Any ideas on what this 1% figure might be, in dollars/year, or cents per share/year?

I'm sure CLf will be exporting untreated ore as well as ferro chrome from their smelter, so likely the net return will be quite substantial, and so will KWGs share.

Of course this gives CLF an incentive to take over all of KWG, but how much of a price differential will this give, compared to SPQ?