I have a different view about unit costs.
You need to add indirect costs to C1 costs and that increases total all in costs to over $50USD/dmt
Also just because there is now increased port capacity there may be many bottlenecks in the production line which may limit volumes through the port.
I believe in most probable assumptions rather than assuming every production stage delivering beyond their design capacity.
Please accept my view as a veteran miner with over 25 years mining experience in senior commercial roles.
Minval MAusIMM CPA F FIN
Iron ore price, page-53141
-
- There are more pages in this discussion • 2,115 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add FMG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$19.76 |
Change
-0.220(1.10%) |
Mkt cap ! $60.84B | |||
| Open | High | Low | Value | Volume |
| $19.66 | $19.80 | $19.20 | $191.1M | 9.763M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 4673 | $19.73 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $19.76 | 31740 | 2 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| FMG (ASX) Chart |