Personally I see Minbos in the perfect place at the right time. By perfect place i mean a few things. Angolas need for fertiliser is huge from a humanitarian and economical diversity standpoint. Their phosphate resource is of high quality with a low strip ratio. Close to road and shipping. Government and ifdc support. The green ammonia / hydrogen project couldn't be in a better proposed location if they tried. Will be close to the fert blending plant for fertiliser use, also in a mining jurisdiction. The massive bonus for this one is the hydro power supply is already in place. As green as energy gets, proper reliable and cheap. No need to build huge solar or windfarms for a huge Capex. Also close to port. Plenty of others but for me these are the stand outs.
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