Found some data:
For Javier
719-750ktpa
capex of $300-322M
Opex $150-170T
That looks ok for a potash operation. Capex is low.
Agree management team has track record.
In my opinion not as good a prospect as RWD but RWD is a SOP producer and evaporative SOP always has a better margin than MOP because of the requirement for MOP in the Mannheim process.
I will watch this one.
Good luck
going higher, page-12
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