VML General Comments - Chat, page-1307

Hello, just doing my due dilligence, I like the sector and this came up in the REE threads that you guys may be finalising an offtake agreement so its piqued my interest. I dont really look at charts/trends or any of that, Im more a fundamentals/value type investor when it comes to miners. My understanding is that with a binding offtake agreement the idea is we will know what price VML will be able to sell their non seperated concentrate for once details are released very soon. They have outlined the CAPEX required so you can estimate the size of the CR required. What I can't find is their OPEX, management mentioned its possible for it to be in the lower quartile (Im assuming they mean for concentrate producers?) which I suppose only exist in China, anyone got any idea to what this equates to $/kg terms?