TSXV:AAA.P - Post by User
Comment by
Fertimanon Sep 22, 2014 5:01pm
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Post# 22959855
RE:RE:SOP and Yara
RE:RE:SOP and YaraEthan thank you for the feedback. I see we are thinking along the same lines...
You are correct in that power is a limiting factor... It will be interesting to see what influence Nejib has with bringing in power into the region, although I believe the govt will look at the power requirements for the entire basin.
Currently Allana is still only looking at diesel. I wonder if anyone asked the question to the managment group about the power? As I see it the power could hold Allana back to mmt production, but with the SOP announcement possibly something is going on here?
Ethanbrodie123 wrote: This is why the PEA of the SOP in Allana could be a real game-changer. I also believe that the SOP is closer to the surface on Allana's property than on yara's. Not only are the chemical components are naturally present but it is very shallow and they can use evaporation. Combine this with the synergies of having the mop and sop together on the same lease and you have a possible "Lowest cost SOP producer in the world" I strongly expect Yara, Allana, ICL to try and get the gov of ethiopia to bring in either rail, power or both when both projects have the capital raised for the porjects. Then it is no question Allana would be the lowest cost producer in the world. In my opinion of coarse.