View the original article here. endobj Wall Street Bulls Look Optimistic About Nutrien (NTR): Should You Buy? By downloading this Whitepaper, you acknowledge that we may share your information with our white paper partners/sponsors who may contact you directly with information on their products and services. .goog-te-banner-frame {display:none !important;} . The deposit contains mainly three types of potassium bearing salts including sylvinite, carnallitite, and kainitite. The appointment of RA International is testament to sound execution of our growth strategy, highlighting continued new business momentum with another significant award in the mining sector., Your email address will not be published. Danakali Limited is a resource company focused on the Colluli SOP (Sulphate of Potash) Project in Eritrea, East Africa. After all considerations and government taxes, Danakali said it expects to receive approximately $121m. Simplified process flow for the production of SOP from the Colluli resource, from this source. Shallowest known evaporite deposit globally. the countrys GDP by 2021 and 50% of the nations exports by 2030, while The benefits of this means we generate cash flow much earlier and more predictably relative to solution mining or brine operations. Under the terms of the agreement, EuroChem will take, pay, market, and distribute up to 100% of the Colluli sites SOP fertiliser production over a 10-year term, from the Projects date of commissioning. RA, listed on the London Stock Exchanges AIM board, specialises in building, operating and maintaining facilities in remote and challenging conditions across Africa, providing complex humanitarian, governmental, mining, and other commercial developments and services, Danakali says. US Level 1 ADR . Colluli - Danakali Limited taxation and exports, and from jobs and skills and economic development of the Danakali has 100% of its sales locked in for the first ten years and with the option to extend for a further three through a take-or-pay offtake agreement with EuroChem, the Swiss mineral fertiliser producer. Colluli Potash Project is a 50:50 Joint Venture between Danakali Limited and the Eritrean National Mining Company (ENAMCO). The Colluli potash deposit is considered to be one of the worlds shallowest evaporite mineralisation with potash resources found just 16m below the surface. 4. It then plans to distribute 90% of the net proceeds to shareholders and will continue as a listed company to identify new projects and potential new alternative growth opportunities. Development Goals (SDGs). 2. 86% of retail CFD accounts lose money. Proudly Researched by: Melanie Miles. Infrastructure to be developed and upgraded outside the Colluli mining license area includes sea water intake and treatment at Anfile Bay; pipeline and access corridor of 87km between Bay area and the Colluli process plant and the Colluli site road of 57km connecting Colluli to Marsa Fatuma. Mobile data does not exist. Best. Danakali Lmited is selling share to China. Artists impression of the plant at the Colluli project. The front-end engineering and design (FEED) study for the project was completed in January 2018. In June 2018, Danakali reached a binding take-or-pay offtake agreement with EuroChem Trading GmbH. Disclosure: I am/we are long SBMSF, CMP. 03 October 2022. RA, listed . Apart from SOP, the salt composition at the deposit also allows for the production of other potash products including sulphate of potash-magnesia (SOP-M) and muriate of potash (MOP). Development is already underway with expected production in 2022. Open-cut solid salt mining beats underground solid salt mining, lacustrine brine, and playa brine in operating costs. countries-EritreaReverso Context-: Only four out of now 55 countries-Eritrea, Swaziland, Libya and Somalia-lack a multi-party constitution, and the last two will get one soon. Danakali to sell stake in flagship Colluli potash project in Eritrea In addition to these benefits our grade control drilling provides us to approach the open cut mine plan with a high degree of selectivity and certainty. Internal industry and services contribute the majority of the remaining GDP, while agriculture accounts for only 13% (despite employing 80% of the population). Colluli is located in the Danakil Depression region of Eritrea and is approximately 230km by road south-east of the port of Massawa, which is Eritreas key import/export facility. <>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 594.96 842.04] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Only 12% of the total land area is suitable for farming in part due to the countrys rocky and mountainous terrain but also due to a persistent drought that afflicts much of the remaining countryside. A pre-feasibility study was completed in February 2015, followed by the completion of a definitive feasibility study in November 2015, while the mining licence was granted in February 2017. 