Something else of interest but its been boring me for a while...
AJM have come out with a study to sell 215 ktpa of concentrate with an opex of A$300/t and a margin of A$350 per tonne and capex of A$130M. Spooky....Yet these margins for Spodumene have only come about in the last few months.
I wonder what other commodity exposure could hit these type of numbers or better but without the need for serious increases in the sales price?
Tick tock tick tock.....
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