Nice piece, I don't think your average punter understands the amount of input that fertilisers play in world food production. You take it away and production is halved. I read 2/3 of European fertiliser production is shut down so there's going to be major food security issues come 2023. I think once they prove the economics one of the majors will have a massive crack at the resource given the value add securing 100% of supply will have. I wouldn't be surprised if Mencel has a bunch of unsolicited offers to take his shareholding now to trigger the 20% threshold, no doubt waiting for his payday!
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