Grm.... The way I see it Farhad has slipped out come comments regarding the SOP. in his audio interview he says they may have enough SOP for 2 mmt for 50 years... The market for SOP is smaller compared to MOP. I believe it is around 8 mmt / year, but I'm going by memory so please correct me here...
If someone comes out with 1-2 mmt that's a lot of SOP to the market that will either create new markets or displace higher cost SOP.
If I were a SOP producer I would be looking to find a low cost SOP supply because if they don't take it someone else will...
I woudl think a YARA /Allana partnership is not out of the question.... but I personally don't think ICL will let the SOP slip from their fingers....
All this = higher buyout price if it happens...