So going by most recent BMX - $8,299 for SC6.0 CIF. They've upped contracts to $6,300 for SC6.0 CIF. Still leaving plenty of money on the table imo. Note: we were getting these kinds of prices back in April on BMX ($6,250 SC6.0 CIF - to be exact). So an 8 month delay from BMX to offtake for prices to flow through now?
Also disappointing with cost blow out for P680. From $297.5 million to $404 million.
Along with further delay to FID for P1000. Although again this still feels like a foregone conclusion given they're spending on long lead items for this upgrade. However be great if they had've just ticked it off pre-Christmas, as we've been promised for months.
All in all, not the best update imo.
Ann: Offtake Pricing & Project Expansion Update, page-47
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