Moin,
really Macquarie?
The assumption in the DFS is based on 3 % royalities. What else? It is the regular royality rate in Argentina and without an export licence, which was a long way off at the time of the DFS, it is difficult to assume a different percentage.Strange point of view.
Conversely, if a dubious export surcharge had been included, higher sales prices would have had to be calculated at the same time.What should a DFS have looked like with such a crystal-ball estimate?JP and DJ have pointed out several times in the past that plan A is to obtain an export licence and that higher fees are charged for this like the Australian model.
Apparently Macquarie was only expecting an additional 1.5%, which I think was unrealistic, and is now apparently highly surprised that it is now an incredible, exorbitant 2.5% more? Disaster!
A question for the experts here:What is the additional charge for spodume export in Australia?
Moin,really Macquarie?The assumption in the DFS is based on 3 %...
-
- There are more pages in this discussion • 102 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add GLN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
18.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $85.31M | |||
| Open | High | Low | Value | Volume |
| 18.0¢ | 18.0¢ | 18.0¢ | $58.70K | 326.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 680815 | 17.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.0¢ | 339422 | 10 |
View Market Depth
| Last trade - 10.10am 19/06/2024 (20 minute delay) ? |
| GLN (ASX) Chart |