CXO 3.09% 10.0¢ core lithium ltd

Banter and general comments, page-29426

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    The presentation says drop in production FY25 due 3 month gap feed stockpile, lower recoveries, capacity constraint

    My understanding Bp 33 there no guidance of production included in FY25.. but I think JP Morgan may have included in their research.. ie ... May explain how they came up with 180kt estimate.

    so FID CY24 Q1.. probably March 2024?.. and feasibility study completed in FY25 QTR 1.. June 2025?.. enabling works already commenced..these are surface works . I think you need a shortlist preferred o&m and EPCM do proceed with FID.. to get understanding of Capex requirements..so how long does it build processing plant.. may not be enough time for FY25
    Last edited by ecker: 25/07/23
 
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