Nice find. I notice that this preso is by Murray Lines. I understand that he was advising Aaron Banks (Australian Silica) prior to the VRX acquisition of Muchea, and also consulting for VRX.
It is also interesting that everyone keeps trotting out Richard Flook;s pricing structure from about 2012 from memory. With one exception all listed companies in Aus that are targeting silica are citing this one. When you consider that prices are rising steadily, it must be quite out of date now.
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