i'll stick with those that are on dry land.
too many unknows.
What tonnage are these dredges able to handle? 1mt pa? 2?
Some double handling, dredge to shore, benificate, before sale.
Would seem a lot of spec interest, possible trade,but be careful of retrace.
Bon are effectively doing the same thing, and while they enjoyed the lime light for a biref period, are back to 8c, support prior to entering the offshore phosphate market.
I caution all to review the BON chart before entering at these levels.
cheers
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