5. It also has access to solar, wind and geothermal energy systems the East African rift. As part of the agreement with CMSC, owned 50:50 by Danakali and the Eritrean National Mining Corporation, RA will supply, deliver and install a mine accommodation camp as well as a plant administration and service facilities for the Colluli mine site. The Colluli project is located in the Danakil Depression region of Eritrea, East Africa, about 75 km from the Red Sea coast. In 2023, Botswana expects diamond output to decline by 1%. There is also potential for kieserite The project is the only known source of potash that allows extraction of the fertilizer in solid form. ,and the value is around 67,000.00 . Colluli, owned 50:50 by Danakali and the Eritrean National Mining Corporation, has a JORC-2012 compliant measured, indicated and inferred resource of 1,289 Mt at 11% K20 equivalent and 7% kieserite. Invest in t. A comparison of the Colluli and competing greenfield SOP development projects in terms of the distance to the export port, from the same source as Fig. Our people is poor continue!!!! The operating environment weighed heavily on Danakalis decision, as Eritrea is ruled by one of the worldsmost oppressive regimes and was until 2018 on the UNs sanctions list. 11). In the sprawling mining sector, potash mining is unique in that potash mines typically last decades to even centuries, thus forcing the miners to deploy capital for the long-term return, and that transportation of bulk-tonnage potash tends to lead to regional monopolies. x][sF~w""s)d;9>u^v0@ROcTE&Agdjyr8_N>}\O_,g|yrqKbzlwGouQB b-*dkGO?-M^e1?!;=^RxGN{t2k JSUUSx=ce :jc`s>h. ( source):Danakalihttps://www.danakali.com.au/You can play an important role in investing in a truly once in a lifetime business opportunity. The project has now obtained all licenses and permits within the license area and has also been granted all required permits, licences and authorisations for infrastructure construction and development outside the Colluli mining license area. 10. The front-end engineering and design (FEED) study for the project was completed in January 2018. Colluli is the premier greenfield development project globally. A United Nations report published in 2019suggested that Colluli could significantly boost the economy of Eritrea. Colluli Potash Project, Eritrea. The total measured, indicated and inferred SOP mineral resources at the deposit are estimated to be 1.29 billion tonnes grading 11% K2O. In 2019, the country received only $67.1m in foreign direct investment (FDI) inflows against $61m in 2018, according to the World Bank. The Colluli potash project is a low-cost, long-life sulphate of potash (SOP) fertiliser project under development by the Colluli Mining Share Company, a 50-50 joint venture partnership between the Australian start-up Danakali and the Eritrean National Mining Corporation. Eritrea has managed to fall out with and then mend fences with every one of its neighbouring countries. "In the beginning, things were fine, but gradually it became clear to President Isaias [Afwerki], who led the independence struggle for 30 years, that things were not going the way he expected them to," said Martin Plaut, the former Africa Editor of the BBCs World Service, in an interview in 2019. products, such as Sulphate of PotashMagnesium (SOP-M), muriate of potash The Colluli deposit comprises a massive JORC-2012 compliant Ore Reserve estimate of 1,100Mt @ 10.5% K2O for 203Mt of contained SOP equivalent, providing a mine life of almost 200 years. The Danakil Depression is located in the Southern region of Eritrea and extends over 300km into Eastern Ethiopia. The project has the world's. Upon accepting the notice, the ministry, Danakali said, also showed support for the financing of the Colluli project by: DANAKALI Ltd., Eritrea - Colluli Potash Project | Aktienforum | Aktien Forum | Diskussionsboard | Community von finanzen.net Muriate of potash, i.e., MOP (KCl; 0-0-60), which is used for wheat, corn, and other chloride-tolerant crops; Sulfate of potash or SOP (K2SO4; 0-0-50-18S), which also supplies both potassium and sulfur for high yields and quality; Potassium-magnesium sulfate, i.e., SOP-M (K2SO4-2MgSO4; 