Looks like they are getting around $280 avg for vermiculite? (dividing revenue from customers by the total production of vermiculite). If they got a price increase (say to $300)and they deliver 30,000 tonnes from 1 July 2011 then thats revenue of $9m/a. Just don't know what capex required to expand to 30,000 tonnes and therefore what sort of CR they may need to do to fund it
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