Hate to be a downer but these guys are not leaving much room for the price of spod going down...
AVZ: LOM $920 USD for 5.8% concentrate.
Competitor: LOM $633 USD for 6% concentrate.
Ie the are pricing in a bit more than %50 extra LOM once you consider the .2% lower grade each % worth roughly $15 US difference so AVZ at 6% would be about $950..
Anyway good luck holders!