Replies to post #11755 on Allana Potash fka AAA

[Ogi1]

Thanks for explanations regarding banks rules and landing process in general. I see that you are well familiar with the process. I am surprised to hear that ICL comment for CAPEX is not applicable and that such information is only transferred verbally to some shareholders. CAPEX statement came from Stefan Borgas, CEO of ICL. ICL might be playing games to get Allana for almost nothing but Allana not to disclose apologies over such a statement sounds very bad. Regarding FEED, if contract was signed and it was it is normal practice that AMEC will have to get compensation for suspension so IMO money is not saved with that move but wasted. As difference in CAPEX price indicates FEED for SOP is different than for MOP. To me it looks like Allana - Farhad at the time of high potash prices went for MOP over SOP because of CAPEX which is significantly lower for MOP (could be 50% lower). After price of MOP collapsed he now wants to go with SOP, so we are almost at beginning for shareholders value - financing, construction? Such scenario may be possible.