nach dem allgemeinen fortgang der Förderung, Contracts, Verkäufe und shipments und Grenzprobleme etc. erhielt ich heute folgende Antwort von Joseph Lee, die mich hinsichtlich der Absatzprobleme, Probleme mit den Off-takes usw. doch einigermaßen
nachdenklich macht , dahingehend, daß wir für die nächste Zeit wohl nicht mit größeren Fortschritten sprich Verkäufen rechnen können.
Hier die mail im original:
Hi Mike,
Thermal coal selling FOB Japan/Korea/China port is ~$95.
However, the cost and logistics of transporting our coal FOB to a Japan/Korea/China port is a nightmare.
The cost of producing and transporting our UO coal to domestic and Russian markets is in the high 20's/low 30's.
The economics of selling thermal coal FOB Japan/Korea/China port at ~$95 still does not work.
With Chandgana coal, since there is very little transportation cost, total cost is expected to be $10 to $12 thus at $15.50/tonne, there is a good margin.
We are trying to get higher prices for our UO coal.
With the Zeltura border crossing, there is a large capex we need to spend to get it open. We are currently considering all the pros and cons first before making a final decision. Plus we need cooperation and commitment from both Russian and Mongolian government, as well as Russian buyers. For instance, we spend $multi-million to get Zeltura open but Russian buyers later change their minds.
A financing may be done in the next 2-4 months.
Regards,
Joseph
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