Millennial Potash Corporation (QB) (MLPNF)

Posted on behalf of Millennial Potash - Third-party coverage is catching up with Banio. Zacks Small Cap Research has initiated on MLP.v, MLPNF, walking through why a large, low-cost potash deposit on Gabon's Atlantic coast warrants a closer look ahead of a feasibility decision.

The scale: a Dec 29, 2025 MRE of Measured 648.2M tonnes at 15.7% KCl, Indicated 1.8B tonnes at 15.6% KCl, and Inferred 3.56B tonnes at 15.6% KCl, roughly 6 billion tonnes total.

The economics: the 2024 PEA on the 800,000 tpa case shows a post-tax NPV(10) of US$1.07B, 32.6% IRR, ~US$61/t OPEX, US$480M initial CAPEX, and a 1.4-year payback (Apr 23, 2024 PEA; preliminary, not reserves). Zacks frames it as one of the lowest-cost potash operations globally.

The catalyst: DFS and ESIA on track for end-2026, underpinning a mining license bid in early 2027. MLP owns 80% of Equatorial, with a path to the final 20% tied to completing the DFS. The U.S. DFC has committed up to US$3M toward the feasibility work.

Full report on the company's website: https://scr.zacks.com/news/news-details/2026/MLPNF-Zacks-SCR-initiates-coverage-of-Millennial-Potash-Corp--TSXV-MLP-with-a-target-of-US-3-85--Management-is-fast-tracking-the-de-risking-of-the-Banio-Potash-Project-in-Gabon-/default.aspx

Posted on behalf of Millennial Potash - At the Banio Potash Project in Gabon, MLP.v, MLPNF is at the stage where the drill bit starts feeding the engineering, and that's the part of this story that doesn't get enough attention.

Phase 3 is underway: four potash-specific holes totaling about 4,000m, each around 1,000m deep, testing extensions south and west (per the May 12, 2026 NR), with completion planned for Q4 2026. The model has these holes moving deeper into the evaporite basin, with potential to intersect all ten potash cycles. Earlier drilling returned potash horizons over 100m thick (BA-001-EXT 112.5m, BA-004 101.45m, per the Dec 29, 2025 MRE), unusually thick versus the 20-25m seams of conventional Saskatchewan potash.

The current resource stands at 648.2 Mt Measured at 15.7% KCl, 1.8 Bt Indicated at 15.6% KCl, and 3.56 Bt Inferred at 15.6% KCl, off only a small fraction of the roughly 1,500 km² package. The rest is still untested.

An updated MRE follows the program and feeds the ERCOSPLAN definitive feasibility study, with DFS and ESIA targeted for end-2026 and a mining license application planned for early 2027.

Full details here: https://millennialpotash.com/news/millennial-announces-initiation-of-phase-3-drill-program-at-its-banio-potash-project

Posted on behalf of Millennial Potash - In a potash market where a few producers hold prices in a tight, disciplined band, cost per tonne is the whole game. Millennial Potash's (MLP.v MLPNF) Banio Potash Project in Gabon screens at the low end of that curve.

OPEX of about US$61/t MOP is among the lowest in the sector, with transport to Brazil of about US$22/t from Banio's Atlantic coast position.

The Apr 23, 2024 PEA (preliminary, not reserves) puts the 800,000 TPY case at a post-tax NPV(10) of US$1.07B and 32.6% IRR on US$480M CAPEX.

Potash was added to the U.S. Critical Minerals List on Nov 6, 2025, with no chemical substitute for growing food at scale. The ERCOSPLAN-led AACE Class 3 DFS and ESIA are both targeted for H2 2026, with U.S. DFC funding support already in place.

More Info: Posted on behalf of Millennial Potash - INTERVIEW SUMMARY: "US DFC-Backed Giant Gabon Project Targets 2027 Construction"$MLP.v $MLPNF

Joining @CruxInvestor, @MLPotash's Chairman detailed how its Banio #Potash Project in Gabon is uniquely positioned.

A handful of producers… https://t.co/L4nZ89QEVo pic.twitter.com/02ayeinUWy— Stock Master Flash (@StckMasterFlash) June 23, 2026

Posted on behalf of Millennial Potash - On Crux Investor, the MLP (MLP.v, MLPNF) Chairman walked through the part of the Banio story that isn't on a resource table: this team has built and sold potash projects twice before.

The Saskatchewan project went to K+S, now a solution mine running over 2 million tons a year [21:19]. On a prior exit, acquirer ICL already held 17% and "ended up paying 50% premium to buy the rest" [23:28], after management lined up IFC as lead funder.

Banio is solution mining by design, which lets them start smaller and avoid the capex of underground: "we don't want to go out and raise $2 billion" [21:08]. Abasov sees the build as mostly debt, 60-65%, with royalties and little equity [16:04], and frames it as optionality: fund and build, or get acquired [22:56].

Base case is 800,000 tonnes a year, with a partner-funded deep-water port that could open the door to 4-5 million tonnes [28:23]. Feasibility is targeted by year-end, groundbreaking around end of 2027 [18:00].

