Guys, I noticed that if plan A is not attractive, than talk up plan B, which is up in the air.
As many posters here agree that we need sustainable high phosphate rock price to offset the huge transportation costs. Well, sadly, the company's presentation is deceptive, and misleading. Well, who cares?
So be aware of the plan B. If a simple plan A does not work, forget about much complicated plan B. Want to be another IPL?
Sounds like our Fed labor government. Big promise, disaster delivered.
However, I won't mind hold some after the release of the much waited BFS for good or bad. Without it, I will stay away from it for a while.
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