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Gensource Potash Corp AGCCF


Primary Symbol: V.GSP

Gensource Potash Corporation is a Canada-based fertilizer development company. The Company is focused on developing resource opportunities with a specific focus on potash development. The Company operates under a business plan that has two key components: vertical integration with the market to ensure that all production capacity built is directed, and pre-sold, to a specific market, eliminating market-side risk; and technical innovation, which allows for a modular and economic potash production facility, which demonstrates environmental leadership within the industry, producing no salt tailings, therefore eliminating decommissioning. Its projects include Tugaske Project, Vanguard Area and Lazlo Area. The Vanguard Area is 100% owned in central Saskatchewan, located 170 kilometers (km) South of Saskatoon, 150 km North-West of Regina on a provincial highway system. The Lazlo Area is located in central Saskatchewan.


TSXV:GSP - Post by User

Comment by oldsalt72on Jan 16, 2024 10:58am
124 Views
Post# 35829011

RE:RE:RE:GSP

RE:RE:RE:GSPI think you are partly right Brown. The problem in this industry is that only one group has ever done more than a cursory look at actually look at what is really happening in selective mining, looking carefully at the phase chemistry, relating that to dissolution rates and adapting that knowlege to the ore deposits that are being encountered.

The industry has been dominated by incorrect assumptions about what might happen based on, mostly poor data, or no actual data at all, on existing solution mining applications. That is coupled with the idea that capital requirements for this new selective mining might be still in the range of $1000 a tonne annual capacity. The high prediction of capital cost, with the "uncertainty reguarding operating cost" (with no good data), makes these projects marginal at low potash prices. 

In reality the proper sudies should have capital cost at $100 to maybe $300 a tonne and operating cost about $50 a tonne. This rocks. But there is a lot of resistance...I just don't know why.

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