Full interview:

Posted on behalf of Millennial Potash - When a US government agency wants to lead your project financing, people start paying attention. MLP.v, MLPNF sat down with Crux Investor to talk Banio, its potash project in Gabon.

The case is simple: in a market where a few producers set pricing, the low end of the cost curve is the whole game. Banio's PEA pegs OPEX at ~US$61/t MOP, with a post-tax NPV(10) of US$1.07B and a 32.6% IRR (Apr 23, 2024 PEA, preliminary, not reserves).

The US DFC has committed US$3M to fund the DFS and wants to lead project financing once it's done, potentially full funding by late 2026 / early 2027. The DFS and ESIA are targeted for H2 2026, feeding the mining license application.

Full interview summary here 👇
Posted on behalf of Millennial Potash - INTERVIEW SUMMARY: "US DFC-Backed Giant Gabon Project Targets 2027 Construction"$MLP.v $MLPNF

Joining @CruxInvestor, @MLPotash's Chairman detailed how its Banio #Potash Project in Gabon is uniquely positioned.

A handful of producers… https://t.co/L4nZ89QEVo pic.twitter.com/02ayeinUWy— Stock Master Flash (@StckMasterFlash) June 23, 2026

Posted on behalf of Millennial Potash - On Crux Investor, Millennial Potash's (MLP.v MLPNF) Chairman framed why the Banio Potash Project in Gabon screens well in a market controlled by a few disciplined producers: when you can't set the price, cost is the whole game.

The PEA pegs OPEX near US$61/t MOP, on US$480M CAPEX for the 800,000 TPY case, with post-tax NPV(10) of US$1.07B and 32.6% IRR (PEA, Apr 23, 2024; not reserves). Transport to Brazil runs about US$22/t.

Potash was added to the U.S. 2025 List of Critical Minerals on Nov 6, 2025. The ERCOSPLAN-led DFS and ESIA target H2 2026, fully funded alongside the U.S. DFC, which committed US$3M and wants to lead project financing.

Full interview:

Posted on behalf of Millennial Potash Corp. - MLP.v (MLPNF) is advancing the Banio Potash Project in Gabon, where ongoing port discussions and the evaluation of export options near Mayumba could become a major logistics advantage for the project.

Gabon’s strategic Atlantic shipping position, with routes to key fertilizer markets that avoid major maritime chokepoints, canals, narrow straits or foreign territories, helps position Banio to become a potential key future supplier of fertilizer to Africa, Brazil, the US & Asia 🌍🌱
https://twitter.com/DukeInShadows/status/2069107184433037741?s=20

Posted on behalf of Millennial Potash Corp. - "Our total resource has gone up by almost 300%. Now we have 6 billion tonnes of measured, indicated and inferred resource. So it's a very large resource and still covers only about 5% of the property.”

Millennial Potash Corp. (MLP.v MLPNF) is advancing its ongoing Definitive Feasibility Study at the Banio Potash Project in Gabon, with the newly initiated Phase 3 drill program expected to feed into that work once completed. The program includes four additional potash-specific drillholes totaling approximately 4,000m, targeting southern and western extensions of the currently outlined mineralization, including areas where previous drilling encountered thick potash sequences locally exceeding 100m.

After the drill program is complete, Millennial plans to undertake an updated mineral resource estimate and incorporate it into the DFS, which remains a central part of the company’s 2026 development timeline as Banio advances alongside an Environmental and Social Impact Assessment💥⛏️

https://millennialpotash.com/news/millennial-announces-initiation-of-phase-3-drill-program-at-its-banio-potash-project

Posted on behalf of Millennial Potash Corp. (MLP.v MLPNF) - Strip away the charts and potash comes down to one stubborn fact: there is no substitute for it.

It's the K in NPK fertilizer, the nutrient that lets crops actually yield, and nothing else does the job. That makes it less a commodity trade and more a food-security input, which is the lens worth using on the Banio Potash Project in Gabon :flag_ga:.

What makes Banio stand out is that it is not a small, incremental addition to supply.

The project now covers more than 1,500 km² and hosts roughly 6 billion tonnes of potash resources, yet only a small portion of the basin has been drilled, leaving significant room for further growth as Millennial advances toward a definitive feasibility study and eventual development decision.

More Info: Posted on behalf of Millennial Potash Corp. - @MLPotash Pushes Banio Toward a Feasibility Decision the Potash Market Quietly Needs$MLP.v $MLPNF

Strip away the charts and potash comes down to one stubborn fact: there is no substitute for it.

It's the K in NPK fertilizer, the… https://t.co/DTy9ttXTqH pic.twitter.com/k5WK1YpsuO— Stocks&Thoughts (@StocksNThoughts) June 18, 2026

Posted on behalf of Millennial Potash Corp. (TSXV: MLP, OTCQB: MLPNF; FWB: X0D) - Potash sells into one global price. A producer doesn't get to choose what it sells a tonne for, only what it costs to make and ship that tonne. So the real question for any new project isn't whether potash is expensive today. It's who keeps making money when it isn't.

