Orwell just remember lynas said high teens cop, 30% fixed 70% variable.
Lets stab at a figure of $17 @ 30% is $5.10 minimum cop. Their claim is that the plant was designed to be productive in 2009 re prices. We are close to those prices but still above and now re outlook is trending up.
i would not be putting concrete number on cop 70% variable is quite substantial imo
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