RE:RE:RE:RE:Chit ChatAn investor on another board (who was the one to advise me earlier that I take some other exuberant projections on Verde with a grain of salt, given the boom/bust nature of some markets) said to me today:
new guidance is great but revenue per ton barely budged despite ongoing record potash prices. It appears they’re going to stick with the conservative $500CFR potash base price and wow the market by blowing out quarterly guidance. My calculations are they could do closer to $2 earnings this year based on kforte has been priced in Q1.