Ann: Early Start Program Commences in China, Tanzania and Perth, page-67

Hi Nenz being able to differentiate from project to project is prudent while expandable markets are limited in nature our distribution is under pinned by expandable and niche market materials. Other large economy of scale projects combined with high ROM and high capex are underpinned by vanilla and refractory market. Some of these do have large flake in the make up of basket but suffer from material obstacles such as finance twined with vanilla markets. They need to compete with SYR price tension on start up. Not ideal I must say as @42trader touched on this earlier with naming @unicrumba has better understanding of not achieving finance.

The one thing that stands out is they can not compete with our low capex low ROM project from a modest base. Starting with a low base and building into known markets where high NPV will be delivered. It's not factored in yet....


Figures are hard to ignore....while we only start with 40 TPA with redundancy in plant at 60 TPA IMO. I base this off DFS nameplate design from 15% grades and 300,000 TPA thru put's. Life of mine at 17.9% TGC

Quite remarkable what is going on here...and it's NLN with Wow factor...

Croc