In an attempt to give some validity to your back-the-envelope numbers I had a look at Mosaic. They are at about US$9b mcap and produce around 8mt/y of potash which is about 2/3 of income (phosphate is the rest). Anyway, if Kola is aiming at 2mt/y output that should be around 1/5 or 1/4 mc of Mosaic which is the US$2b mark with all other things being equal.
So there you go. Very rough calculations, and lots of other considerations to take into account but just emphasizes the potential here.
KP2 Price at posting:
4.2¢ Sentiment: Buy Disclosure: Held
