No probs at all. Agree the orderbook has changed. Anything sub 10c the stock is very cheap IMO.
Compare to any other fert play with a decent resource that justifies say 2mtpa (with reasonable capex and opex).
Then look at Tuckanurra. Not an expert but agree with the comments on the previous thread. OK grades and good location and infra.
And if you say the JV has something, that is icing on the cake.
