oh, so this is where you went, after we were having such robust discussion that started from
37871175putting your recap on AJM in context, let's put that in contrast with a40, where
A40 have a contract price with CATL of $680 to $980/t until year 2022. They have an all in cost of $1100/t. as per post
37870225potential offtake partner problemsagain, with a40, isn't their offtake partner Burwill in trouble? And no other offtakes announced as yet?
very poor shipping performanceanother hyperbole
. You do know this is the weather update thread, right? And that the scheduling also has to accomodate the receiver's schedule?
Once again, you must be comparing this to a40 shipping 'efficiency'? By the maths in the costs above, that efficiency is actually not good for their books. Try calculating it if you don't believe me.
now with the big difference in the costs between AJM & a40, I suppose the yawning gap between the strip ratios have a lot to do with that?
AJM 4.2 vs a40 14.7
There are possibly more to scrutinise, if only that other company had a DFS
