I've watched this for a couple of years and was in a while back before it went above 10c, surprised to see it back at 6-7c range, thinking of jumping back in but have a couple of questions that hopefully one of the regulars here can quickly answer.
1 What's the max output ktpa of the current plant (before stage 1.5 upgrade)?
2 What's the approx price CXM are receiving per tonne, is it pegged to world bank data, on in the ballpark, say around $340usd/t or approx $500aud.
3 What's the approx cost to produce per tonne at the moment, before stage 1.5?
I can see CXM estimate $180-200aud cost to produce at stage 1.5. Even with producing costs at a higher $250/t, and a modest $450aud sale price, and half the amount of stage 1.5 of say 300ktpa being sold, it is still $60million annual profit (300kt x $200 profit).
Just want to do some quick back of napkin calculations for stage 1 in itself, before 1.5. I want in on phosphate because I can see prices going up with China banning exports. China is the largest phosphate exporter in the world, if they pause their exports, CXM would stand to make a heap of money from stage 1, let alone if the can get to stage 1.5 or stage 2.
thanks in advance
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