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.....
Something else of interest but its been boring me for a while......
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