@EAr, I posted the link below back in February. It would have been nice to hear some of our resident IPL holders providing some valued debate, instead of calling us jackals, cult members and children that play with train sets inside garages ...
https://www.abc.net.au/news/rural/2021-02-05/fertiliser-prices-jump-for-farmers-amid-shortage/13120414
The Leigh Creek Energy Project is fully integrated - no problems with gas supply - no problems with geo-political issues - no relying on foreign imports... And the gas is dirt cheap!
I wasn't surprised to stumble upon this in a competitor's reporting this morning (somehow I thought it was very unlikely that would China would go without to supply Australia). An EBIT margin of 0.8% for manufacturing to boot - you'd think with all the rain and urea prices strong, they'd at least get a return of 1%. There always seems to be an excuse though, one thing after another - and the REAL problems haven't even begun yet...!
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