Hi Donny, it will be interesting how they set the floor prices,...

Hi Donny, it will be interesting how they set the floor prices, perhaps peruse companies DFS and stated Opex cost and then set floor prices at some percentage above the average of them. I previously wondered whether a 30% premium to Opex cost would be a reasonable level to set it but I guess it will be a while before have specifics.

Also be interesting for graphite on whether they have different floor prices for different flake sizes and then adjustments for other variables (eg purity) and then do they put it all in one big pile or have a lot of little piles of all different specs.

Be fun to be on the committee.