my humble predictions for stb, page-11

K&S paid 450 mill for Potash One based on the Legacy project. The feasibility study showed a NPV of 2.71 Billion based on a JORC compliant proven resource of 136 mt KCI and a capex of 2.5 billion.

STB has a similar resource and would (I assume) have a better NPV (due to opex costs 30-40% cheaper) than Potash One. Even if the same NPV, the Capex is slated to be in the vicinity of 500-750mill :) Even if Capex goes to 1 Billion, there is one hell of a lot of increase to the share price to come imo. 2.5 Bill less Capex of say 1 Billion.

Happy days.