RE:RE:RE:RE:RE:RE:Npv of deposit Why on earth are you using your own falsely calculated CO2 tons when the company has already provided them?
"up to 300,000 tonnes of carbon credit annually via its existing production facilities". Current production capacity is 3Mt while fully permitted production is 2.8Mt. So, current permits limit them to "up to" 280Kt. However, we still do not have a completed Life cycle analysis, which likely reduces that number.
Also, I know my argument falls on deaf ears amongst the hyper bulls on this board but just to counter all this 25M and 50M production nonsense for rational minded investors, the growth rate last year was 57% to 628Kt. Do the math on getting to 50Mt with that growth rate. They are growing this business by convincing one farmer at a time to switch from a trusted conventional product that has served farmers for generations.
To be clear, I've been long this stock for many years and I am not saying the potential isn't huge but this is going to take many years. The carbon market opportunity is coming along at an incredibly ideal time with low potash prices and cash-strapped farmers but the devil will be in the final details not in a rather promotional NR.