Ann: Half Year Accounts, page-25

Potash all immaterial. Past a small sugar hit to the SP and maybe a little cash.

But we are funded to production so, really who cares. Not going to impact Alcoa making a positive final investment decision and that is the key game in town at this stage.

Expect news coming into end of the month. But in this market hard to see it having much impact on SP unless it's one of the FID's, and I expect engineering news prior to that.

Be prepared to wait and plenty here seem completely unable to do that, you need to re visit timelines in my view. Looking to pick up more when (hopefully not if) I see reversal.


IMO, DYOR

MJ