SYR 4.26% 22.5¢ syrah resources limited

TON Offtakes, page-15

  1. 2,672 Posts.
    The higher the grade the harder it is to move across international borders. High grade low boron is captured by nuclear treaties. This is one of the reasons why carbon traders buy a basket of mixed (Note they do not Sell basket).

    NL - if cost recovery can be made from the vanadium then that's great. But there are still good margins available offloading low grade amorphous regolith IF doing so enables you to access the higher grade ore. In order to steal the carbon traders markets from them - we must first crush their business model. Middlemaning and wedging themselves between a customer and a supplier is largely their model. So in order to steal their markets - we must first steal their business model. That means not selling a basket. The miner must seperate the flakes themselves and sell them individually to the different customers that require different flake sizes. Means slightly higher costs - but also means their middleman 'wage' is obliterated.
 
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