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Yes love my cows.
Yes poly4 could compete with MOP at 75 quid
Your right on one count since this project started food prices and fertilizer price s have dropped considerably. The sector has lost its shine as an investment
Unfortunately it's now daylight and I am out farming on this beautiful morning.
I assure you bull**** can take any project a long way.
Fred
Do you know anything about soil science, the fertiliser industry or agriculture. Does anyone on this board or come to that anyone at Sirius?
Of course your right, my posts are only read by a few whilst they stay at the top of the thread as my history is blocked.
That's because they are honest but seen as dangerous
If the government due diligence came to the conclusion of very different projections of market demand and likely clearing prices of poly4 from the company's, what the point in going back to them begging?
This funding difficulty is not about the financial markets in my opinion, it's simply about the value of poly4 in a market place flooded with MOP for decades to come. It is very simple.
A white elephant based on a product that is poor substitute for sulphate of potash.
Has this reporter actually done any research.
I believe he has
It is a binary bet, some will win and some will lose.
What's the odds though.
Ramping is pointless too, unless your trying to get out and need more mugs to buy, the outcome will not be altered by what is posted on here
Cherokee101
They have run out of MOP reserves, so no choice but to try polysulphate.
Sales as a straight have gone so well, not, that they now offer a full range of compounds
Makes sense to boost the potash content and balance to crops needs
The race has had a false start
HeresHopin
I expect my posts will be gone in the morning, one is not allowed to criticize in daylight hours
Indeed, the volumes to be produced mean that it has to compete as a commodity, yet the pricing values all its components and the potash as sulphate of potash, chloride free, that's a niche product.
For all the sales agreements, no notable access to any manufacturers of compounds.
The continual reinforcement of poly4 credentials is because they know it requires the marketing
This companies and CF's biggest mistake was to go with poly4, when processing the salt into sulphate of potash proved unviable.
The fertiliser industry and the agricultural industry are not as easily hoodwinked as a planning committee and the man in the street. The lack of knowledge of the fundamentals around poly4 is certainly ignored and laughable.
Chilting,
I love your analysis
"The problem is that no one seems to have taken the information supplied at face value.
Perhaps the problem is that those who have been asked to fund this (government, banks, financial institutions) unlike pi's are not taking what the company says at face value any more.
Due diligence questions the value of poly4 and the whole business plan.
Some analysts got that along time ago.
When Gina gets this given to her, it would make a viable MOP mine
Myosotis
Your analysis is fair, except
......like it or lump it, the sales side is exceptional
Polyhalite is this companies greatest weakness, it's not needed beyond niche levels.
That has been always been obvious to anyone in the fertiliser industry
So clear from planning submission
Regards c
Chilting
Poly4 will be coated in starch from Genetically modified from US maize, it can not be certified as organic.
It is not surprising however the company and posters on her are clueless
Chilting
It may actually be better to use Poly4 with bulky organics - manure - rather than say mixing it with Nitram and creating a non organic compound mix.
As a sulphate fertiliser it needs to be applied at active growth periods like nitrogen in the spring.
Poly4 as a (finely ground bound with starch) granules from maize from ADM will surely be GM contaminated and non organic too.
The govt did its diligence, and what did it conclude.
It's not investable.
Scrimmy said essential, one hopes he is wrong.
It's the dog star, not only the brightest star
If looks like a dog, it bites like a dog, it's probably a dog.
It's a dog
That Warwick cabbage trial used 2.5t/ha of poly4. Huge cost compared with 600 kg of MOP.Using poly4 for pH correction? Now that's not economic.
Did someone say abandon ship!
T'is only a spring storm. 'Twill blow through, in the debris left behind, always value.
Here it just depends on poly4's value.
Our much trumpeted and long awaited gilded European sales agreement?
...............
Guilded?
How long do you expect to wait?
One day the penny will drop!
And these will be worth a penny!
All imo obviously.