RE:RE:Annual results are outEven if prices keep rising for 2 years, that's how long it'll take KRN to get financing (actually longer, at this rate). Then the construction another few, and voila, back to square 1. By that point everybody else will have ramped up production like crazy, Belarus will be back online, and supply will outpace demand again. And to top it off, share count will have been further diluted to keep the lights on.
I'm not worried about share price in the short term, you are right that if anything it'll be favorable. I'm thinking of long term prospects, I usually don't like playing hot potato which is what this stock is going to be.