Pricing guidance of around USD $38-43 per dry metric tonne. Total tonnes signed under non binding so far is 660K. Off that in the first year we would expect at a midpoint of $41 just over $27M revenue. At full capacity in say 4 years with 2.2m tonnes being shipped out annually we could see a little over $90M revenue from Arrowsmith North yearly. At a fixed price of $41, so upside if it’s a variable pricing contract depending on Global silica price. Not bad stats, just imagine Muchae.
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