the key is to get to production.
Then one would expect a takeover from either of BHP, Nutrien (NTR.TO) or Mosaic (MOS.N).
Then the question becomes, what is the value of the asset once in production.
EBITDA based off MoP price of USD $360/tonne
In my opinion, the price of MoP should recover after Russia has finished dumping as a result of export bans. But whilst the current decline continues, many suppliers would reduce their output as margins also significantly decline. Would be nice for MoP to recover to anywhere between USD $400-$500.
The Ungeared post tax NPV based of USD$360 is US$1,623m
What would be the impact and valuation of the project based on the sensitivty analysis below???
the potential returns on this project are many multiple bags..
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