What we all should consider too is that the spot price probably won't be the price PLV does the deal/s for.
The current negotiations...or negotiated negotiations ;) may see a package that enables the end user to access IO at "x' price????
Not sure we can safely assume top $$$ re IO spot price...and
we need to be realistic that the spot may not be $140 T
I notice you put $120T in there Pelm1 as a bit of a buffer..
The way i see it the quicker PLV can get any IO to the market regardless of what the spot price/negotiated/agreed price will be good for the company as they start earning
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PLV Price at posting:
63.9¢ Sentiment: None Disclosure: Held