That's the lens worth applying to the Banio Potash Project in Gabon, and it's where the story gets interesting. The projects that survive every part of the cycle are the ones sitting at the bottom of the cost curve, and Banio's case is built around being one of those names.

The economics (2024 PEA, preliminary):

- OPEX of approximately US$61/tonne MOP, which the company frames as competitive with the lowest-cost producers in the sector

- Transport cost to Brazil of just ~US$22/t, helped by an Atlantic-coast location

- Capital intensity of about US$600/t, versus a peer-project average near US$1,049/t

- A competitive US$480M CAPEX on the 800,000 TPY case, with a post-tax NPV(10) of US$1.07 billion and IRR of 32.6%

- An estimated 56-year life of mine at 800,000 TPY

These are PEA-stage estimates (see Apr 23, 2024 PEA) and remain preliminary economic figures, not reserves.

The catalyst that tests them is the Definitive Feasibility Study. Millennial has engaged ERCOSPLAN, a global potash specialist with experience in the West African Potash Basin, to complete an AACE Class 3 DFS on the 800,000 tpa solution-mining base case.

The DFS and the ESIA are both underway and remain on track for completion by the end of 2026, feeding a mining license application the company plans for early 2027.

The DFS is what converts those PEA numbers into bankable feasibility figures, and the funding to finish it is in place, including up to US$3M committed by the U.S. International Development Finance Corporation toward feasibility study costs.

If the DFS reflects the PEA economics, Banio's low-cost profile positions Millennial to compete as a long-life supplier regardless of where potash prices sit, and the end-2026 timeline puts that test squarely on the horizon.

More here: How big is the Banio Potash resource? A breakdown of the November 2025 ERCOSPLAN Mineral Resource Estimate.

What do these numbers really mean (1/5) $MLP.V pic.twitter.com/Ziya8gg1Pd— Millennial Potash Corp (@MLPotash) June 16, 2026

Posted on behalf of Millennial Potash Corp - When a U.S. ambassador publicly identifies potash as a critical commodity for American agriculture, it underscores just how important secure fertilizer supply has become: Posted on behalf of Millennial Potash Corp - "The One Thing America Needs From Canada" & @MLPotash's @DFCgov Funded Project$MLP.v $MLPNF

Recent comments from U.S. Ambassador Pete Hoekstra underscored the strategic importance of potash to American agriculture, identifying it as… https://t.co/r1pUZzmP7z pic.twitter.com/Hx9O3qbSBa— Stock Master Flash (@StckMasterFlash) June 12, 2026

Millennial Potash (MLP.v MLPNF) is advancing the Banio Project in Gabon as a potential new large-scale source of potash outside Canada, Russia and Belarus.

Posted on behalf of Millennial Potash Corp. - As governments and industry focus on strengthening fertilizer supply chains, attention is increasingly turning toward the next generation of large-scale potash development projects.
 
With billions of tonnes of potash resources and ongoing DFS work, Millennial Potash's (MLP.v MLPNF) Banio Project is being advanced as a potential long-term supplier to global fertilizer markets: Posted on behalf of Millennial Potash Corp - "The One Thing America Needs From Canada" & @MLPotash's @DFCgov Funded Project$MLP.v $MLPNF

Recent comments from U.S. Ambassador Pete Hoekstra underscored the strategic importance of potash to American agriculture, identifying it as… https://t.co/r1pUZzmP7z pic.twitter.com/Hx9O3qbSBa— Stock Master Flash (@StckMasterFlash) June 12, 2026

Posted on behalf of Millennial Potash Corp - Recent comments from U.S. Ambassador Pete Hoekstra underscored the strategic importance of potash to American agriculture, identifying it as one of the key commodities the U.S. relies on from Canada despite broader trade tensions. (Source: https://www.politico.com/news/2026/06/11/canada-potash-pete-hoekstra-00958424)

As one of the largest undeveloped potash projects globally, Millennial Potash's (MLP.v MLPNF)Banio Project has the potential to become a significant new source of fertilizer supply with a resource base totaling billions of tonnes, strategic Atlantic access and support from the U.S. International Development Finance Corporation (DFC). More Info: https://millennialpotash.com/

Posted on behalf of Millennial Potash Corp - A fertilizer market dominated by a handful of countries continues to highlight the strategic value of bringing new potash production online, particularly as governments and consumers increasingly prioritize long-term supply security.

Against this backdrop, Millennial Potash (MLP.v MLPNF) is advancing one of the world's largest undeveloped potash resource bases at Banio, positioning the company to benefit from growing demand for diversified supply: https://www.reddit.com/r/CanadaStocks/comments/1u2m1mw/concentrated_global_potash_supply_highlights/

Posted on behalf of Millennial Potash Corp - A fertilizer market dominated by a handful of countries continues to highlight the strategic value of bringing new potash production online, particularly as governments and consumers increasingly prioritize long-term supply security.

