madness to sell - love it

Having spoken to the company this morning who are over the moon but not really surprised, the estimated costs to produce and rail to Port Pirrie is $60/tn or 31% of sale price. Doing the math

20mtpa = 4mts to CAP x $190/tn = $760m x .7 = $532m rev per year to CAP. Granted 2014 target date for production but allot happens between now and then to increase share price.

This stock is a major buy IMHO

Not company's math but mine