I just listened to the audio replay of the presentation, glad Patrick Avery is on deck but boy he loves diving in to the agrinomics of it all for someone not holding a PhD (his words).
Interesting reference to Peru but was surprised there was no comment on Morocco given this is a major GDP generator for them and also no comment on the attempted offshore rock phosphate project (Chatham Rise Project) in NZ given the close proximity to Australia.
It comes across as the main target is the mining of US based rock phosphate (Wapiti & Fernie), processing and selling into the US organic farming markets with little focus on the export market.
All pretty practical and grounded and all pretty exciting really but with the northern winter kicking it may have a dampening effect on the share appetite even though Pat indicated some of the sales come in winter for a spring deployment by farmers.
Having someone from a mining and also Simplot background is very useful.
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