AZY 9.09% 1.2¢ antipa minerals limited

AZY 100% development options, page-50

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    10-20MTPa - a really big beast and hungry for feed. Once the last of the Telfer Cutbacks is done c next year or 24 they are looking to feed in some 2.5 Mt pa from Havieron phase 1. Sorry rubbery figures off the top of my head but whether 10 15 or 20Mtpa, 2-3Mtpa is not going to use its full capacity.

    Phase 2 Havieron probably won't feed the beast either. So NCM have to find feed from somewhere.

    Phase 2 H will presumably require another decline access. Given the problems with the first one they had better allow plenty of time to get it dug with lessons already learned.

    AZY probably want to go stand alone. The resource at Minyari Dome probably makes this possible but is it the best option. Lots of studies needed to come to a decision.
 
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