Kontarian Korner - Ross Jennings

In a special episode of Kontrarian Korner, Ben Kelleran interviews Ross Jennings about Millennial Potash, a company Ross believes is undervalued. Ross shares his background, including his time at Cargill and his experience with Mosaic, highlighting his interest in potash due to its importance in the global food supply. He discusses his investment in Millennial Potash, emphasizing the company's significant potash reserves in Gabon and the potential for increased production. The conversation covers the economics of potash production, potential production levels based on different ownership scenarios, and the importance of port infrastructure. Ross also addresses the feasibility study, OPEX, CAPEX, project financing, country risk in Gabon, and potential M&A targets, expressing his long-term bullish outlook on Millennial Potash and its potential for organic growth and high returns for investors.