DFS pricing (circa April 2022) for CRM was just over AUD $600/tonne (see orange line below in chart from DFS). DFS used an exchange rate assumption US $0.74.
AISC in the DFS for CRM was AUD $344.
So assuming a more conservative price AUD $600/tonne (than orange line) and AISC $344 per tonne, that's an indicative margin for CRM of AUD $256 (42.7%) on the April 2022 figures.
We wait for the updated DFS aka uDFS to provide new AISC figures. It's not clear when the uDFS will be available. Perhaps worst case September????
Ann: Offtake Terms Sheet - China market, page-20
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