A few more random factors to throw into the basket price boullabaise:-
The large unspecified discount contained within the Rhodia contract
Just because the ore has the elements in that percentage, does not mean the recovery rates will be the same for all elements. The production forecasts posted earlier suggest a better recovery on the HREE than the LREE.
The concentrate factor. To date the company suggests that the concentration plant may run ahead of spec. If they can produce a 44% concentrate instead of a 40% concentrate, does this mean a 10% lift in production at the LAMP?
IMO the best guide is from the company, and NC suggested on the quarterly conference call that they aim to achieve the basket price.
Frankly I just hope they produce something. Soon.
actual see prices..., page-9
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