I am interested in this company due to the potential cash flow relative to market cap. It looks like the targeted first coal has been shifted back from q4 2023 to q2 or q3 2024? also the presentation I last read has production cost starting a but over 100 us/t dropping to 85-90 us/t, but I could be wrong.
I need to do more research, however the questions for me are: is the restart fully funded? what are the terms of the trafigura offtake? what are future capital requirements (will the chpp be upgraded to produce sscc)? Does the company have adequate water rights? what is the calibre and intent of the board in regards to returning capital to shareholders? what are the prospects of the mining license being extended to 2033 and beyond?
Does anyone have any insight into the above questions, or tips on where I can find out relevant information?
Ann: Dartbrook Project Update, page-9
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
