None of the ASX companies are producing. KLL is closest. HLL and SHP most relevant to Belarus sanctions, being potential MOP producers. The relevance of the sanctions to potential WA producers is that the majority of SOP is produced by secondary Mannheim producers using MOP as an input. All the WA hopefuls with the exception of KLL are at least 2 years from production (including APC). Trigg is 4 or more years away. RWD has done more than many think.
RWD Price at posting:
11.0¢ Sentiment: Buy Disclosure: Held
