RWD Peer Analysis, page-39

Interesting that the only peer comparisons Danakali has made are with the Aussie SoP names when looking at distance to port - see pg 10

http://www.danakali.com.au/images/stories/pdf/Danakali_2017_Investor_Pack.pdf


Of most interest is the fact that all the Aussie names shown are located 850kms + from the port.
I haven't checked if those distances are right.

While the other Aussie projects may have better access to infrastructure, the tables from an earlier post show that all companies are spitting similar annual production/capex/opex figures. Most of those figures are +/- 30%.


This suggests resource size will be key in determining which Australian project stands out as having the best prospects. At 150mT RWD is in the lead by a country mile.

The other key determinant of success of course is management.

The horse may be great, but what about the jockey? Training time is up.