Has the company provided any recent guidance around production volume for the first 12 months? Or is this still dependent on the BCFM which hasn’t been released?
From memory the minimum output to satisfy offtakes is 300Ktpa. With SC6 around $1.1k/t, this puts an SC5.5 product around $1k/t.
I guess it’s all up in the air until the company provides some guidance, but I can’t imagine there will be any margin leftover @$1k/t.
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