Hi wb628,POZ is not a Potash stock.STB is proving up a great...

Hi wb628,

POZ is not a Potash stock.

STB is proving up a great resource and looks increasingly likely to have the goods. I feel for them too.

POK has nothing and their drilling results from the 2 or 3 holes were quite frankly, embarressing. They should be going down. Anyway, they are too far behind and will miss the boat even if they do prove up something meaningful.

Ethiopian Potash has recently imploded.

Allana's figures are very dubious imo. How they can justify a lower than $90 opex including transportation when they are in the desert about ~600 kms from the port is hilarious. What are they going to have 25 tonne road trains speeding through the desert in the horn of africa for 600 kms. Makes me laugh just thinking about it. I read an article where Analysts came out publicly questioning the company's projections as well. It just won't happen.

My point is that most of the greenfields projects will not make it. ELM is world class though and the insiders know it.

Even Western Potash in Canada, there CAPEX has blown out to over $3 billion now.

ELM has had a controlled demolition. It is not subject to natural market forces but now the weakness in the market is working for their secret, insidious agenda. Like I said, I believe there are dark forces behind the scenes grooming the price for a cheap takeover. ELM used to be like Anakin Skywalker, tremendously talented but it has succumbed to the dark forces and has now become Darth Vader, twisted and evil full of computerised drones and bots controlling it.

The tak-over i predict will happen before the pre-feasibility comes out, because our $99 FOB OPEX will drop further, CAPEX will improve and hopefully a greater than 2 million tonne pa production case study will be revealed and the majors will then be ready to take it out.

What a perfect time to strike before that happens.

But this is all mere speculation on my part.