A rough outline:Disadvantages: macro1. 7,26 billion us dollars...

A rough outline:
Disadvantages: macro
1. 7,26 billion us dollars have flowed back into FED reserve o/n rrp facility, expected to reach one trillion soon, potentially causing swings in the markets in the following three months.
2. experts predicted RBA to raise interest rates earlier in 2023, or even by the end of 2022 given faster inflation and wage growth, and the equities maket will be under heavy pressure perhaps in the near term when instos are expected to reshuttle their portfolios.
3. (micro) sevo has softened his questioning on full commisioning, etc, but instead hardened questioning on steady flow rate. (weather it is gossip mongering or foresight remains to be proved, and very soon, given all claims are not yet substantiated)

Advantages;
1. Considering market conditions, investors will shift from financials or cyclicals to growth or defensive stocks like consumer staples.
2. potash demand is increasing and prices have been on the rise with agricultural futures remaining steady O/N and stronger in the long term.
3. thanks to new FED rate policy, fx has retreated from 0.80 early this year to 0.748 O/N. If it continues down to 0.68 shown in the JAN 2020 so4 feasibility report, it will indicate production timing is a plus on the management side, as low fx means high NPV of the project, the higher profit of the first export, and thus potentially higher stock price estimation given the growing potash demand and price.
All going well, so4 will start production and value generation to become a potential growth stock, which may afford a chance to withstand a market correction.
4. according to sevo, commissioning will give the impression they are further ahead than they are. Thus, It can be completed in days or weeks.