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Valuation of $0.120
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Added 2 years ago


Short term - Crisis in Ukraine will effect global supply through expected sanctions on the export of potash from Belarus.

Medium to long-term :

  • Global demand is ~7 million tpa, doubling since 2010. Global Lithium Carbonate demand ~350,000 tpa
  • Australia currently imports all its potash needs with retail SOP prices around $1,000/t
  • Increasing global demand for organic and environmentally friendly Australian grown produce


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