Hi Gindaldan,
In interviews with Tim N. the interviewers captured and included the following information in their articles: Freight costs are about $5/tonne; and China Development Bank interest of about 3%.
Are you using these costs in your analysis? If not could you please let this forum know what the impact would be to your analysis? Also if the cost/tonne comes in at $74 (mid-point forecast from KML), could you please let this forum know the improvement? Thx., sdo
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