Against this backdrop, Millennial Potash (MLP.v MLPNF) is advancing one of the world's largest undeveloped potash resource bases at Banio, positioning the company to benefit from growing demand for diversified supply: https://www.reddit.com/r/CanadaStocks/comments/1u2m1mw/concentrated_global_potash_supply_highlights/

Posted on behalf of Millennial Potash Corp. - A recent market update from Scotiabank's Global Fertilizers team highlighted how renewed cooperation between major Russian and Belarusian potash producers could support potash pricing, underscoring the importance of supply concentration in the global fertilizer market.

With its strategic location, export access, and focus on developing a reliable new source of potash supply, Millennial Potash (MLP.v MLPNF) represents a compelling opportunity for those seeking exposure to the growing importance of fertilizer supply chain diversification.

More Info: Global Fertilizers Market Update:

Scotiabank's Global Fertilizers team recently examined the prospect of renewed cooperation between the major Russian and Belarusian potash producers, over a decade after their previous arrangement broke up in 2013.$MLP.v $MLPNF pic.twitter.com/cK26EsyAxD— Millennial Potash Corp (@MLPotash) June 9, 2026

Posted on behalf of Millennial Potash Corp - As governments and agricultural markets increasingly prioritize fertilizer supply security, projects with scale, infrastructure advantages and strategic location are becoming harder to ignore: Posted on behalf of Millennial Potash Corp. - Why Banio's Strategic Advantages Extend Beyond Its Resource Base$MLP.v $MLPNF

With attention on ongoing DFS work & resource expansion drilling, several important aspects of @MLPotash's investment thesis remain underappreciated.

Key… https://t.co/Ca2ccDPRf7 pic.twitter.com/69kRYtWZM8— Stocks&Thoughts (@StocksNThoughts) June 5, 2026

Millennial Potash's (MLP.v MLPNF) Banio checks several of those boxes, combining one of the world's largest undeveloped potash resource basins with Atlantic Coast access, proximity to Brazil and support from the U.S. DFC as development work continues.

Posted on behalf of Millennial Potash Corp - A massive resource is only part of the story; Millennial Potash (MLP.v MLPNF) is advancing Banio with strategic coastal access, proximity to key fertilizer markets, U.S. DFC support, and growing relevance within global critical mineral and food security supply chains: Posted on behalf of Millennial Potash Corp. - Why Banio's Strategic Advantages Extend Beyond Its Resource Base$MLP.v $MLPNF

With attention on ongoing DFS work & resource expansion drilling, several important aspects of @MLPotash's investment thesis remain underappreciated.

Key… https://t.co/Ca2ccDPRf7 pic.twitter.com/69kRYtWZM8— Stocks&Thoughts (@StocksNThoughts) June 5, 2026

With DFS work, resource expansion drilling, infrastructure planning and permitting efforts progressing in parallel, the project continues moving toward a potential development decision.

Posted on behalf of Millennial Potash Corp. - While Banio's ongoing DFS and resource expansion work continue attracting attention, several key aspects of the project's investment thesis remain underappreciated.
 
From its massive resource scale and strategic location closer to Brazil than Saskatchewan, to DFC backing, government support, food security exposure and a management team with a history of creating billions in shareholder value, Banio is positioned at the intersection of several major long-term industry trends.
 
More Info: https://millennialpotash.com/presentation

Posted on behalf of Millennial Potash Corp. – Potash's recent addition to the U.S. Critical Minerals List highlights its growing strategic importance beyond food production as governments seek to diversify supply chains.

Amid this opportunity, Millennial Potash (MLP.v MLPNF) is advancing the Banio Project in Gabon with DFC support and a resource base that ranks among the largest undeveloped potash deposits globally.

More Info: https://www.reddit.com/r/PennyStocksCanada/comments/1tv3de4/why_potash_supply_concentration_matters_in_2026/

Posted on behalf of Millennial Potash Corp - With roughly 70% of global potash production concentrated in just three countries and potash now designated a U.S. critical mineral, fertilizer supply security is becoming an increasingly important global issue.

Against this backdrop, Millennial Potash (MLP.v MLPNF) is advancing the Banio Project in Gabon, one of the world's largest undeveloped potash resource basins. More Info: https://www.reddit.com/r/PennyStocksCanada/comments/1tv3de4/why_potash_supply_concentration_matters_in_2026/

Posted on behalf of Millennial Potash Corp. – As governments increasingly focus on securing critical mineral supply chains, potash's addition to the U.S. Critical Minerals List underscores the strategic importance of fertilizer security.

With a massive resource base, ongoing development work and support from the DFC, Millennial Potash (MLP.v MLPNF) is positioning Banio as a potential future source of diversified potash supply at a time when global markets are becoming increasingly focused on supply security and geopolitical risk.

More Info: A short thread on why potash supply concentration matters in 2026, and what the US Critical Minerals List addition (Nov 2025) actually means.

(1/7) $MLP.v $MLPNF pic.twitter.com/HDM9DQMVlo— Millennial Potash Corp (@MLPotash) June 1, 2026

Posted on behalf of Millennial Potash Corp. - As fertilizer security becomes an increasingly strategic priority, Millennial Potash (MLP.v MLPNF) believes the Banio Project is positioned to help diversify global potash supply from a market where production remains heavily concentrated among a handful of countries.
 
