If anyone else sees anything interesting from other phosphate company FS's or PEA's etc., please share.
I'd like to see if other studies are also assuming a similar (US$800), much higher base case MAP or DAP price compared to what was considered in our scoping study.
It would also be great to see any FS's on green ammonia projects to get some idea of what ours might be worth.
Most will probably be a combination wind, solar and battery making them considerably more expensive on both capex and opex but at least they might give us a NPV that we could consider a base case with good upside from our lower cost structure. I'm eager to see if my guesstimates on the potential value of the green ammonia are about right or too conservative. I've been searching but not finding much on NPV's - just capex, electricity cost, etc. Someone else might have seen something or see something soon. If so please share.
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