian Potash Mine Accident Boosts Prices

It now says that potash demand for this year will hit 62 million mt. That figure is higher than Uralkali’s 60-million-mt projection, which in turn was raised only a few months ago from between 56 million and 58 million mt. K+S said demand in South America and Asia were particularly robust.

Chile’s Sociedad Quimica y Minera de Chile (SQM) also climbed aboard the bandwagon in November. It lifted its potash demand forecast and pointed to “some price recovery.”