Joining CNBC, CEO Farhad Abbasov discussed rising geopolitical interest in potash, growing institutional support, and why Banio's scale, coastal location, and development progress continue attracting attention: Posted on behalf of Millennial Potash Corp - INTERVIEW SUMMARY: @MLPotash CEO on Fertilizer Security & Banio Growth$MLP.v $MLPNF

On @CNBCi, MLP CEO detailed the evolving global fertilizer market & strategic positioning of its Banio Potash Project: https://t.co/ybI13TA5Wj… https://t.co/qG0hAqNmeL pic.twitter.com/EtuRL3T4QX— Stock Master Flash (@StckMasterFlash) May 25, 2026

Posted on behalf of Millennial Potash Corp - Backed by a US$3M commitment from the U.S. DFC, Millennial Potash (MLP.v MLPNF) is advancing one of the world's largest undeveloped potash basins with resource growth drilling, feasibility work and institutional backing: Posted on behalf of Millennial Potash Corp. – The DFC Advantage: @MLPotash Advances Banio Toward Development

Backed by @DFCgov support & one of the world's largest potash resource bases, $MLP is advancing the Banio Potash Project toward development. $MLP.v $MLPNF https://t.co/kDP2arWmjx pic.twitter.com/c46Rh36iKC— Stock Master Flash (@StckMasterFlash) May 28, 2026

With a DFS targeted for completion by the end of 2026 and new drilling underway, Banio continues moving toward a future mining license application and potential development decision.

Posted on behalf of Millennial Potash Corp. – Millennial Potash (MLP.v MLPNF) continues advancing the Banio Potash Project in Gabon through ongoing DFS, ESIA, infrastructure, financing and resource expansion programs ahead of a future mining license application: Posted on behalf of Millennial Potash Corp. – The DFC Advantage: @MLPotash Advances Banio Toward Development

Backed by @DFCgov support & one of the world's largest potash resource bases, $MLP is advancing the Banio Potash Project toward development. $MLP.v $MLPNF https://t.co/kDP2arWmjx pic.twitter.com/c46Rh36iKC— Stock Master Flash (@StckMasterFlash) May 28, 2026

Notably, MLP's advancement into the development stage is being supported by a growing network of strategic and institutional partners, highlighted by the involvement of the US International Development Finance Corporation (DFC), which has committed US$3M toward feasibility study costs.

Posted on behalf of Millennial Potash Corp. – With Phase 3 drilling now underway and feasibility work advancing, Millennial Potash (MLP.v MLPNF) says Banio has grown into “one of the largest potash resource basins in the world” as the company works toward a potential mine build decision in 2027: Posted on behalf of Millennial Potash Corp - INTERVIEW SUMMARY: @MLPotash CEO on Fertilizer Security & Banio Growth$MLP.v $MLPNF

On @CNBCi, MLP CEO detailed the evolving global fertilizer market & strategic positioning of its Banio Potash Project: https://t.co/ybI13TA5Wj… https://t.co/qG0hAqNmeL pic.twitter.com/EtuRL3T4QX— Stock Master Flash (@StckMasterFlash) May 25, 2026

Posted on behalf of Millennial Potash Corp. - A recent J.P. Morgan report examining global fertilizer supply vulnerabilities tied to geopolitical tensions in the Persian Gulf and potential El Niño-driven agricultural disruptions has renewed attention on the need for diversified global fertilizer supply chains and long-term food security, factors that could increase the strategic relevance of large-scale potash development projects like Millennial Potash’s (MLP.v MLPNF) Banio Project in Gabon.
https://www.jpmorgan.com/insights/sustainability/climate/food-security-under-pressure

MLP is currently advancing Banio through a new 4,000m Phase 3 drill program focused on extending mineralization south and west of the current resource area, supporting an updated Mineral Resource Estimate and the ongoing Definitive Feasibility Study targeted for completion by the end of 2026. Full news here:
https://millennialpotash.com/news/millennial-announces-initiation-of-phase-3-drill-program-at-its-banio-potash-project

Posted on behalf of Millennial Potash Corp - Joining CNBC, Millennial Potash (MLP.v MLPNF) CEO detailed the evolving global fertilizer market, strategic positioning of the Banio Potash Project in Gabon, and why governments and investors are increasingly viewing potash as a critical resource amid growing geopolitical uncertainty:

Notably, MLP is a potential new entrant into a highly concentrated global potash market, leveraging Banio’s scale, coastal location, and growing geopolitical focus on fertilizer security to attract strategic and institutional interest.

Posted on behalf of Millennial Potash Corp - As highlighted on Swiss Resource Capital, Millennial Potash (MLP.v MLPNF) recently commenced its Phase 3 drill program at the Banio Potash Project in Gabon, with a four-hole campaign focused on testing the southern and western extensions of the thick potash sequences identified in earlier drilling:

Notably, the broader goal of the program is to continue expanding and refining the scale of the Banio deposit as MLP advances one of the larger undeveloped potash projects in Africa.

