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rock phosphate rises to $110 us fob morrocco, page-46

  1. corgifan
    352 Posts.
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    22/10/09
    13:15
    Post #: 5816797
    FWIW POZ yesterday in a presentation estimated their OPEX is $A90/t for a 500ktpa operation. Should MAK differ greatly from that? They also said, "a recent rock phosphate price of US$129/tonne CFR west India (CRU Group, September 2009) for 35.25% P2O5 has been recorded"

    The presentation was a bit scant on the phosphate demand drivers mind you.
    AEV Price at posting: 37.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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