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Ross Jennings
Investor and large shareholder in Millennial Potash with background in commodities and emerging markets finance; provides detailed analysis on potash project economics, financing, and geopolitical risk.
Best podcasts with Ross Jennings
Ranked by the Snipd community
Dec 9, 2025
• 1h 24min
Kontarian Korner - Ross Jennings
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Ross Jennings, an investor and large shareholder in Millennial Potash, shares insights from his extensive background in commodities. He discusses the undervaluation of Millennial and the expected resolution of port logistics by 2026. Jennings highlights the significant economies of scale from the Banio project and its structural advantages in shipping to Brazil. He also covers the importance of CAPEX and OPEX figures, potential future valuations, and the geopolitical landscape in Gabon, all while encouraging investors to focus on long-term growth drivers.
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