Speaking of DSO my understanding is that this is currently slated for a period of 18 months. As such, ADN is looking to ship 900kt of material in total.
In August 2019, ADN released this announcement (link) confirming indicative pricing of $115-140/t Cost Insurance & Freight (CIF).
This report dated August 2020 'Increasing Kaolin Potential at Brumby' (link2) suggests "Higher specification material exported into China from the USA and Brazil averaged US$229/t CIF and US$203/t CIF respectively which is thought most likely to be material for the clay-coated paper market.Recognising that ADN's grade is superior to paper market material, while remaining conservative, I've adopted the average $/t of those two USD figures supplied. - I've assumed an $AUD/AISC of $180/t, 100% of EBITDA (in lieu of 75% ADN/MEP split) and 100% tax offset due to losses of ADN & MEP.
NPAT is showing some healthy signs: I'd be glad to hear of any updated figures on CIF/AISC as noted these are conservative and assumed, respectively.
General comments/chat, page-31771
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