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Silica Sand prices for low Fe impurity
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VRX should really do a nice sexy update of their BFS with those prices. Without a doubt, prices for the raw material have just about doubled since they started focusing on silica sand in 2017.
The sand at Muchea is clearly worth a kings ransom, and the shear size of Arrowsmith makes competitors look small time.
I wonder if the ever increasing costs of the raw material, particularly against the backdrop of a recession caused by covid, and now a recovery, is actually complicating the off-take negotiations for the customers?
Somehow they have to forecast their silica consumption well into the future, which is no longer as predictable. - There are more pages in this discussion • 206 more messages in this thread...
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1 | 16998 | 0.035 |
1 | 3823 | 0.034 |
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Price($) | Vol. | No. |
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