Geez, remember that conference/presentation ‘Paydirt Unlocked Luncheon opens up Potash’ from a few years back, worth a watch for some cringe, this was all to be a walk in the park this SOP space…
The stars were:
SO4 - Tony S
KLL - Ralph V
APC - Matt S
TMG- Keren P
AMN - Mark S
Add up the collective spin and subsequent capital burnt here and can see why the potential of this sector is locked in the doldrums.
Did any of them really know what they were talking about?
Are they any the wiser today?
Where to from here?
Geez, remember that conference/presentation ‘Paydirt Unlocked...
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