Ann: Confirmatory Results from Ohmgebirge, page-49

Good post

I think SHP's delay lead to impatience in a company that ultimately hadn't yet got enough attention, alongside the top shareholder relentlessly selling. If more knew of us and accepted the risk appetite then I think we would have stayed in the 20s and benefited from the initial results.

@JohnDe whatever the views on food crises (and I'll come to that in a sec) the fundamentals of the company can't be ignored... Massive resource, previous mining region and skill set, extremely low shipping costs and carbon footprint, etc etc.

The fact that Russia and Belarus have sanctions on their potash, previously 30% of global supply, is the icing on the cake.

Then the cherry on top... The ongoing war and the ban of food exports by Russia and restrictions from the likes of China, Brazil etc means there literally will not be enough food in the countries that previously imported it. Poor growing seasons last year, Ukraine crops not being grown (~12% world wheat) means that food shortages are an inevitability.

Everything points to this project needing to come online yesterday