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kahlua

06/24/22 8:50 AM

#139 RE: nowwhat2 #138

Good luck with those! I may take a closer look at NZP, time permitting. I’m in Verde long term and just recently picked up PLAN.V after doing some research. They just did a smart acquisition and are bringing tolling online for soft rock phosphate - it’s a low hanging fruit project albeit capacity is initially quite limited. They will need phosphate prices to remain robust for that project while they pursue the SCM market. It has potential with a fair portion of itm warrants for added cash and limited capex plans. Also the share structure, while not near as tight as Verde, is still okay.