split, the party might start a little earlier if the company can clearly enunciate the message regarding its short term and long term profitability;
IODEX 62% Fe CFR North China Price = $USD151-152/dmt
Likely FoB Sales = $AUD110-125/dmt
Yr 1 shipping costs = $AUD35-$40/dmt*
* 1. Limited to ships of 22K-25K dmt carry capacity.
2. Shipping freight costs borne by OMS (buyer).
Likely Startup FoB Costs = $AUD55-$75/dmt
Project Highlights:
High quality product.
Premium pricing.
Hugely profitable operation.
Footnotes:
Margin upside as start up opex reduce.
Margin upside as start up shipping costs reduce.
Margin upside on weaker AUD.
Maybe the company needs a few investors to join it on the roadshow to get the message out.
Stagman
shipping included in fob costs, page-18
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