cause for optimism, page-12

Very little of the SOP will be sold domestically.
At 400ktpa, RWD will be the second largest brine SOP producer in the world, fifth largest SOP producer worldwide.
Only 4 companies produce more than 500ktpa and 3 of these are Mannheim process.
Historically SOP has had a 30-60% price premium to MOP. Even if MOP falls by 25%, as predicted, RWD can still be very profitable.
Based on all estimates the maximum production cost will be $200/T, more likely to be around $150/T.
The current market cap is an absolute joke. It should be noted that the largest SOP producer is SDIC Luobupo with SDIC being Chinese State Development Investment Corporation. What a pity our "state" couldn't have directed some of the $300B wasted into sound projects like LD. Kevin Rudd's pink batt scheme would have paid for LD several times over. Instead he now promises to pump more money into a failing US motor company and pay the nations baby sitting bill.