Hi Mikaj. thanks for your thoughts - but I must say I cannot reconcile these sorts of numbers with my very naive spreadsheet ! We do not know what % of Duncan is in the mix and also what the Chinese would be charging as a % of the concentrate mix. I very much hope you are correct my own guess would have been somewhere around USD 35/kg ?
"we only releasing quite low volumes of our SEG at the moment, averaging around 100 tpm @ around US$65/kg. This is down from peak prices/volume mid-way through last year when we averaged ~200 tpm @ over US$110/kg (so in peak times we collected around AU$100m per quarter)."
cheers
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