BHP would sell at $350 all day long and kill off any greenfield that was left out there IMO.... Allana's in a bubble here and I fully expect financing but we all know ICL will want to buy the entire pie.... Hopefully FArhad and group can extract some additional value by increasing the MOP to 2 mmt and adding 1 mmt of SOP..... Then a buy out will be nice.... :)
Also at $350 / ton many existing producers would be scrambling... including ICL.... hence the need to develop Allana IMO....