Ann: SO4 and APC to Study Benefits of Cost Sharing at Lake Wells, page-4

SO4 has a portfolio of lakes, the combined resource falls short of what RWD has.
APC has talked up trucking in MOP to make use of its sulphate and now looks to be a gold stock.
No, I’m not convinced these guys r in the drivers seat though it has to b noted they have attracted the attention of Mitsubishi.
However it makes a lot of sense to team up at Lake Wells. Together they can have a decent operation. Effectively they get a share of a large operation rather than 100% of a small one.