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.
Going to make the assumption that our PRM BOA has been voided...
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