The only negative I can see is the contract pricing we are getting atm for SC5.3. If you work backwards from total amount shipped, deducting the BMX, you can determine the the quantity shipped under contract, and estimated price received. Refer below, I think this is right. Looks like from my calcs we are getting just shy of $4k USD/t for SC5.3 - ok, not great. Will be interesting to see this hopefully increase in the coming months, also note this line in the report:
"In accordance with Pilbara Minerals’ offtake agreements, price reviews are currently in progress with customers to try to align pricing for the Company’s spodumene concentrate with the prevailing market."
Tonnes $USD/t TOTAL 1 BMX 7 5000 $6,188.00 $30,940,000.00 2 BMX 8 5000 $6,350.00 $31,750,000.00 3 BMX 9 5000 $6,988.00 $34,940,000.00 4 Contract 123249 $3,993.06 $492,140,234.00 5 TOTALS 138249 $4,266.00 $589,770,234.00
Pap
The only negative I can see is the contract pricing we are...
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