yeah, I think pricing is pretty opaque and generally between mine and manufacturer as opposed to a distributor/clearance house (think LME). As a result pricing will likely be hush hush even if offtakes are announced with general statements like "in line with/in excess of BFS". I'm foreshadowing there.... if offtakes are announced they will have ZERO detail.... be prepared
obviously not an importer of any kind but I suspect the real value lies in the timely delivery of consistent grades for long periods...of which some would likely pay overs.
that said, the new BFS may shed some light but even the old numbers worked just fine. stick with those for any future pricing and everything else will be a pleasant surprise.
