http://www.argusmedia.com/pages/NewsBody.aspx?id=1030278&menu=yes...

http://www.argusmedia.com/pages/NewsBody.aspx?id=1030278&menu=yes

I stand corrected.
They have a process that converts MOP to beef up production. The link above suggests it is because of poor pond performance. Note they say that it drives up production costs.

I can only assume that APC is trading off lower initial capex for higher ongoing opex.

I still reckon you have a dog with fleas that won't be a pure evap producer and will never be at low end of opex.

You clearly think you are on to a good thing but be honest and tell us that the 42ktpa of MOP being carted in was a shock. I reckon the market was surprised. Compass has much lower rates of evaporation so its easy to see why they might want to beef up production, what is APCs excuse? Capex v opex?

Good luck