The key factors here are two fold IMO. We've got low iron/ultra low iron product, but what it worth and how big is the market?
1. How much is the premium for low iron and ultra low iron. 256lith says $1500+ / tonne ultra low iron. I'd like some references for that and a handle on low iron value. I've tried to find my own references with no luck.
2. How large is the market for these products. My research says the ceramics and glass market was 232 kt (4% petalite) in 2017. How much of that is low iron and how much ultra low iron? The report I read said this market was forecast to grow to 300 kt by 2027. How is that forecast going? Some more recent analysis of market size would be handy, as the Sibelco agreement would have us at at 43% of the total glass and ceramics 2017 market.
I'm hoping an updated PFS answers both of these questions. If anyone can add info in the meantime, i'd be grateful.
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