RE:RE:RE:50Mtpy Scenario ... NPV after-tax US$ billion 13.54
Aton wrote: I think you are wrong, Verde is already working on the 50Mtpy project as you can see from yesterday's PR. Even if it's 5-10 years away this is value for the company today. The institutional investor can put this into spreadsheets and see value coming further away. Just because you only look 3-6 months doesn't mean that every investor is an idiot.
And this project makes so much sense for Brasil, why import bad fertilizer that slowly destroys the soil when you have the best of the best fertilizer domestically.
I think this 50Mtpy project is HUGE NEWS for Verde that is going to explode the SP going forward.
you're free to think whatever you like. That's what makes a market.
I'm exceptionally pleased with the company's progress thus far. This well above average MOP pricing environment offers Verde their "dream scenario" to discount/incentivize and tempt farmers to switch and trial a little kforte or baks and potentially gain a "convert", however, Verde is David in this David and Goliath story. While the NR was a good sign of the company ticking the boxes for future studies to possibly one day undertake the 50Mtpa project, the market justifiably snoozed on the news. If they accomplish just the 10Mtpa PFS scenario and can successfully scale up just to that level of production demand within the next 5 years, I will consider myself to be one helluva a lucky investor to have stumbled onto this company years ago during the doldrums. Just my take.