RE:RE:Who can produce SOP for $130/ton?????Dusoft.... nothing changed...rather they added...
A year ago at PDAC I sat and listened to FARHAD talk about the project and also the SOP and how they also planned to develop this resource.
The MOP is moving ahead with financing planned for end of Q2 ...now that they have all required testing done as required by the lenders.
Also moving forward is the SOP (phase 2). They are escallatign this plan due to the demand and the opportunity and also based on the results they saw from YARA's testsing if I am correct.
Now take a look at the Allana MArch presentation and you will see several slides on the SOP. Pg 20 - OPEX / mt....lowest... Pg 21 SOP CAPEX..... Pg 22.... CAPEX/MT.... You will see Allana comes in the lowest ... https://allanapotash.com/_resources/presentations/presentation.pdf
So with this in mind.... ask yourself..."Who's lined up at the door?".... Who is looking for a partnership here??
Your post below is fear...nothing more...and a traders attempt to keep driving it lower to reload.... you make it sound like Allana's SOP PEA was worthless and the MOP is dead in the water.... Anyone with half a brain can read the news updates and understand that the traders are playing games as usuall here...
So question... "What will happen when news is released as per above and Allana structures the SOP as per their consultants advice"...????
Time will tell right??
dusoft wrote: Hi Justme,
What matters is what it takes to produce this SOP i.e. 800million $$.
Did it ever occur to you why Allana did not speak to Yara before Sanik or signing up with ICL?
Did it occur to you why Allana started chnaging the business case to SOP after realizing what Yara is doing ?
What matters is how can Allana create a new baseline for stock after giving up so cheaply to ICL at 0.48cents. It is suppose to be a premium price so expect the stock not cross 0.42cents resistence for a long time.
You prpbably earn less than slaries your company is paying through your $$ to it's top 15 employees.