RE:RE:Q3Nice to see so many well thought out posts leading up to the all important Q3 release.
One anecdotal insight I wanted to add is that most of the YouTube testimonials are with coffee farmers and the investor letter shows this commodity requires the most k forte (3 tonnes per hectare), so depending on the new and existing farmer expansion of k forte usage on coffee farms, this could be quite meaningful. Agreed on the meh to yeehaw scale Pedro - that gave me a chuckle.
If growth continues to be strong into year end then I think the PFS phased goals come more into play. With the 5M tpy permits now pending, my hope is the company announces at year end a phased production capacity expansion plan beginning next year with the ability to produce 2 - 2.5M tpy prior to Q3 2022 and 4 - 5M tpy prior to Q3 2023, keeping production capacity ahead of demand. If we assume a doubling of sales each year from say 250K this year then it is plausible by 2025 the phase 2 target could be within reach. Merely conjecture at this early stage but that has been my loose expectation (phase 2 by 2025 to 2027) if indeed this product continues to prove itself to be a worthy replacement for potash.