g’day Pihrana.
agree, that does look like a smart deal on the marketing for the export deal.
I didn’t see any minimums in the announcement. Are there any? If not, if they sell all they produce to BSM’s, they won’t need to provide any for export through that agreement. Although I suspect, they will do some, to keep that deal active.
do you know what grade they’ll concentrate the low grade stuff up to? My reading around others seemed to indicate 62-65% as the norm. So it shouldn’t dilute their 67% stuff too much.
last one is any thoughts on when we will actually enter production? They say q2; so April 1 to June 30. I was assuming with normal delays (government approvals etc), it would be into June at least. But hoping for earlier.
cheers,
ned.
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