Going to make the assumption that our PRM BOA has been voided given it has been moved to stage 4 of production.
Would have been nice to get a heads up from James on this given his many recent presentations.
Appears to be a key driver in our “basket price” falling approx. $200 per tonne from the assumption I and others had used in our analyses.
Interested to hear from James on Friday but it concerns me that we appear to have no BOA’s signed up and a falling basket price. Either they’re being ultra conservative in their pricing in the DFS, or the demand for high value kaolin isn’t quite what they’re saying it is.
Ann: Great White Kaolin Project - Definitive Feasibility Study, page-356
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