From the AGM my understanding is that the BRL contracts for DSO...

From the AGM my understanding is that the BRL contracts for DSO will be priced at a percentage of the 3 month LME aluminium price
This should allow a gross margin of $16 - $20 a ton under current conditions
Say 3 mill tons for 2010 and 8 for 2011 and there's a good profit in the DSO
Add 500k tons in 2010 and 1 million in 2011 of calcined product at approx $200 ton gross margin and that will please the market
When the refinery gets underway that's another $100 mill gross

As Donald Rumsfeld once said these are pretty much known knowns
There are always the known unknowns but these will come later and make people happy then :-))