Interesting Globe and Mail article with Industrial Alliance analyst[url=https://www.theglobeandmail.com/globe-investor/investment-ideas/potash-bargain-bin-for-risk-lovers-only/article13540908/]Linky[/url]
"He has “speculative buys” on both IC Potash and EPM Mining Ventures (he doesn’t cover Potash Ridge), saying the two “remain strong investment opportunities, as the SOP market dynamics are completely different and not dependent on the global cartel that controls the MOP market."
He also estimate that the "news could reduce SOP pricing from $600 a tonne to $500 a tonne, which should still be a “healthy profit margin” if the companies produce at an expected cost per tonne of $150 to $250.".