the dfs cited $180 AUD per tonne. I think you would get another $10 per tonne lower just on scale eg 400k tonnes pa vs 650k tonnes pa.
im not sure what the cost saving on bing bong would be however its half the distance to Darwin and less touch. Haulage costs per tonne in the DFS were $115 per tonne. So could be material..:.
maybe buyer on Friday was figuring this out.
also I was hearing on the grapevine that it should be a multitude of off takers like 3 or 4. So that should dispel any notion that hebang are going to grind Avenira into the dust.
AEV Price at posting:
0.8¢ Sentiment: Buy Disclosure: Held
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