RE:RE:RE:RE:RE:All in line
goldwatch69 wrote: I guarantee you there will be no decline to historical lows. It's just not possible to produce data profit at ridiculously low prices The market will be lucky to see Kaiser's forecast of around $500 for KCl
never say never. But importantly the company is slated to generate enough revenue this year to build plant 3 with with exceptional unit economics. Along with a high margin add on like Bio- Rev, and farmer loyalty growth, this should enable Verde to more readily shoulder a possible potash supply glut in 2025. If such a scenario were to occur I could see a full moth balling of plant 1 with its inefficient far higher production costs per ton relative to those projected for a scaled up plant 3 operation.