Are any of the phosphate specs moving? Cnl looks the best with the funds on board and these guys still fighting for the assets.
If you look at the phosphate price it was 180 tonne during scoping study. Fell down to 100 and increased 20 dollars to 120 in a few months.
The Aussie has been creamed so what is phosphate in aus terms .... Back to 150 plus so up 50 percent in a few months
What commodities have actually gone up in the last 5 months by 50 per cent
And according to agr India need to enter market soon and there are current supply issues.
Surely one of the juniors has to move
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