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12:44
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Originally posted by binwood
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Yep 50% interest. So basically initial expectation is something like 75kt of production as their half of the 1.2Mtpa. Plans to add a secondary fines circuit to improve recovery and get them to somewhere closer to 200kt of spod per year (100kt as 50%). Resource is bigger they just did things backwards and went for production before drilling the resource out. Total project still only at a MC of $300m and carrying no debt. They should be able to increase output in future years just like PLS and AJM.
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not having looked at all at taw, this assessment is still based on what is known, not counting the anticipated news for AJM, right? Or have you already factor that in?
