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Frances in 3 stages with friends, Ingles with a group of 6 and completed my solo Frances a week ago having also split into 3, Portuguese in 2021 and off to Ireland and Peddar’s Way next year. Setting up a walking and cycling business in a Yorkshire in 3 years if sxx works out, fingers crossed. GLA Chem
Ah, just come back from my 3rd camino, great way to escape the madness...golf can be a distraction as well !
GLA Chem
Indeed !!
GLA Chem
Those boys at ICL are just helping to push the price of Poly4 up a notch:
https://polysulphate.com/polysulphate-premium/
Now then where is that next $500m to get the diggers moving a bit quicker...
GLA Chem
Yep and this...India...
https://twitter.com/SM_POLY4?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
GLA CHem
Hi All
Sorry if already posted, just back from a trip
https://twitter.com/sm_poly4?lang=en-gb
GLA cHem
https://twitter.com/Polysulphate
Where won't this stuff sell, hope the teams are back at the 'coal' face soon...
GLA Chem
https://www.poly4.com/site/assets/files/1854/growing_oilseed_rape_in_china-_hubei_academy_of_agricultural_science_2017.pdf
If the MOP and Poly mix is the most effective in this and other solutions then a MOP supplier would be a good partner so that the end customer has one supplier and the price remains atttactive...just saying...
GLA Chem
It's a huge tourist attraction.
GLA Chem
https://www.worldfertilizer.com/product-news/25092019/icl-boulbys-polyhalite-attracts-interest-from-indian-market/
Missed the above in all the **** going on in the last week.
GLA Chem
Due to the long term future of polyhailite !!!!!! (oh the irony)
https://www.thenorthernecho.co.uk/business/17935152.icl-boulby-polyhalite-mine-near-loftus-open-consultations/
Neither bought nor selling on this 'manipulation', looking forward to some Stage 2a, b, c etc to get the risk down but the pace of digging back to where it was a week ago.
GLA Chem
You wanna know about the attendant risk with the shafts? I’d love to. Some of us might be forgiven for thinking we’d paid for ‘em already:
“Launch of Comprehensive Stage 1 Financing Solution”
“The Stage 1 Financing is currently expected to generate net proceeds of approximately US$1.1 billion, plus an additional US$0.1 billion in financing costs, for a total of approximately US$1.2 billion in Stage 1 Financing, and is intended to fund the direct costs of all site preparation, mine shaft excavations, tunnel caverns and a proportion of the indirect costs, project management and owner costs as well as provide certain contingency funds for the Project. The funds from the Stage 1 Financing are expected to be spent within approximately the first three years after commencement of construction.”
per ardua ad astra
------
Indeed PAAA, in hindsight looks like the BoD went for it construction wise on the assumption of securing St2 finance by Sept and then delivering the project early for cash generation, I understand the driver but has now left us with our pants OFF!
GLA Chem
are still going round (but slowly)
https://twitter.com/SM_POLY4/status/1176862012657360896
Talk about financial/political storms coming in from every angle...timing probably couldn't have been worse...the irony is the UK needs such projects but the international funding of it is fragile and sadly there are vultures about (because it has value), some turn up here...
GLA Chem (the holes were going down so well)
How frustrating to hear when the engineering project is going so well and developing ideas and the potential of reducing the number of Tbms and creating substantial savings and or delivering production targets, construction project 9/10 finance/market 2/10. Gla Chem
Worst birthday present ever...to see the progress and then get this, very sad
GLA Chem
And while the madness continues SXX carry on promoting and growing their market potential...
https://twitter.com/SM_POLY4?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
GLA Chem (still getting deeper)
A good illustration of why the potash cartel does not like the SXX Polyhailite proposal, low opex, low carbon impact, multi nutriant, better delivery and yields without numerous large scale producers of the product.
GLA Chem
Quite a long decade GK, to some extent I don't want to look back but to think of CAES and then looking at the site now it has been quite a journey and so impressed with how things look now, just need a little sub to get a bit deeper ! (sorry)
Just for a laugh...
https://www.edisoninvestmentresearch.com/?ACT=18&ID=2943
Take care and hope to catch up soon
Chem
https://www.poly4.com/crop-science/crops/
https://polysulphate.com/polysulphate-experiments/
GLA Chem
GLA Chem