forecasts: kcl open <200 usd/t , price to double thermopotash energy cost per tonne ( see TK PEA) is under $20 . Potash need to have a kcl density of 5 times that of TK. the cambridge process requires a temperatur of 1000K, less than TK 's 1200K. So maximum energy cost for KCL will be 5x20 = $100/tonne. The rest (non-energetical) opex should be less than 100/t ( see AAA.TO PEA, they got opex at 70/t , using solution and evaporation mining similar to NPK'S)
Conclusion : the opex for KCL should be under $200 usd/tonne. which will create a huge margin of profit since potash sells for 650 in brazil .
net cash flow = 5 millions tonne brazil's consumption *(650-200) = + 2 billions USD per YEAR.
What about stock price? Potash prices are controlled by pseudomonopoly, which have all the interest in the world to acquire NPK a.s.a.p. A fast doubling of stock price if all but certain .