HFR 8.04% 25.8¢ highfield resources limited

Found some data:For Javier719-750ktpa capex of $300-322MOpex...

  1. 3,933 Posts.
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    Found some data:

    For Javier
    719-750ktpa
    capex of $300-322M
    Opex $150-170T

    That looks ok for a potash operation. Capex is low.
    Agree management team has track record.

    In my opinion not as good a prospect as RWD but RWD is a SOP producer and evaporative SOP always has a better margin than MOP because of the requirement for MOP in the Mannheim process.

    I will watch this one.
    Good luck
 
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