thanks Rooks,
Your numbers make sense, we will know more when the company updates the market.
I hope your figures are more accurate than mine, that’s for sure!
Figures I have used which some could be different to actual and yours are:
March 62% average price: $US165
Lump/HG ore premium: $US15-25 (hopefully higher)
Royalty 7.5% And Marketing 1%, off gross price
Shipping $US15 wmt (PFS 13.50)
WMT/DMT conv: 8% (PFS 5% I believe)
C1 costs: range $AUD76-95
In a nutshell, ebitda range $19.8mil-26.3mil for 204k dmt shipped in March 21, with $23.3mil my guess.
But hopefully could be as high as $145 per dmt for 210k dmt. Hope that makes sense and hope the figures/variables are in the right ballpark.
next boat, page-542
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