Only a quick few points from me as not much time.
$598 = margins of $373. As such $970 spod prices is double margins and $785 is about 1.5x margins.
That gives annual EBITDA of somewhere between A$570-760m a year based on current price range (even allowing some pullback over the next couple of years).
Timeline aimed for completion end of 2019 - call it start of 2020 which is quite good.
Ganfeng and Greatwall commitments cover around 70% of capital needs. We have 200Kt unsigned and cashflow to pay for the rest.
Looks good to me.
Ann: Outstanding PFS Results 5Mtpa Expansion, page-4
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