The best analogy for transport that I can come up is that if the iron ore players can truck and ship DSO to China for less than $50/tonne, then I'm sure our cost to truck crushed or uncrushed ore 100 km down the road for concentrate processing willl be much less than $50/tonne. Given the consensus operating margin for GXY, PLS etal are around $300/tonne of 6% concentrate, I'd don't see the cost of trucking the ore 100km for processing being the make or break factor whilst prices are above USD$300/tonne of 6% spodumene.
KDR Price at posting:
41.5¢ Sentiment: Hold Disclosure: Held
