Have a look at the DML AGM presentation, P8. It has companies,...

Have a look at the DML AGM presentation, P8. It has companies, production per annum and C1 cost. Be careful with this page, it shows full productino per annum, not the company share. (e.g. HIG have only a 18.18% interest in the 250,000tpa production)

DML are below 50kt and up the cost curve a little.
HIG are 2017 and 45kt - too late for OZL
MGO are 2015 and 52kt - they are a possabilty
RXM are 2017 - too late for OZL
SFR appears to be the only company that ticks all the boxes and is affordable for OZL (I rule out PNA on the affordability bit).

OZL must be looking at something that is not on the ASX.

HT1