The market is also missing this.
MNS stated today “With current Super Jumbo prices exceeding US$10,000 per tonne, this bolsters our capability to fast track Nachu graphite production.”
US$6,000 per tonne for Super Jumbo was used in the PFS to get a basket price of $2119 for our product.
In past ann. MNS stated we have a total of 65.5% Jumbo & I believe approx. 10% of the total is
Super Jumbo.
So current av. basket price is now much higher than the $2119 started in prior PFS ann. & any increase is all profit
DYOR
am I missing something ?, page-8
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