I do not get it!
For background, I do not really know how to analyse mine stocks, but I am invested in several mining companies related to the transition to sustainable transportation.
Two days since the release of this scoping study, and no in-depth discussion about any of the underlying assumptions applied in that analysis?!?
I would have thought that each and every one of the major assumptions for this study would been mulled over and discussed here in detail.
$2,380/t cash cost ..... ouch that is a high! wow that is way too optimistic!!! yeah, seems about right close to industry average
Talnode -C base case price $9,375/t.... DFS will never come up with that number! Gee these guys are sooo conservative
Talphene price $15,000/t.... tell 'em they are DREAMING!!! strong demand might show this to be low ball number
$1,246billion capital cost.... DFS could see this 5% or 10% lower, given management track record, expect this figure to blow out to 1.5billion
Lodgement of exploitation permits by mid-2021... given Swedish bureaucracy, September 2021 more realistic, ought to be mere formality
I just thought that there would/ought to be way more discussion focus on some of these numbers. In any case, I guess as far as stated milestones are concerned, we are now able to track management's ability to deliver on their stated goals and the DFS will provide the next iteration of price and cost assumptions, thereby providing an indication on the level of conservatism or aggression for the figures stated in this study.
If anyone with a strong mining background cares to comment on the above, I would be most interested in your thoughts!
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