Sometimes it is better to let everyone think you are a fool, than to open your mouth and confirm it..........
1. As per the DFS the Roto boxes are "not shipped" on a container ship. The Roto boxes are used simply to lift and dump concentrate into a ships holds.
I think you would find the Roto boxes are only an Option if heading East through to Dar Es Salamm is the confirmed route ? If so, you can whack on a further US$20 onto your OPEX per tonne which is currently using a 50-50 split
And Yes, PLS will be in shipping containers not dry bulk (Can't have the Sulphate getting wet on the journey).
2. AVZ costs in DFS are FOB . The estimate costs to port only and loaded onto the ship. AVZ does not pay for the transport via ship so those costs will not appear in the DFS.
AVZ Does not pay for Shipping ???????????????? Yet every one of your SC6 offtakes to date is on a CIF/China basis
You may want to revisit that point.
AVZ budgeting for a $25.30 discount for FOB to CIF within the DFS ??? I think you would find that not only has shipping container rates skyrocket, but also dry bulk. Refer to PLS recent quarterly "
Significant increase in sea freight costs"
3. If I'm not mistaken its gunna be a couple years before AVZ are ready to ship so if there was a problem (and theres not!) it would be gone by then....STRIKE 3 and your out!
Couple of years ???? But Nigel is dead set that in 18 months FCOT will be occurring ????
The US$370 OPEX for SC6 is looking like being closer to US$500 IMO, Don't forget to add in Shipping in the optimised DFS given all SC6 contracts to date are CIF/China Boys
