KP2 Discussion, page-485

  1. 1,950 Posts.
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    Just doing some more self confirmation bias exercises on the potential mc of our darling. Below is an excerpt from Wikipedia which on the face of it valued the previous entity, PotashCorp at something like USD$18b in 2016 (Nutrien is about $24b today I think). PotashCorp was (and is still) producing around 13Mt/y of MOP, which is about 6x what Kola is aiming for. So 18/6=USD$3b give or take a billion. Kola has many advantages over PotashCorp I won't go into here, just suffice to say that some of those big numbers we are seeing on this forum might come to pass in the next year or two.


    https://hotcopper.com.au/data/attachments/6507/6507269-5b536197d8df1343e6f0c6c97d54b15c.jpg
 
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