I see a lot of posters are drawn to making assumptions based on the spot price for spod and what that will mean to CXO profitability. I tend to take a more pragmatic approach. Floor and ceiling price for offtake is commercially sensitive, but I wonder how others think in terms of that in percentages. My assumptions are 10-15% above the floor and perhaps 20% off the ceiling. It's only a guess but would like other opinions.
Cheers.
Banter and general comments, page-11387
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