Just don’t forget that AISC is higher again than C1. And the PLL offtake will cap the price at maximum of US$900/t. If you convert that C1 it’s US$742/t, and then you need to gross it up to include the other costs (sustaining capex, general/admin expenses, exploration expenses) to get to AISC. In the NAL DFS they had AISC at US$740/t, if you add 20% to that you get US$888/t.
So on the PLL offtake side, the margins are razer-thin… they’re basically selling it to PLL at cost price.
I agree that hopefully/likely costs will moderate as they ramp up volumes.
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-89
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