courtsey of linerpipe on SH

Pleanty of analysts on the call who currently have no coverage on AMZ. I expect there will be a number of analyst reports comming out in the next week or two with significant price targets.

From the call, they have a meeting this afternoon on further talks to have the Brazil gov't finance the development the termo-potash project. Highlights around this are the newly elected president of Brazil was the governer of Minas - the state where AMZ's project is located, and is well aware and supportive of AMZ. They expect this to come very quickly. Once that comes, the risk in investment becomes about as close to nil as you could possibly want, and I think you could have at least a 5 bagger from these levels within a short period of time. Also theres a couple proposed tax exemptions being discussed with the government which will increase profit and reduce costs further.

On the current NAV....only a small % of the property is included in the NAV. This will be greatly expanded. On a side note, the at-surface Thermopotash is visable in its green color. that suggests they could easily increase the measured resource 10x100x + very quickly. Brazil intends to be fertilizer independant by 2020, and AMZ will be the key cog for the KCL component of fert.

On the limestone content, it is highly likely they can reduce input costs further as their calculations in the PEA assumed purchase of the product on the open market as opposed to utilizing their own content. That's huge in reducing cost - increasing margin profitability.

It seems they are doing everything right. If successful, this will be a huge hit to POT, MOS, AGU, BHP, and Vale and other traditional Potash producers as it will litterally choke off their exports of Potash to Brazil....unless they outright take out AMZ and add to their own production base........