I should have shown the full slide of the middle slide as it shows more info.
For Angola to be at BASE CASE for food sufficiency, it needs 800,000t/y. That would not include enough for net food exports. Minbos is targeting 40% of that, i.e. 320,000t/y. That would not include the 200,000tpa exports to South Africa.
This project certainly is testing shareholder's patience with how long it is taking but the long term upside is clearly large. Just need to start that construction.
Recommendation, page-1366
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