0-0-22-22S-11Mg) used as specialty fertilizer; Potassium thiosulfate (K2S2O3; 0-0-25-17S); and, Potassium nitrate (KNO3; 13-0-44) used for chloride sensitive crops that require additional nitrogen (see. I have taken a starter position and plan to build a position of meaningful size in the next couple of years. (. There is also potential for kieserite and mag chloride to be commercialized with minimal further processing required. Danakali has a 50% interest in a JV with the Eritrean National Mining Corporation (or ENAMCO), which operates the Colluli project. By clicking the Download Free Whitepaper button, you accept the terms and conditions and acknowledge that your data will be used as described in the Masdar City Free Zone privacy policy These alternative producers require substantial lead times to generate their harvest salts for processing. The Colluli process is expected to generate a product with a purity of 94.5%. These authors includeSilver Coast Research, , among others. The stock seems to be agitating for a breakout in recent weeks (Fig. As the commodity supercycle unfolds, you are invited to join The Natural Resources Hub today to take advantage of a slew of generational opportunities alongside Laurentian Research. There are 70 Subscribers monitoring this project. Potash historical demand trends by region, from this source. I based my assertion of Eritrea being ONE of the most oppressive regimes on a series of reports by human rights advocates such as Human Rights Watch (https://www.hrw.org/world-report/2021/country-chapters/eritrea) as well as sites such as D+C (https://www.dandc.eu/en/article/how-government-eritrea-became-one-worlds-most-repressive-regimes). The country only has one preferential trade agreement in force (with Italy) and is not a member of the World Trade Organisation. In food production, potassium is removed from the soil in harvested crops and must be replaced in order to maintain future crop growth. All land is considered state-owned and property rights are non-existent. A pre-feasibility study for the project was completed in February 2015 followed by the completion of a definitive feasibility study (DFS) in November 2015, while the mining license was granted in February 2017. The company expects to start full commercial production in mid-December 2022. The shortfall of projected and actual global potash capacity, from this source. Net to Danakali's 50% interest, Module I is projected to generate NPV-10 of 242 million, on average delivering an undiscounted FCF of US$43 million per year, with a post-finance IRR of 29.7%; module I&II is projected to generate NPV-10 of 439 million, on average delivering an undiscounted FCF of US$85 million per year, with a post-finance IRR of 31.3% (Table 1). In turn the well-defined geological features support our ability to maximise the potential from this the multi salt deposit. Fig. The stock chart of Danakali, modified from this source. Copyright 2023, All Rights Reserved | Alphastox | Proudly Hosted by, Danakali to sell stake in flagship Colluli potash project in Eritrea, Canada Nickel develops new method for accelerated carbon capture, Patriot Battery Metals drills nine holes at Corvette, Metso Outotec expands digital grinding inspections with acquisition of Global Physical, Fatal accident at Ivanhoes Kamoa-Kakula mine in Congo. Eritrea is bordered by Sudan in the west, Ethiopia in the south and Djibouti in the south-east, and it has a 1,150km coastline along the Red Sea. %PDF-1.7 Located in the Horn of Africa, prolonged periods of conflict and severe drought have had a catastrophic impact on the Eritrean economy and the country is one of the worlds poorest, with income per head estimated at $678 in 2022 (up from $501 in 2010). Eritrea was, until 2018, on the UNs sanctions list. Australia's Danakali (ASX, LON:DNK) is closer than ever to beginning the development of its world-class Colluli potash project in Eritrea, which is expected to become one of the world's. Are the rights of those working on the site ensured, or will they be slaves forced to work on the mine as National Service conscripts? In late 2019, the China Shanghai Corporation for Foreign Economic and Technological Cooperation began constructing part of the 500km road connecting Eritreas Massawa and Assab harbours (both have special economic zones). The relative location of the Colluli resource to these critical markets gives it a significant logistics advantage and unrivalled access to the potash markets of the future. Disclosure: Besides myself, TNRH is fortunate enough to have multiple other contributing authors who post articles for and share their views with our thriving community. and mag chloride to be commercialized with minimal further processing required. finished in June, will take the company a step closer to the construction phase This post has been syndicated from a third-party source. The Colluli potash project is expected to commence production in 2022. 