Can anyone shed any light on the changes to the project economics overview referred to above by Empty and presented in the quarterly. Only last week in interviews the CEO was still referring to the NPV of US$888m and EBITDA of US$235.
I can only assume these figures presented yesterday refer to the concentrate sales only and not the later hydroxide conversion. No commentary accompanied it, if this is the case( and I am hoping like hell it is) then this is a major confusion for the market.
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- Ann: March 2019 Quarterly Reports
Ann: March 2019 Quarterly Reports, page-6
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