I don't think anyone really doubts it will go ahead anymore but it was very good to see confirmation of first production in the second half of this year. No time slippage this time is good news after a lot of covid related delays over the last 2 years.
I want to see more on the green ammonia to start to get the market understanding how big that will be, how big a competitive advantage that MNB has and believing that project will happen. That should give us a much bigger sp re-rate than what we will get for the phosphate - which itself should be very big with the NPV so much higher than the current mc.
Ann: Cabinda Phosphate Fertilizer Plant Enroute to Angola, page-7
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