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0.00% $7.28 kalium lakes limited

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  1. Ashentegra
    5,472 Posts.
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    15/10/21
    10:52
    Post #: 56822349
    The article is a puff-piece for Danalkali, which I wouldn't touch with a barge pole. It does have CRU's SOP price forecast.

    https://hotcopper.com.au/data/attachments/3689/3689558-816058d481c40c0cd0a4c11a1a004869.jpg

    SOP pricing is opaque and your guess is as good as CRU's. I expect ready acceptance of KLL's product in Australia and Asia, which have constrained supply. K+S will shift all KLL can make at steady prices as fresh markets emerge for P with S and without NaCl.

    Ash

    * sentiment None during CR.
    KLL Price at posting: 19.3¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 5  Upvote
    lightbulb Created with Sketch.  Great analysis
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