The CAPEX per tonne is actually fairly good considering a lot of the infrastructure was built to support 16-30mtpa. They just did a revision to adjust the OPEX to 65-68 AUD per tonne based on stage I. I don't see how that would almost double Plough, care to provide insight to your calculations?
The issue is the dilution Plough, shareholder value is getting killed. This stock will now struggle to get past $2 based on stage I full production.
afr article righst issue set to launch, page-17
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