Ann: Beyondie SOP Project - Commissioning Update, page-32

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Ashentegra

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04/08/21

11:24

Post #: 55018484
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Originally posted by sevo: ↑

You are correct. It’s the same for all these operations.
KLL has an advantage over others, its Na:K ratio is low so there is less halite to deal with.

This was always factored into operations.

Rudi is very clear. He has told us the tonnage of salts harvested, he has reminded investors of the ratio to SOP, he has given no reason to doubt future harvests and finally we know the overall SOP equivalent in the ponds.

Compare this to what Tony has told us. We don’t know how much brine or SOP equivalent they intended having at this point in time. When they told us about the harvest earlier in the year I suspect many investors were unaware of the salt:SOP reduction.

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Thanks sevo. I was surprised, not panicked or misinformed.

This brings the problems at SO4 into clearer focus and explains your enthusiasm for RWD.

Ash

KLL Price at posting: 23.5¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Ann: Beyondie SOP Project - Commissioning Update, page-32

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