At estimated production cost (c1, FOB) of USD500/t vs Syrah claimed USD290/t am I missing something or are our costs quite high? @DoctorFouad posted once that BSM ia a low volume but low cost high margin producer compared to Syrah which is a high volume (supposedly 300ktpa+) high cost low margin producer. But at USD500 I think BSM's projected production cost is actually quite high compared to Syrah.
Apologising in advance if I have got this wrong. Not familiar with graphite.
Ann: Bass's Investor Conference Presentation, page-26
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