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Ann: Half Year Accounts, page-11

  1. 258 Posts.
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    I agree that the lack of communication on this is somewhat frustrating. Notwithstanding, I can think of one reason not the mention it in the quarterly announcements. It's a distraction to their core business activities and creates idle speculation.

    After Canada, Russian and Belarus are the top exporting countries for MOP (Potash). Sanctions against those countries are likely to be continuing and on-going for some time, and hence MOP prices may stay elevated.
    https://www.icis.com/explore/cn/resources/news/2022/03/04/10740520/russian-potash-supply-concerns-mount-belarusian-mop-sanctioned-again

    Could be a good time to off-load that asset and inject some additional cash into the business.
 
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