Post by
twoponds on Dec 11, 2021 2:02pm
This winter has ZERO impact...
...on Atlas...I mean ZERO impact. The supply and demand for road salt has been determined long before December 11th 2021. They have what they need, whether from Quebec, Goderich, Europe or Argentiana for that matter. Posts that make claims that either we have no winter yet OR it's going to be a bad one and we need salt are pure and simple hype and discredit the business model. Actually it shows they have no clue what it means to be in the salt business....period. What Atlas DOES have is a VERY economically viable supply source which WILL be tapped. It's the simple business catch phrase, "supply and demand". You check your sources to meet the demand, predictable or not,.. weigh the costs to ship, store the product, then do your cost analysis...it ain't rocket science. #SALT has the distinct advantage and I reiterate the DISTINCT advantage to produce the needs of the entire Eastern seaboard and beyond and cost effectively. Tell me how I know and come to that conclusion...
Atlas has the goods, the impact of those goods won't be noticed until we either get bought out or developed for the following winter season. Mark my words, this resource won't take long to develop...
Comment by
Crunchy2chew on Dec 11, 2021 6:45pm
You are correct on that my man. For example harveys on the waterfront of St Johns has more salt then will be used this year. Everyone that needs salt has their salt for this season. They will need some lead time to secure contracts and orders. It does not mean jack squat what this season is like, it has zero impact on atlas. Mr Salt is surely reaching out to his contacts.
Comment by
Crunchy2chew on Dec 12, 2021 5:44pm
It does not matter what you or I think. The fact is that there is a market void for domestic product that is going to get larger when pugwash finally reaches the end of its economic viability which is fast approaching. This is a massive, easy to mine resource next to a port and infrastructure in the area. It will get big and it will be huge.