KLL kalium lakes limited
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It would be interesting to know what the current operating costs...

  1. Pseudo19
    572 Posts.
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    18/04/23
    13:02
    Post #: 67332212
    It would be interesting to know what the current operating costs are sitting at.
    They were estimated to be around A$470/T before talk of a 120Ktpa expansion.

    I'm sure others will be aware that potash prices have fallen significantly over the last 12 months. They are down almost 10% over the Jan-March quarter.
    https://thedocs.worldbank.org/en/doc/5d903e848db1d1b83e0ec8f744e55570-0350012021/related/CMO-Pink-Sheet-April-2023.pdf

    The outlook appears to be a fall in prices. The good news is the weak Australian dollar.

    All eyes are on actual production but what is the current cost of production and what is the margin?

    KLL Price at posting: 3.7¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 5  Upvote
    lightbulb Created with Sketch.  Great analysis
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