Posted on behalf of Millennial Potash Corp. - Millennial Potash Corp. (MLP.v MLPNF) has launched a 4,000m Phase 3 drill program at its Banio Potash Project in Gabon, targeting resource expansion potential south and west of existing mineralization. An updated MRE will follow the drill program and be included in MLP’s ongoing DFS, targeted for completion in 2026. Full news breakdown here⬇️
https://www.reddit.com/r/CanadaStocks/comments/1tdfdxb/millennial_potash_corp_mlpv_mlpnf_launches_phase/

Posted on behalf of Millennial Potash Corp - Echoing recent commentary from Rock Bottom Entries, Millennial Potash (MLP.v MLPNF) continues attracting attention as a potential fertilizer sector breakout story ahead of anticipated drilling at the Banio Potash Project in Gabon: $MLP.v @MLPotash

My #1 fertilizer idea.

Major bottom looks to be in - setting up for a big move into 2H2026.

Drilling + deep-water port announcements pending 👀 pic.twitter.com/pdIZG9b5aT— Rock Bottom Entries (@RockBtmEntries) May 20, 2026

Notably, Banio’s coastal location, export potential into Brazil, and exposure to tightening global potash supply dynamics continue strengthening the project’s long-term strategic appeal.

More Info: Posted on behalf of Millennial Potash – "Family Offices Build Stake in Niche Miner After Stock Soars 900%" $MLP.v $MLPNF@Bloomberg highlighted growing interest in early-stage critical mineral developers, with @MLPotash emerging as a notable example following a +900% share… https://t.co/8juv8ht4R8 pic.twitter.com/j4Vc7x82ci— Stock Master Flash (@StckMasterFlash) May 19, 2026

Posted on behalf of Millennial Potash Corp. – A recent Bloomberg feature highlighted growing interest from global family offices in early-stage critical mineral developers, with Millennial Potash (MLP.v MLPNF) emerging as a notable example following a more than 900% share price rally last year tied to its Banio Potash Project in Gabon: https://www.bloomberg.com/news/articles/2026-05-12/family-offices-build-stake-in-niche-miner-after-stock-soars-900?taid=6a038b7332982f000154901b&utm_campaign=trueanthem&utm_content=business

With growing institutional and private wealth interest in strategic resource assets, MLP continues positioning Banio as a long-term potash development story tied to global fertilizer security and shifting critical mineral supply dynamics.

Posted on behalf of Millennial Potash Corp. – Millennial Potash (MLP.v MLPNF) commenced Phase 3 drilling at its Banio Potash Project in Gabon, targeting extensions of thick potash horizons beyond the current resource footprint as the company advances toward an updated MRE and DFS by the end of 2026: Posted on behalf of Millennial Potash Corp. – TODAY: @MLPotash Announces Initiation of Phase 3 Drill Program at Banio Potash Project$MLP.v $MLPNF

Today, $MLP commenced its Phase 3 drill program at the Banio Potash Project in Gabon, targeting resource expansion south and west of… https://t.co/ztk8oeZrNu pic.twitter.com/QRGdegMQHt— Stock Master Flash (@StckMasterFlash) May 12, 2026

With previous drilling intersecting potash sequences locally exceeding 100m thick and geological modeling suggesting potential to encounter all ten potash cycles deeper in the basin, the new ~4,000m campaign is designed to further scale the Banio system while advancing infrastructure and development planning.

Posted on behalf of Millennial Potash Corp. – Today, Millennial Potash (MLP.v MLPNF) has commenced its Phase 3 drill program at the Banio Potash Project in Gabon, targeting resource expansion south and west of the current deposit footprint: https://millennialpotash.com/news/millennial-announces-initiation-of-phase-3-drill-program-at-its-banio-potash-project

The ~4,000m program will test new areas believed to host thick potash sequences, with results expected to support an updated resource estimate and the ongoing DFS targeted for completion by the end of 2026.

Posted on behalf of Millennial Potash Corp. – Millennial Potash (MLP.v MLPNF) climbed 11% today as potash prices continue pushing toward multi-year highs, reinforcing the long-term leverage of the Banio Project to strengthening fertilizer markets: Posted on behalf of Millennial Potash Corp. – Multi-Year Highs for Potash Prices Strengthen Long-Term Leverage for @MLPotash's Banio$MLP.v $MLPNF

Potash prices are trending higher, with muriate of potash recently reaching multi-year highs amid tightening fertilizer markets &… https://t.co/jCxGpHfFJr pic.twitter.com/LMcLcTQFHA— Stocks&Thoughts (@StocksNThoughts) May 7, 2026

With the DFS and ESIA underway, additional resource expansion drilling planned, and infrastructure and financing discussions advancing, MLP continues moving Banio closer toward development in Gabon.

