APC 0.00% 0.1¢ australian potash limited

I think an issue is, at least for me, is that I didn't realise...

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  1. 1,160 Posts.
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    I think an issue is, at least for me, is that I didn't realise so much production would be MOP conversion rather than pure SOP production. However, I am no geo so can't be too miffed about something like this popping up, although I din't think the company stated this at all or very clearly if they did.

    More broadly, it is good discipline to look for the negatives and be glass half empty. That way if you cut it multiple different ways and can't find any deal breakers, then you know you are still on a good opportunity. Results like this are where a lot of the nasties can be quantified.
 
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