PM8 0.00% $1.66 pensana plc

Share price - General Discussion, page-23

  1. 1,929 Posts.
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    Just thought its worth posting this here.

    https://hotcopper.com.au/data/attachments/1991/1991009-a40b924478fabe04c767ad717340b5f2.jpg

    Can already compare mine costs and benefication costs with Longonjo PFS which doesn't differ too much.

    Reason I'm posting it is that my post above included a 20 - 25 % discount on the final oxide price. I had remembered reading the numbers 2 and 5 for Hastings and thus assumed the Ashram PEA aligned with Hastings. Turns out the discount was US$2.50/TREO. This seems significantly lower.

    Additionally, the Ashram PEA included Hydromet costs $t/ROM of $97.09. The Hastings DFS shows Hydromet costs of $16.92/t TREO. No where near the $97 from Ashram.

    So in summary from my above post where I mentioned '$7,500' being way off, I now support that. Definitely do not rely on that number! Will need to browse the Mkango PFS!
 
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