Posted on behalf of Millennial Potash Corp. - Millennial Potash Corp. (MLP.v MLPNF) continues advancing its Banio Potash Project in Gabon, a large-scale potash development project located along the country’s southern Atlantic coastline with planned government-backed infrastructure including a port and power facilities. An MRE outlines 648.2M tonnes grading 15.7% KCl in Measured resources, 1.8B tonnes grading 15.6% KCl in Indicated resources, and 3.56B tonnes grading 15.6% KCl in Inferred resources (see MLP's December 29, 2025 PR), positioning Banio as a significant potash asset with substantial overall scale. More⬇️
https://millennialpotash.com/

Posted on behalf of Millennial Potash Corp. – Potash prices continue trending higher, with muriate of potash recently reaching multi-year highs amid tightening fertilizer markets and ongoing global supply constraints. (Source: https://ycharts.com/indicators/potassium_chloride_muriate_of_potash_spot_price)

Notably, the strengthening pricing environment continues to reinforce the long-term leverage of large-scale development projects including Millennial Potash's (MLP.v MLPNF) Banio with both the DFS and ESIA now underway and targeted for completion by the end of 2026. More Info: https://millennialpotash.com/news/millennial-reports-continuous-progress-at-its-banio-potash-project

Posted on behalf of Millennial Potash Corp. – Backed by fresh institutional funding and a growing 1,500 km² land package, Millennial Potash (MLP.v MLPNF) is quietly advancing Banio into what could become a strategically important Atlantic-facing potash project serving Brazil’s massive fertilizer market: Posted on behalf of Millennial Potash Corp - Capital Rotation Accelerates: Mining Inflows Hit Record Pace as @MLPotash Positions Banio for the Commodity Supercycle$MLP.v $MLPNF

"Major fund managers are heralding a sustained rally in mining and metals as money floods into the… https://t.co/4s6wFSZmxs pic.twitter.com/cIBuCDTHa6— Stock Master Flash (@StckMasterFlash) May 1, 2026

Posted on behalf of Millennial Potash Corp. - After outlining large-scale potash resources at its Banio Project in Gabon, Millennial Potash (MLP.v MLPNF) is advancing a Definitive Feasibility Study & ESIA toward completion amid an ongoing fertiliser squeeze. The work is expected to support a Mining License application in early 2027. More here⬇️
https://www.reddit.com/r/InvestingCanada/comments/1szeojw/millennial_potash_mlpv_mlpnf_advances_banio

Posted on behalf of Millennial Potash – As billions rotate into mining and major funds call the start of a new commodity cycle, Millennial Potash (MLP.v MLPNF) is advancing Banio right as capital, macro, and supply security begin aligning in its favor: Posted on behalf of Millennial Potash Corp - Capital Rotation Accelerates: Mining Inflows Hit Record Pace as @MLPotash Positions Banio for the Commodity Supercycle$MLP.v $MLPNF

"Major fund managers are heralding a sustained rally in mining and metals as money floods into the… https://t.co/4s6wFSZmxs pic.twitter.com/cIBuCDTHa6— Stock Master Flash (@StckMasterFlash) May 1, 2026

Now spanning over 1,500 km², the project continues to grow in scale alongside its strategic importance.

Posted on behalf of Millennial Potash Corp - As capital rotates aggressively into hard assets, the macro backdrop supporting projects like Millennial Potash's (MLP.v MLPNF) Banio is no longer theoretical, it’s being confirmed by global capital flows and institutional positioning: https://www.reuters.com/legal/transactional/big-funds-bet-billions-mining-supercycle-2026-04-30/

MLP is operating at the intersection of three powerful forces: capital rotation into mining, growing institutional conviction in a new commodity cycle, and a global push for supply security, positioning Banio as a strategically relevant asset in a rapidly shifting macro environment.

More info on MLP: https://www.reddit.com/r/InvestingCanada/comments/1szeojw/millennial_potash_mlpv_mlpnf_advances_banio/

Posted on behalf of Millennial Potash Corp – As global fertilizer markets look for new, reliable supply beyond traditional producers, Millennial Potash (MLP.v MLPNF) is advancing Banio as a rare combination of scale, low-cost potential, and direct Atlantic access into Brazil, now moving toward a DFS with a clear focus on execution and deliverability: Posted on behalf of Millennial Potash Corp - "Advancing a Feasibility Study for a Potentially New Atlantic Supplier"$MLP.v $MLPNF

As featured on @DELCommInc, @MLPotash is moving the Banio Project in Gabon toward a Definitive Feasibility Study, positioning it as a potential… https://t.co/rzWvTvfQ4J pic.twitter.com/ZaLfsx4Cag— Stock Master Flash (@StckMasterFlash) April 28, 2026

Posted on behalf of Millennial Potash Corp. - As fertiliser shortages linked to the Iran conflict raise concerns about next year’s grain harvests and push nutrient security back into focus, Millennial Potash Corp. (MLP.v MLPNF) has advanced its Banio Potash Project in Gabon by increasing its interest to 80%. As global food demand continues to grow and fertiliser supply chains face renewed geopolitical stress, projects advancing toward feasibility like Banio may play an increasingly important role in future nutrient supply diversification🌱
https://millennialpotash.com/news/millennial-completes-milestone-payment-and-increases-ownership-of-its-banio-potash-project-to-80

Iran war fertiliser squeeze could spell trouble for next year's grain harvests - https://t.co/ldL8mkgFMZ— Reuters Ag News (@ReutersAg) April 27, 2026

Posted on behalf of Millennial Potash Corp - As featured on DEL Communications, Millennial Potash (MLP.v MLPNF) is moving the Banio Project in Gabon toward a Definitive Feasibility Study, positioning it as a potential low-cost, large-scale supplier into global fertilizer markets: https://flipbooks.delcommunications.com/PP2026-1#page/25

Banio is being engineered as a disciplined, cost-competitive project designed to perform across cycles, with the scale, logistics, and market positioning to emerge as a meaningful new Atlantic potash supplier.

