Ann: Minbos Enters Agreement with Talus for Modular Green Ammonia, page-79

The usual HC gremlin won't allow me to reply to your GA post chuk

That's a great interview.

It's interesting how Lindsay is devoting a lot of time to GA, it's almost as if the phosphate is a fait accompoli so now he can move onto the next project.

He pretty well confirmed they are looking at the Talus 10 which produces 3,500 - 7,000t of ammonia per year, with 24/7 power we'd be looking at 7000 (3500 with solar), at $400/t which is very cheap. he said Biocom could by itself use the ammonia from one unit & they could use just the straight ammonia without further processing. Handy too that they are just down the road.

Lindsay also mentioned FMG confirming those rumours that were going around. IMO good thing to avoid a partnership with Forest, he doesn't have a very good reputation. He also made the point we get cheap power because we are using it to help Angola (fertilisers), someone like Forest just wanting to export it would not get those rates.

Another interesting snippet was Lindsay said each 1 cent of electricity cost adds $120 to the price of ammonia. They say solar costs about 5c a kwh, so we're better than 4c cheaper which equates to $480/t.

re the T20, yes 4 accounts but I think you're still there?