Member Info for kld1

Have fun and travel!

Atome cheap constant electricity supply there by negating the necessity to use PEM over Haber Bosch mitigating technology risk . Competes with traditional manufacturing with circa 15 $ m at wholesale of 420 when wholesale in South America is 550 with no green premium. The FT article is about specifically North African and Middle East GW production including huge capital expenditure on solar and wind set ups . South America has almost no fertilizer production it's a huge geopolitical issue for the bread basket of much of the world. This trade still a no brainer hold tight. My humble opinion

Although you cannot delete your own message on ISE you can request that it is deleted with them.

This guy has done that and is trying to lower the price for his entry level

Fertilizer prices have seen renewed upward pressure in early 2026, with all eight major categories trending higher compared to last month. As of the third week of February 2026, Urea has seen the most significant jump, rising 6% to an average of $608 per ton.

DTN Progressive Farmer

DTN Progressive Farmer

+1

Current Fertilizer Price Benchmarks (Feb 2026)

According to DTN retail surveys, current average prices are as follows:

Fertilizer Type Average Price (per ton) Change vs. Last Month

Urea $608 +6%

MAP $880 Slight Increase

Anhydrous $862 Slight Increase

DAP $852 Slight Increase

10-34-0 $665 Slight Increase

Potash $487 Slight Increase

UAN32 $465 Slight Increase

UAN28 $412 Slight Increase

Key Market Drivers

Trade Restrictions: China's continued export limits on nitrogen and phosphate fertilizers to ensure domestic supply have tightened global availability.

Geopolitical Tension: Ongoing conflicts in Ukraine and the Middle East continue to inject risk into supply chains, particularly affecting ammonia and sulfur costs.

New Tariffs: Recent EU tariffs on Russian and Belarusian imports (reaching up to €60-€70/t for some products by July 2026) are forcing a redirection of global flows and raising costs for European farmers.

Input Costs: While natural gas prices (a primary feedstock for nitrogen) have moderated slightly in some regions, they remain high compared to pre-pandemic levels.

American Farm Bureau Federation

American Farm Bureau Federation

+4

2026-2027 Outlook

The World Bank expects the fertilizer price index to rise by more than 20% through 2025 before potentially moderating in late 2026 and 2027 as new production capacity comes online in the Middle East and East Asia. However, prices are projected to remain well above the 2015–2019 average.

World Bank Blogs

World Bank Blogs

+1

Would you like a more detailed breakdown of nitrogen, phosphate, or potash trends for a specific region?

Kennedy 2324 I am too concerned about this % holding to be honest and bear in mind the project is so much bigger than Atome plc.

Remember to a great extent time and budget is in the hands of Casale

Sadly not the case. However I have been here since day one and from the point of them wanting to produce fertilizer I have over the last 3 years accumulated quite a position. This for me hopefully is a 3 - 5 year play, we are 98% there.

Think people are making a mountain out of a mole hill to be honest no problems all chilled

Thank you very much for this

Where is this stated

Thanks billy

6 mm's I thought there were only two now do you know who they are?

I am somewhat amazed they declared that to you

Again a fund raise to participate in the equity club would be a disaster

Yes, two or more market makers (MMs) can collude to manipulate a stock's price, using tactics like coordinated spoofing, wash trading, bear raids, or exploiting cross-market opportunities, especially in less liquid stocks, to create artificial price movements for profit, which is illegal market manipulation. Regulators actively monitor for these patterns, such as matched orders or abnormal volume, to detect such schemes.

AI!

Quite simply I'll take that thank you very much

Please stop posting old news

I would just disregard anything these people have to say

AGREED.......TRIPE

Indeed loads of errors very unprofessional

I listened to this interview and without being harsh these guys are a bunch of muppets.