YC, i may have missed it as i haven't been reading every RWD thread, but would appreciate if anyone has an estimate of RWD profit margins per tonne, and how many tonnes pa they might produce.
Bottom line, i haven't seen RWD production forcasts?
MAK have come out and said 2-3 mt x 300 /t
What is the comparison to RWD estimate?
Otherwise how do you compare?
Example. They may only do 100kt and make a profit could have them fully valued????
Just like to see some figures from those who have there head fully in the RWD space.
cheers
lack of listed potash plays :all 2 go higher, page-2
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