Hey @mickloff, I can't pin-point where 1st Sam got $40/T from right now but I can confirm I've got the exact same figure in my spreadsheet so it must have been in an announcement or graph, guarantee it was from NSL themselves and not 1st Sam.
My cost breakdown is $29/T for 60% IO ex-gate and $11/T for delivery, not sure about the Indian Industry or Imports costs but Imports we've obviously got a delivery cost advantage.
Hope to see you back on the register soon.
IOR Price at posting:
12.0¢ Sentiment: Buy Disclosure: Held