Premium for 65% pellet compared to 62% looks well cooked currently, almost $50/ton. And the 62-58% gap is severe also. Might be time for TMT management to look at their end product spec for iron ore. Doubtless any deference of the iron from the tailings will be economic, but how economic will depend on that final spec being popped out. They also mention lookIing at producing a high quality iron ore in the Noosa presentation.
Premium for 65% pellet compared to 62% looks well cooked...
-
- There are more pages in this discussion • 688 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
