I don't think the gas business will be part of the DFS with it being part of QPME hence a seperate project. So I'm thinking no effect on CAPEX but a reduction in OPEX will be shown as they will consider it as selling to themselves at cost.
And they said they used the latest quotes, so doubt it would've been some sort of average..
PPI is still high though around the world, and looking at PPI for chemical manufacturing plants then it has also only dropped a couple % points.
All together though and with all the optimisations we should see some nice numbers coming through.
Ann: Debt Financing Update, page-172
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