| | | Sounds like more than that to me, they talk about starting 'initial TK47 production using small existing idle industrial facilities on a contract basis', so apparently they will be proprietors throughout and they'll have their TK47 brand on the bags, which begins an actual commercial flow, proving up the concept as a viable proposition, if/when it works, which i believe it should ... meantime it's not costing much, maybe even small net gains, C gets to do what he can, and he gets the product out there where, imho, farmers who try it will begin to prefer it to the alternatives
Major permits weren't expected before early next year, were they? ... don't think there's any new disappointment in the lack today ... as for financing the greenfield plant, well just look at the national and overall situation, it's gonna be a while ...
Phoscan/Verde - there are some similarities for sure eh ... both keeping their treasuries pretty much intact as they can, waiting for financing ... fos.to has over four times the shs out, near ten times the cash, shareprices not that far apart ... i do think the thermofert can be got going a lot easier than Martison, which isn't immediately surrounded by a huge market, and which wouldn't really have any way to scale up from small production, their plan is [or was?] to ship P-concentrate to fert plants ... fos seems like more of a cash play now, a bet on management coming up with something else[?] ... I've traded it a fair amount, fwiw, back and forth for extra tickets to keep active trader status, hold none at the moment
fcv.v - for P i like Focus, been in since summer 2013, tend to like Ridgway, will try to add nominal shs at least while they're in this financing trough ... latest fert buy however was npk, last couple days .25 and .255, just little adds to still-small positions, filled by RBC with those dependable one-lot sales every twelve to sixteen minutes, lol, if they take it to .19 like two years ago i'll add there too |
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