All the best Out cold, hope it's a good 'n prosperous one.
Keep reading the Duncan Ann. and check what comes out of the sausage machine for the $40kg - firstly, it's a mixed carbonate sans CE, secondly, if you have a look at the CREO volumes against DoE CM report you'll see they represent between 15% and 30%, per element, of anticipated GLOBAL production when added to the LAMP numbers.
Prices dropped since I did the rough calc but the Duncan basket, sans Ce, was approx $120kg a couple of months ago.
CUX Price at posting:
3.7¢ Sentiment: Buy Disclosure: Held