Welcome To The Allana Potash HUB On AGORACOM

Focusing on the Dallol Potash Project in Ethiopia

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Message: Re: BHP IRR is under 10%
1
Apr 17, 2014 12:06PM

And they are just figuring that out now??? 10% is brutal!

No doubt they will look at another run at POT IMO.... The Jansen mine at this time and at the current price levels will not warrant a new mine of that capacity....

If they do proceed I can imagine the Russians will crank out some sub $300/ton potash pricing to advertise that 10% even further IMO.

Allana like I said is sitting in a really good spot... Growing African market ultra low opex.

2
Apr 17, 2014 12:53PM
1
edx
Apr 17, 2014 01:13PM
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