Drivel, great post !!
To compliment it and just for fun do a couple DCF's !
My understanding on the 260 pricing is a little different but not 100% on the accuracy.
MHM receive 300 for processing and they also estimate that they have 200 bucks in vale of non metal value that they can sell. Take out opex of 75 per t and they could possibly be making 425 per tonne. I am not sure how much the plant processes at full capacity but total slag in aus per year is 25000t so I just use those numbers.
Semantics but I like to get the right inputs.
Out of interest where does 260 per tone come from?
mhm valuation, page-17
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