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05/01/15
11:42
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Originally posted by jacob9405
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I will reword what I have written as I assume a presentation by SDL wouldn't state a much higher price then it actually is to ship.
But my question is where does the $20 come from and what does it matter how much you can get it out of the ground for if labor, shipping etc cost so much more and make a $20 tonne into $63 shipped? Why not just state the end price, because cheap African ore seems nearly as expensive as Australia after reading the presentation.
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Above Fob US$ 70/t and considering the drop of Aussie $ below 0.85 , SDL sp could target above 20c IMO...
Also Stage 2 concentrate / pellets could be selling above US $ 100, pls check current price..