Creating this SOP industry has been a classic pioneer story,...

Creating this SOP industry has been a classic pioneer story, including arrows in backs.

Over there lie the cold ashes of SO4, worthless.

Above us circle WES and IPL. A natural fit into WES' very strong WA activities, while a Potassium Sulphate operation would make IPL a quality PNK producer of global first rank. IPL MC $7b. P from Phosphate Hill; all forms of N at many locations; clean green WA SOP. Mix.

Sevo's RWD, "the largest high grade resource on the continent" cant get a bid.

SOP is pixie dust for farmers. Removing a soil deficiency gives an enduring lift to agricultural productivity and land value. WA state SOP demand will surprise all. Mannheim producers are on the nose while setting the marginal price. Strong world demand may prevent their closure.

A domestic SOP supply lifts national resilience, our independence and wealth.

I recommend the Albanese government extend a $100m NAIF loan.

Ash

Today's rebound into a perfect flag augers well for coming days.