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Bullboard - Stock Discussion Forum Arianne Phosphate Inc V.DAN

Alternate Symbol(s):  DRRSF

Arianne Phosphate Inc. is a Canada-based development-stage phosphate mining company. The Company is engaged in the development of its Lac a Paul phosphate deposits located approximately 200 kilometers (km) north of the Saguenay/Lac St. Jean area of Quebec, Canada. These deposits produce an igneous apatite concentrate grading 39% P2O5 with little or no contaminants. The Company is specialized in... see more

TSXV:DAN - Post Discussion

Arianne Phosphate Inc > Stars aligning in favor of the project
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Post by Danpass on Feb 21, 2022 10:45pm

Stars aligning in favor of the project

Russia-Ukraine and phosphate price..

https://www.dtnpf.com/agriculture/web/ag/crops/article/2022/01/27/russia-ukraine-conflict-cause-supply

..and now escalation of the Morocco Algeria conflict..

https://www.barrons.com/news/morocco-creates-new-military-zone-along-algeria-border-01645470906?refsec=afp-news

.. meaning potential stock upside from instability on the Western Sahara front..
Comment by Danpass on Mar 03, 2022 5:52pm
"Global phosphate demand is high with supply issues remaining." https://www.dtnpf.com/agriculture/web/ag/crops/article/2022/03/02/average-retail-fertilizer-prices Conflict Triggers Fertilizer Concerns https://www.dtnpf.com/agriculture/web/ag/crops/article/2022/03/03/russia-ukraine-conflict-adds-world
Comment by Ochterloney on Mar 04, 2022 12:16pm
potash is 100% more expensive, UAN32 is 139% higher, UAN28 is 141% more expensive and anhydrous is 174% higher
Comment by Danpass on Mar 04, 2022 1:28pm
I couldn’t agree more with P. Epstein financial analysis (and thanks for that Mr. Epstein): https://www.investorideas.com/news/2022/mining/02036Phosphate.asp   “Arianne is trading at ~4% of its pro forma after-tax NPV (8%) - at today's phosphate prices - and ~11% of the base case NPV. This is absurdly cheap compared to similar-stage, world-class natural resource projects.    ...more