LTR have use a spod price of $1385 /t in their assumptions.
I think our original DFS used the price ?$600 as a very conservative measure.
Will be interesting to seen what the new assumption is for updated DFS. $1100 I reckon accounting for significant increase in supply. WHo knows.
$1100 x ???tonnes per year equals - head blown
computer says no
All the dickehads that come on this board dissing the monster need to be shown the door.
Cheers to all - she's gonner blow
- Forums
- ASX - By Stock
- AVZ
- Running discussion on SP
Running discussion on SP, page-56307
-
- There are more pages in this discussion • 26,458 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)