Yeah sure you may want to know all of that stuff and most of us probably wouldn't mind either. But at the same time I sure as hell wouldn't bank on it meaning KDR won't produce before March/April 2018 ala PLS ( I say as a PLS holder btw - so some objectivity involved)
Personally my guess is somewhere in the USD$300-400 mark for that time we are using the POS plant. However if you are selling for USD$900 a tonne and making margins of $500 on what should be a 300kt production profile that is a tidy $150m p.a.
So let's say they get $50m of upfront payments for year 1. That pretty much gets site works, FS study and POS refit done easily enough in my opinion. You then have $100m of income coming in. Add to that some debt funding and you have a 2Mt plant built probably 21 months into production. From there if demand dictates you add a second 2Mt train to bring production to 4Mt in probably 36 months.
So my guess would be look for KDR to be a 4Mtpa production profile at USD$250/t by December 2019.
All IMO only
KDR Price at posting:
58.0¢ Sentiment: Buy Disclosure: Held