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Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less

Value Hive Podcast

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How to Find the Highest Torque

The first trade where you have, let's just call it like a step function in grade quality, for instance. So instead of five grams, you're pulling out, it's 20 grams. How do you then model that in conjunction with something like production costs? And so are you looking for a high cost producer kind of at the higher end of that cost curve that's also having that inflection in grade quality or do you still want a lower cost per producer that's just not producing higher quality grades? I like another way of asking like, how do you figure out the highest torque? Because you mentioned the marginal producer, so is it marginal also on the cost side of the business?

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