Fully agree. That spot price made by the BMX indicates a current spot price of about $3,500 AUD per tonne SC6.0 equivalent on a CIF China basis. Dollars are there to be made right now and the sooner Manono gets to some certainty of production the sooner it can start to take advantage of that spot price (but will the funding partner dictate contract prices too greatly to take advantage of spot market pricing?).
Running discussion on SP, page-54574
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