A lot of the people calculating our loss are also forgetting that the 810 odd that PLL is paying us for the Spod agreement doesnt also include their share of the JV operational cost as a 25% partner.
So add another ~$300 AUD per ton that they will be required to pay towards Opex ($1231p/dmt x 25%).
In essence it means we are receiving about $1,500 per ton of PLL offtake with a $1,230 cost to produce.
Assuming we reach 175,000 tons.
113,000 x ~1200 AUD (810 USD) = 135,600,000 (feeds back into JV)
62,000 x ~ 2400AUD (conservative on current 1730 USD per ton price atm) = 148,800,000 (SYA share sold under JV)
Total turnover estimate ~283M
Total estimates opex
175,000 x $1230 = 215M
Net Profit - 68M
75% share - 51M.
Not a great look atm. Lets hope if the spot price trend continues at the very least opex comes down and recoveries improve.
General Discussion Topics, page-125418
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