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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: TheSlowLane who wrote (189334)	7/12/2010 4:49:44 PM
From: marcos	Read Replies (1) \| Respond to of 313059

amz.v - energy cost is the only iffy part to the project, imho, and if it's true that that cement plant can cook its rock for usd53/t, then no problem turning out Amazon's stuff at a profit ... it would be good to get confirmation of that cost, we've only had it from one source so far ... but with the rest of it i'm quite comfortable, the process of fritting fertiliser has been around since the forties or before, all the rest is just scooping up the glauconite, grinding, getting it into bags and a distribution system established ... no question in my mind that it'll be a superior product for a damp region, its K-content worth at least twice that of the washable chloride, probably more ... only two ways it could fail imho, energy costs [which seems much less likely after hearing of the 53/t], and political risk [which in this case would likely mean being forced into an overly cheap takeout, probably still at a gain from current shareprice]