Posted on behalf of Millennial Potash Corp. – As U.S. farm bankruptcies climb for a third straight year and fertilizer costs surge, pressure across the agricultural system is intensifying. With nitrogen prices spiking and farmers cutting inputs or shifting crops, the spotlight is turning toward supply, cost stability, and long-term fertilizer security—setting the stage for projects like Banio. (Source: U.S. Farm Bankruptcies Surge +46% as Fertilizer Costs Squeeze Farmers:

The American Farm Bureau Federation reported 315 Chapter 12 bankruptcy filings in 2025, up from 216 in 2024 and the third consecutive annual increase.

The Midwest got hit hardest with 121 filings, a +70%… pic.twitter.com/dRhRbrPL9B— Hedgeye (@Hedgeye) April 27, 2026 )

With Brazil MOP prices at ~US$405/t (above the US$387/t PEA base case), Millennial Potash’s (MLP.v MLPNF) Banio Project is leveraged to stronger markets. A low-cost profile (~US$61/t OPEX, ~US$22/t shipping) and coastal access support robust economics (NPV10 ~$1.07B, IRR 32.6%) on a ~6Bt resource targeting 800kt/year production.

More info: https://www.reddit.com/r/PennyStocksCanada/comments/1st2ned/rising_potash_prices_strengthen_economics_for/

Posted on behalf of Millennial Potash Corp - In an article highlighting valuation disconnects between mining companies with and without royalty burdens, Millennial Potash (MLP.v MLPNF) was pointed to as a clear example of the strategic advantage of remaining unencumbered ahead of project financing: https://substack.com/home/post/p-195343483

The piece outlines how developers with existing royalties often trade at ~15% discounts due to reduced NPVs, but argues this understates the true opportunity cost, as royalty companies themselves value these streams at premium multiples. As a result, companies like MLP, without a royalty burden, retain a key financing lever, with the potential to use a future royalty to fund a significant portion of capex and reduce equity dilution at the project financing stage.

Posted on behalf of Millennial Potash Corp - Potash pricing is doing the heavy lifting, and Millennial Potash (MLP.v MLPNF) is benefiting from spot prices trending above its PEA assumptions as Banio shapes up as a low-cost, coastal supply story with scale, margin, and growing ownership leverage into Brazil: Posted on behalf of Millennial Potash Corp. – Rising Potash Prices Strengthen Economics for @MLPotash as Banio Advances Toward Development$MLP.v $MLPNF

With Brazil CFR granular MOP spot prices now at ~US$405/t, $MLP is operating above its PEA base case assumption of US$387/t,… https://t.co/eHMZSeO6i6 pic.twitter.com/N9CahTx1Zb— Stocks&Thoughts (@StocksNThoughts) April 22, 2026
 
With

Posted on behalf of Millennial Potash Corp. – Potash prices in Brazil just hit ~US$405/t, above Millennial’s PEA base case of US$387/t, strengthening the economics at its Banio Project.

With projected operating costs of ~US$61/t and ~US$22/t shipping to Brazil, Banio is positioned as a potentially low-cost supplier into a major import market.

The project already shows strong PEA economics (US$1.07B NPV, 32.6% IRR) and a large ~6Bt resource, with plenty of upside as drilling continues.

Source: $MLP.v $MLPNF
Brazil CFR Granular MOP spot just hit US$405/t — above the US$387/t base case assumption in Millennial Potash's PEA.

CFR = the delivered price to the buyer's port, including shipping.

Banio Project: Atlantic coast. 3,560 nautical miles to Santos. ~US$22/t… pic.twitter.com/JbHahxzWGZ— Millennial Potash Corp (@MLPotash) April 21, 2026

Posted on behalf of Millennial Potash Corp. - As global fertilizer demand increases, Millennial Potash (MLP.v MLPNF) is advancing the Banio Potash Project, which has >2,450MT of M&I resources grading 15.61% KCL (see MLP's 12/29/25 PR). DFS & ESIA studies are underway and expected to support MLP's Mining License application in early 2027. More⬇️
https://www.reddit.com/r/CanadaStocks/comments/1sr80pk/millennial_potash_corp_mlpv_mlpnf_raises_stake_to/

Posted on behalf of Millennial Potash Corp. - Millennial Potash (MLP.v MLPNF) recently increased its stake in the Banio Potash Project to 80%. Under the agreement to acquire the remaining 20% interest, MLP is targeting completion of a Definitive Feasibility Study by the end of 2026.
https://millennialpotash.com/news/millennial-completes-milestone-payment-and-increases-ownership-of-its-banio-potash-project-to-80