Ann: Offtake Agreement Signed with Ballance Agri-Nutrients, page-14

Hope they can articulate the cost per tonne and expected impact of scale to the likely cost base in the upcoming qtrly. If they can demonstrate something around the $US150/tonne then be happy days for everyone.

I wouldn't worry too much about global events around agriculture. Doubt demand will crater or supply to quickly ramp up. If we have trouble around agriculture a loss on stocks is going to be the least of your worries.