for ALK to command higher price from NMPP, ALK needs to do what I have been telling them for years now... make another discovery at NMPP to add value to Boda and Kaiser.
And ALK may be able to pull this off if they hit something decent at Murga for example and then drill out another resource which will add tonnages and perhaps higher average grade.
Boda2/3 could do same.
In that scenario I can ALK getting more than $200m but even then it will not be more than $250 - $300m. But still lot more than $150m - $200m they may get now.
And I hope you are right and I am wrong and ALK gets $400m for the current set up at NMPP.
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