Das einzige was zu Buffett passen würde, wäre die langfristige Perspektive.
Eine Übernahme oder Beteiligung von PHP-Billiton wäre für mich etwas nachvollziehbarer. Die haben schon einiges geschluckt und deren Hunger ist unstillbar. Wer hier durch wen mit manipuliert weiss keiner! Billitons langfristigen Interessen in Bezug auf Potash sind jedenfalls interessant zu lesen.
Potash
Our Potash strategy is to build a material industry position over the long term.
We have acquired exploration permits, issued by the Government of Saskatchewan, covering over 14,000 square kilometres of mineral rights in the Province of Saskatchewan in Canada. The permits are
a result of our acquisitions, primarily of Anglo Potash Ltd in
CY2008 and Athabasca Potash Inc in
CY2010. Our existing exploration permits are expected to convert to lease between
CY2013 and
CY2016 in accordance with our planned lease conversion strategy. Our existing government mineral leases expire in
CY2033 and
CY2034 unless renewed for further terms.
We continue advancing our Jansen Project, a greenfield potash project, located approximately 146 kilometres east of Saskatoon, in south Saskatchewan. Jansen is currently being designed to ultimately produce almost 10 Mtpa of agricultural grade potash for more than 50 years. The updated Measured Resource estimate for Jansen is 5.3 billion tonnes.
Jansen progressed into the feasibility study phase (an advanced stage of our project approvals process) in February 2011.
On 20 August 2013, an additional US$2.6 billion investment
was announced for Jansen, bringing total approved spending to US$3.8 billion. This represents pre-commitment spending to fund the excavation and lining of the Jansen Potash Project production and service shafts, and to continue the installation of essential surface infrastructure and utilities. Completion of both shafts
is expected during
CY2016, while the associated works program will extend into
CY2017.
The investment will be spread over a number of years, with annual instalments of approximately US$800 million. WE ARE LOOKING AT THE INTRODUCTION OF ONE OR MORE MINORITY PARTNERS, consistent with our approach for certain of our other resource operations.
We are continuing to execute a ground freezing program, in which the ground is frozen using a closed system of refrigeration pipes through which brine is circulated to allow for the sinking of the service and production shafts. Shaft collars were completed
in December 2012 and shaft sinking began at the end of
CY2012. The eventual depth of the service and production shafts will be approximately one kilometre.
We are continuing to study other potential projects in the Saskatchewan potash basin, including Young, Boulder and Melville, and are progressing these projects. We are also conducting a potash exploration program in the same basin, including 3D seismic survey and drilling programs.
www.bhpbilliton.com/home/investors/reports/...alReport2013.pdfSeite 27
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