Plus about $10/t royalties. Plus if they achieve $70/t unit costs I'll be pretty surprised, probably more like $75 with the cost of fuel up and a tightening contractor market, and potentially more Narrabri downtime.
So probably more like $85/t costs, before finance costs.
The revenue is more complicated too due to their product mix, with varying met, 6000 and 5500 grade product, plus contract lag. But it probably all averages out to roughly the NEWC 6000 price as a first order approximation. It's good to see the SSCC and PCI prices starting to recover a bit, which will go some way to offsetting the extra 5500 they are producing.
Ann: FY21 Production guidance update, page-109
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