5). It is generally used in combination with the other two macro-nutrients, nitrogen and phosphorus, to produce a range of fertilisers, the type used being dependent on the soil to which it will be applied. AustraliasDanakali(ASX: DNK) is selling its 50% stake in the Colluli potash project in Eritrea, Africa, almost 13 years after partnering with the Eritrean National Mining Corporation (ENAMCO) to build the mine. The Colluli project lies in an area that saw detailed geological and geochemical work by USAID and US Geological Survey with the Eritrean Ministry of Mines and Energy. In comparison, Tessenderlo (OTCPK:TSDOF) and Compass Minerals (CMP) have a P/FCF multiple of 10.0X and 20.9X, respectively. 11. The potassium salt composition in the resource provides the option to diversify the potash product suite as the Project grows. Is this happening to you frequently? Fig. A port development at Anfile Bay could assist in unlocking this potential. After the Second World War, it was annexed to Ethiopia. The document estimated that Colluli would contribute 3% of Colluli is only 75km from the Red Sea coast, 87km from a port planned at the Anfile Bay, and 230km from the existing Port of Massawa, making it the SOP deposit closest to a coastline and giving it an advantage over competing projects in neighboring Ethiopia, such as the Yara Dallol project of Yara International ASA (. Demand for fertiliser is driven by population and economic growth which directly translates to food demand. Therefore, a wide moat that's rarely seen in miners of other commodities can be found among potash miners, such as Nutrien Ltd (NTR), as discussed by fellow Seeking Alpha authors. Potash is an important fertiliser. Potash is the common term for fertiliser forms of the element potassium (K). Danakali to sell stake in flagship Colluli potash project in Eritrea Since then, potash price has fallen from the neighborhood of US$600/t MOP to as low as USS$200/t MOP by 2017, and has since been fluctuating between US$200/t and US$270/t. 2 0 obj Colluli Potash Project, Danakil - Mining Technology Over the next three decades, almost 95% of the population growth will occur in Africa, India, and South-East Asia. Reverso Context-: There was a famous incident where some of the disabled tried to walk into town to complain to him, and they were met by the police and the army who opened fire on them. They are in deep need. Surface mining allows controlled extraction, predictable production rates and efficient stockpiling of additional economic salts know to us. (. () // Colluli Potash Project Eritrea Danakali, currently undervalued and standing for a massive re-rating upon the first production, should be considered by risk-tolerant investors with a long time horizon. The development of the Colluli potash projects coincides Danakali (DNK) - Technical Analysis. Below, let's look at Danakali Ltd. (DNK.ASX) (OTCPK:SBMSF) (OTCPK:DNKLY), which operates in Eritrea. Only 1% of the population has access to the internet, according to the World Bank. In spite of the projected long-term growth of potash demand, the building of new production capacity has been lagging in the past few years, thanks to low potash prices. The United Nations Development Programme (UNDP) has indicated Colluli has the potential to significantly boost the Eritrean economy and have a substantial positive impact on the Sustainable Development Agenda of Eritrea. A United Nations report published in 2019suggested that Colluli could significantly boost the economy of Eritrea. The government will benefit from the longer-term To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Abu Dhabi has established a growing reputation as a source of innovation due to forward-thinking projects across sectors including energy, infrastructure, sport, culture and tourism. 