Welcome To The Allana Potash HUB On AGORACOM

Focusing on the Dallol Potash Project in Ethiopia

Free
Message: Allana Potash Corp PT Raised to C$1.15 (AAA)

I think we should see some reductions in capex costs due to ICLs experience in solution mining, we will also have depreciation reductions, lets say depreciation = (cost - residual value) / useful life.

Opex costs should fall over time if Allana/ICL are supplying local and African markets, not to mention savings using rail instead of road transportation. We should keep in mind using marine transportation adds cost, one has to load and unload the vessel, using road and rail means Allana/ICL can direct hit the near African markets without the transfer costs involved with vessels.

Imo we should do better than $1.15 per share.

Share
New Message
Please login to post a reply