FWIW POZ yesterday in a presentation estimated their OPEX is $A90/t for a 500ktpa operation. Should MAK differ greatly from that? They also said, "a recent rock phosphate price of US$129/tonne CFR west India (CRU Group, September 2009) for 35.25% P2O5 has been recorded"
The presentation was a bit scant on the phosphate demand drivers mind you.
rock phosphate rises to $110 us fob morrocco, page-46
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