I dug up SYA's revised PFS and updated the comp table accordingly.
I increased BGS' OPEX and CAPEX to be conservative, and kept all spod prices the same. BGS still trumps SYA on all metrics regardless, it doesn't take a genius to see that.
Again, the figures in red are my speculation but I am quite confident that they are within +/- 20% of the figures we get in the PFS due next week which is more accurate than SYA's PFS stated accuracy of +/- 25%.
Also with BGS due for a resource upgrade in the coming weeks and looking like we may see 80 - 90Mt still open in all directions with multiple untested targets to hit, I have included a snapshot of what the figures could look like when producing at 4Mtpa.
- Forums
- Commodities
- SYA BGS comparison
SYA BGS comparison, page-68
-
- There are more pages in this discussion • 48 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Featured News
The Watchlist
EQN
EQUINOX RESOURCES LIMITED.
Zac Komur, MD & CEO
Zac Komur
MD & CEO
SPONSORED BY The Market Online