KLL 0.00% $7.28 kalium lakes limited

Ann: Beyondie Operations Update, page-64

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  1. 569 Posts.
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    It would be interesting to know what the current operating costs are sitting at.
    They were estimated to be around A$470/T before talk of a 120Ktpa expansion.

    I'm sure others will be aware that potash prices have fallen significantly over the last 12 months. They are down almost 10% over the Jan-March quarter.
    https://thedocs.worldbank.org/en/doc/5d903e848db1d1b83e0ec8f744e55570-0350012021/related/CMO-Pink-Sheet-April-2023.pdf

    The outlook appears to be a fall in prices. The good news is the weak Australian dollar.

    All eyes are on actual production but what is the current cost of production and what is the margin?

 
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