2023 Glacier Media Group, All Rights Reserved, Botswana mining growth seen flat amid dim diamond outlook, Harmony Gold CEO says gold sector consolidation inevitable, Quest for worlds biggest diamonds gives De Beers a headache, Mali forecasts 3.5% decline in industrial gold output in 2023, Canada injects $75 million into BHPs Jansen potash mine, Russia raises fertilizer export quota by 500,000 tonnes, World to face potash price crunchas Brazil Potash propels Autazes project toward production, Europes largest rare earths deposit found in Sweden. Eritrea Archives - International Mining Danakali (ASX: DNK) is the 50% owner of the Colluli Potash Project located in Eritrea. On the financial front, a key step was taken last month when Danakali, which has a 50-50 joint venture covering Colluli with the government of Eritrea, signed a $200 million funding mandate. Image courtesy of Danakali. We use them to give you the best experience. The Colluli potash project is located in the Danakil Depression region of Eritrea, in East Africa, approximately 75km away from the Red Sea coast and approximately 177km southeast of capital Asmara. In June 2018, Danakali reached a binding take-or-pay offtake agreement with EuroChem Trading GmbH (EuroChem). The FEED economic estimates, from the same source as Fig. Colluli is located about 75 kilometres from the Red Sea coast, making it among the most accessible premium potash deposits globally. endobj with the move towards diplomatic relations between the once feuding countries "There is a supportive business environment because mining there is a very strategic industry. To the southeast of the teeming herds of wildlife in the Okavango Delta inBotswana, an offshoot of the Lundinminingdynasty is extending its search for the worlds biggestdiamonds. The project also involves the construction of a heavy fuel oil-based power plant on-site to meet the electricity requirement. Danakali: Why This Little-Known Potash Developer Is A Buy The company has completed a front-end engineering design for the production of potassium sulphate, otherwise known as sulphate of potash or SOP. On September 11, 2018, the Eritrea-Ethiopia border re-opened for the first time since 1998. One of the essential benefits of having the salts in solid form is that it takes between 2-3 weeks to mine, process and transport our SOP to Massawa Port. Many Eritreans hoped that the peace deal with Ethiopia would create economic opportunities for the country, but there is little sign of that happening yet. In the initial phase of operation, Wage said, Colluli would 4 0 obj A United Nations report published in 2019 suggested that Colluli could significantly boost the economy of Eritrea. The mine will put Eritrea among the top ten potash producers in the world and impact the global supply chain of high-quality fertiliser. The three key objectives set for the second phase of development included updating the capital estimate, project schedule and identifying key test work required to move into Phase 3. What Are the Best Fertilizer Stocks? Eritrea has one of the most erratic economies in the world, partly due to chronic drought and highly variable agricultural output: its GDP surged by 31% in 2014 before plummeting by -20.6% in 2015. "The analysis of direct impacts of Colluli potash project and its potential contributions to the sustainable development agenda in Eritrea is focused on five main areas," the report states. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Click to follow this blog and receive notifications of new posts by email. PDF owned by For personal use only 9. Subject to conditions, the deal with Chinese company Sichuan Road and Bridge Group is expected to be finalized between March and May next year, leaving Danakali with $121 million cash, of which 90% will be distributed back to shareholders. Analysis of the potential contribution of Colluli potash project to sustainable development goals in Eritrea. He covered foreign investment in Latin America for 13 years and for the past three years has lived in sub-Saharan Africa and written widely about the subject from that continent's perspective. The miner said it would use the remaining cash about $12 million to identify new projects and potential new alternative growth opportunities.. At a SOP price of US$650/tonne, annual production would generate revenue equivalent to . 3). It has had a border war with Ethiopia and a clash along the border with Djibouti. 6. Shareholders are slated to . Notify me of follow-up comments by email. (2) live portfolios for both capital appreciation and income generation. Eritrea is an ancient civilisation dating back thousands of years and was inhabited by early humans. He is an alone, he is DICTATORSHIP! Pilot tests from the Colluli salts have generated product samples for marketing purposes which are now being distributed to prospective customers.
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