Member Info for populationexpect

Tnx Ches and Insanity Beckons. Incidentally IB I am in regular contact with you know who but he is not giving anything away re SXX.

Can anyone explain or give ideas why the Investor Presentation of 22nd October has the first page which says

" Page left intentionally blank."

(I have not sen this before)

I would also add that any criticism of our CEO is, in my view, unfair. He has achieved a huge amount since he decided to up sticks and move his family to N. Yorkshire. Let us not go overboard with this set back in sp, which was due to higher costs for a better MTS and use this to hammer CF. I would hate to think that a few will gain support to make life difficult at the next AGM. Ask questions by all means. Of course. But I hope nobody hear is foolish enough to think others could have, or can, steer this ship better.
Having said that obviously I am disappointed with the RNS but see it as an opportunity. I made the mistake in buying at 32p just before the announcement. This coming week I will probably have the opportunity to top up in the mid 20's .

Hello Chem,
Long time n😊o hear. Good to have a cool head around and a long term holder /optimist amongst all the heated debate at the moment.

Oil man. Just read your 13.37. There are spell checks that can help your dyslexia. Meanwhile will you keep your prmomise not to ill makie. ps I think Myo lives not so far away in the NE.

Ditto VtBin, Routed via dealer got me a buy at 32.8. I suspect there are big players out there who have the know how to ultimately get the holding they want having now recognized the future. Lucky I was looking as the sp dipped today.
If it goes lower I buy more. If not I have enough.

IF Myositis has been banned by the censors then they have made a big error. Myo is a first class contributor, one of the best, who is an asset to this forum for his knowledge, research and downright decency. Is it really possible that 3rd raters have somehow got him banned? More likely that someone has pushed the wrong button but then I was raised in a different era when standards were different so maybe not. One things for sure. I hope that nothing untoward has happened to him or his family.

Excuse way computer organised the figures. Just spread them eg for Tanzania in year 2018 pop is 58 million and in 2050 it will be 118 million give or take the odd Saturday night rumpy pumpy.

As I don't have much time today, could someone follow up a bit on this to the areas we currently have agreements and also to where we're targeting.

A little more meat on the bone for you Dt
2018 2050
World pop in millions 7400 11000

Below I have selected countries with which we have or are likely to have sales of Poly 4 . I have not listed all but hope it gives a flavour . Good eh but we already knew that.

Tanzania 58 118 similar % increases over much of sub Sahara
Indonesia 271 327
Nigeria 204 398 as you know
USA 334 400
Brazil 210 238
Mexico 128 150
India 1300 1600 over taking China
Europe will grow very little
China will increase over the next 15 years then a modest reduction. But remember population expectations will grow and be demanding more meat products for example so it is not just about population growth.

Population expectations

Hooray for the likes of Sheps 8, PAAA, Insanity B, (and Scotman, Myosotis whom I am just getting to know on this board) and others who say it for what it is. The ignorance of some but especially the hypocrisy, during the planning permission phase, of those that now market polyhalite still makes my blood boil.
Sheps, do I understand you correctly....that in the Sirius HQ there is the message " First they ignore you, then they mock etc then they lose." Good on em.
And Myo, can you elaborate on your comment regarding CF that " it is the wider prospect that CF has alluded to already and presented against that underhand tactics are at work to undermine and discredit."
Discredit what? The product, the potential future market of poly 4 or a threat to stage 2 finance through debt or what? How powerful are these dark forces?
Incidentally, I speak as one who only came into investing less than 10 years ago and who did not even know the difference between an ii and a pi. So despite my advanced years feel free to teach. Never to old to learn.

JG,
Always good to hear your positive comments. In August 2011 when you made the video clip it was before the first polyhalite ¨ strike." in October. Clearly you took a big punt then along with many LTH´s but what was your main motivation then? Potash in N. Dakota, Adavale, carbon sequestration or the quality on the management and the links with Fortesque Metals ( Sirius metals forgiven) or something else perhaps.
Good to hear a view from across the pond.

Thuc, NO. For many reasons.

Hi GK,
Good to hear from you. A balmy 34 degrees today on Costa Blanca. I remember the floods in Hebden Bridge a couple of years ago and now the drought but you Yorkshire Tykes can deal with it. Poor yields of wheat and barley though.

My post related more to high value market garden crops which need the water and also whether our Poly 4 for which you and I have invested heavily will be better in the drier years to come than MOP SOP. I assume so but need an agronomist to reply.
FWIW I will continue to be involved in SXX for some time come. It has served me well. Despite my age , now retired 23 years, I hope to get the divis. Optimistic perhaps but no point in being otherwise. If Scotman reads this I admired his post re genetic inheritance and his general commonsense and Camps comments about retirement/travel. What has happened to iii website. I have given up on that. I miss some of the posters, Woolybac and many others and even old Kleinian. I guess he has passed on.
Keep enjoying that real ale.
It is easy for me to be optimistic about SXX because I have made a few bob and still own almost 1m and the story is far from over and there are big rewards in the next few years so I hope all on here will always look at the basics and not be lead astray by the naysayers. Christ I sound like a preacher man. Over and out

Firstly, thank to all the excellent posters on this Yorkshire Day.

Question> Do you think that climate change, which is affecting especially the northern hemisphere with its large land mass, will have a net benefit to our product, Poly4.
We know that it has benefits in areas of high rainfall and winds with its binding effect on soils reducing erosion but with heat and drought might there be a greater demand.
Various reasons have been mentioned about the timing of the RNS regarding the partnership with ADM after 4 years. Could a recognition and acceptance of climate change be one.

ps excuse the absence of question marks. My Spanish key board is playing up.

Thank you Myosotis for this. I had not seen it before. Nice and easy to understand. Also thanks for your superb, unselfish contribution to this web site.

Casapinos I think DGR has answered you in a nutshell. But just to add a little. I have been a holder for 9 years and have been to most AGM's and spoken on a couple of occasions to our CEO. .
I remember well his comment 2 or 3 years ago that getting To P's was as much an art as a science. By this he meant do not enter too quickly, too many ToP's at too low a price. He is spreading the poly 4 around on most continents as we know. Far from getting these ToP's slowly, as you say, I see it as glass half full> There has been a steady and consistent increase and you have seen this in your figures. I am very optimistic and have followed every word and nuance on an almost daily basis. I find it almost amusing that a positive RNS can be interpreted in so many ways by so many. You are clearly a sensible chap * or chapess and I wish you well on your decisons.