Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Quantum,
The only ones I know of are the smaller SOP brine projects being developed in Western Australia.
Kalium Lakes, Salt Lake Potash, Agrimin, Reward Minerals, BCI Minerals, Trigging Mining.
But they are all brine, so evaporative ponds etc are necessary and annual production forecasts are much smaller than DNK if they ever do go into production.
They won't make a dent in what DNK are planning.
DNK will also send all of the Mannheim SOP producers out of business.
Dirty, pollution, climate killing Mannheim will be over.
This project ticks every box.
Slurms,
I've been in it since the I.P.O in 2004!
But in the potash boom of 2011/12 our price went from 10c to $6 in a very short space of time.
Yes, the appointment of Todd is important as the world's investment funds continue to look at ESG metrics as investment criteria.
We just need to get DNK noticed by one of these funds and that is what I'm working on.
Talking to NASDAQ Corporate Solutions ESG about this.
I haven't bought any more shares in DNK since 2015-ish.
But at these levels, I'm adding a few here and there.
You just have to check out AfricaFC website at www.africafc.org and see where this is heading.
AFC's core mission is to address Africa's infrastructure development needs while seeking a competitive return on capital for their shareholders.
Since inception they have committed US$3bn to funding large scale infrastructure projects across Africa, including:
PORTS and ROADS.
Ports in Gabon, ports in Mauritania, port extension in Ghana, other ports across West Africa.
I think that behind the scenes the DNK agenda is to:
1/ Get this project up & running
2/ Get production/export up to 1mtpa through the current port of Massawa (230km away)
3/ Get AFC to fund and build a new port at Anfile Bay (87km away) (no cost to dnk)
4/ Ramp up production/export of SOP to 2mtpa, then 3mtpa, then 4mtpa, then 5mtpa
5/ Start shipping the rock salt, gypsum, sopM
6/ Make massive annual profits for the next 100-200 years
7/ Pay massive dividends to shareholders every year for the rest of our lives.
I kinda wish the company would push this bullish scenario.
They are too conservative in my opinion.
And ... A reminder as the world turns to sustainability:
1/ DANAKALI'S Colluli Potash Project is the only mining project on planet earth to have United Nations sustainability approvals.
2/ It achieved an unprecedented 13 out of the 17 U.N. sustainable development goals.
3/ No.13 of these goals was 'Climate Action'
4/ Other goals included: 'No Poverty', 'Zero Hunger', 'Responsible Production and Consumption'
The U.N.D.P report:
http://www.danakali.com.au/images/stories/UNDP-Report-on-Colluli.pdf
And ... A reminder as the world turns to sustainability:
1/ DANAKALI'S Colluli Potash Project is the only mining project on planet earth to have United Nations sustainability approvals.
2/ It achieved an unprecedented 13 out of the 17 U.N. sustainable development goals.
3/ No.13 of these goals was 'Climate Action'
4/ Other goals included: 'No Poverty', 'Zero Hunger', 'Responsible Production and Consumption'
The U.N.D.P report:
http://www.danakali.com.au/images/stories/UNDP-Report-on-Colluli.pdf
tobin,
living in western Australia, my understanding of the small wannabe Australian producers is that they will all struggle.
they are evaporative brine plays. good luck!
the biggest potash opportunity in the world right now is Danakali.
it will be absorbed by a major at some stage.
this is the time to switch from sxx to dnk
What is Numis, the 'corporate broker' doing?
Sack them and appoint Canaccord to get investors interested in this stock.
Sirius are going under, this is the potash stock to be on but Numis are USELESS !
Bre-X
diylofty, I think they'll make a movie about this.
A scam that sucked in retail investors.
4 City stockbrokers were pushing it.
Berenberg still have a 17p price target.
Berenberg still on the pay roll.
They are probably all out to lunch in London drinking good wine and eating plenty.
While the shareholders wonder what to do.
Invest to get control of a Potash asset (not polyhalite) that is long life and turn the SXX share price around.
And give shareholders a chance to get their money back.
Their only hope is to take over Danakali (DNK)
High grade Potash project in Eritrea.
+200 year mine life.
Its bigger and better then Woodsmith.