Some numbers to play with.
Chinese are currently asking US$2,883/mt for 50% concentrate with a treatment charge of US$260-$270/mt(This via a Chinese metals website).Seems a tad high but with current concentrate demand???
This is using a conversion of US$1 = 0.131 Yuan(Renminbi)
IF Aim produces 140,000t and we apply these numbers.
Assuming the offtakers give same,we get
PER YEAR US$362M(concentrate US$2883/mt - TC $270/mt) excluding mining/transport costs.
The last number we had re operating CF was US$130M/Y.
If we allow US$20M for transport then we have a margin of
US$212M
Hmmmmmm.
Very rough and lots of assumptions BUT this being based on a current concentrate price and TC price.
Are we getting closer MF???
d.
chinese concentrate and tc prices
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AIM (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
76.0¢ |
Change
-0.010(1.30%) |
Mkt cap ! $158.6M | |||
| Open | High | Low | Value | Volume |
| 78.0¢ | 78.5¢ | 70.0¢ | $563.0K | 750.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 37893 | 76.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 77.0¢ | 1142 | 1 |
View Market Depth
| Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
| AIM (ASX) Chart |