Posctcard from Eritrea, page-17

Wildcat, You really can't compare DNK and HFR. They're at different stages in their evolution.

HFR has finance secured plus $100m in the bank. Mining licence will be granted any day now. Plus they'll now produce 500ktpa of SOP from the Muga mine (100% owned but higher cost than DNK but still highly profitable). The COO is a former director of Potash Corp and the rest of their exec is hugely experienced in potash.

DNK have a long way to go but i have no doubt we'll get there soon.

I hold both as I think potash due for another bull run in a few more years.