General Discussion Topics, page-103505

There is 15000t already sitting at the the port of Quebec, if both shipments aren't for 15000t I'd be very surprised. If I'm remembering correctly they have already stated 30000t shipments a couple times.

The PLL price is likely to be 810 not 900.

That 4500 is just as likely to be closer to 5000.

No disrespect, but it doesn't sound like you've looked into things properly.

US$810 x 15000t = US$12.15m
US$4500 x 15000t = US$67.5m

That's US$80m on what you would call 'generous' assumptions, I don't know if I'd even call them assumptions at this point. That US$4500 price could even be argued as being a bit pessimistic, although this will likely depend on if there are other aspects tied to the OT.