Hi @yowie013 thanks for this, really useful. Could I ask a couple of questions (for you or anyone else who might know)? 1. how did you convert freight/tonne to freight/dmtu? I'm dividing the rate/tonne by 100 and multiplying by the assumed grade but getting a different number to yours.
2. The PFS assumption is 0.65 USD/dmtu in smelter credits. Is that plausible? It's 20%+ of the FOB price (using your calculations) - worth close to $4m.
Would be good to hear people's views about the smelter credit in particular because it's the difference between a profit and a loss (ignoring all the other potential improvements in mining and freight costs). @Lockyg101@fender63@PirataCzornomaz@Christos12 any insights?
E25 Price at posting:
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