SHP 0.00% 0.9¢ south harz potash ltd

7.5c SP -> $1.11 SP Target (Largest Potash Deposit in West-Europe) $30M MC, page-358

  1. 474 Posts.
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    Very simple calculated but it shows the unbelievable difference between the two prices ( 250$ vs bhp's 320$ ). If we asume the opex is $150 with a selling price of $250 and an output of 1mt pa you get profits of $100m pa. If we could sell for $320 our profit shoot to $170m pa. Thats a whopping 70% increase in margins for an already very conservative price assumption. Imagine an even higher price... Btw: anyone like to guess at what prices mop could be in ~5 years?
 
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