previously I think price per tonne of boron was around $750/tonne (don’t quote me on that it’s been a while). Iv read somewhere that boron contract prices to form an overall commodity price is not as public as other commodities (likely because turkey controls so much of the worlds supply), and I think I saw from another reference (after they found some indirect way of determining average boron price) that it’s currently closer to around $900/ tonne +-$50. So say $158M in boron per year (RR was 175000 tonnes of boron pa which will fluctuate depending on the band they mine (is in the ball park of $100-200M you said I think it was previously around $130M). This puts annual revenue around $708M USD PA at 22T lith carb and $25k per tonne. But will get the numbers they are using to model it soon enough.
INR Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
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