Whilst we wait..., page-1784

Hi Mervh2k,

Thats a range between 50kt and 950kt / month. At the lower end, if 47 companies all buy 10kt/m, that is around 5.6mtpa which could only be achieved by running three plants at or near nameplate capacity (2mtpa).

I guess what we can take from this is that the first three plants will all be able to meet their sales targets of mtpa. Given the apparent demand, VRX should be a price setter rahter than a price taker. Given this, I'd be looking for a higher profit / tonne figure - closer to $50 than $25? I don't realy have any basis for that other than the strong interest shown so if anybody has insights that might inform guesses on this, bring em on.

Cheers,

Keith