re: Ann: UCL: Sandpiper Phosphate Resource Up... Hi YC,
I certainly don't view the Namibian resouce upgrade ann negatively or as a distraction or departure from Wonarah or NMDC. Quite the opposite as IMO the two go hand in hand - they are complementary to each other. To me, everything appears nicely on track. The word I have is that things are progressing well with NMDC, as expected.
I agree with you that Wonarah is the main-game for us, but maybe unlike you, I don't think it needs to be 'either or'. We can & should do both.
The bonus of Namibia is low CAPEX of $150-200m, low OPEX $58/t so outstanding margins, equally huge resource at complementary locale for Wonarah & great proximity to Atlantic clients & short lead time to production. Meanwhile we build a highly profitable vertically integrated fert Co. with NMDC here in Aust. A good source for you to buy your fert.
Cheers
re: Ann: UCL: Sandpiper Phosphate Resource Up... Hi YC,I...
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