Revised Sconi BFS scandium assumptions

I've just had a look at AUZ's revised Sconi BFS scandium assumption and the big change is that they are now projecting to produce 1441 tons of Sc203 over a 30yr LOM, or an average of 48tpa. Obviously if Sconi were to get up this would have a serious impact on the likelihood of Owendale ever coming to fruition, given forecast Sc302 demand and pricing.

Other assumptions from the revised Sconi BFS of interest:
Sc203 price; US$1000/kg (unchanged)
Project capex; US$974m (unchanged)
Life of Mine; 30 years (up from 18 years)
After tax NPV8; US$580m (up from US$495m)
Pre tax IRR; 20% (down from 21%)
Payback; 4.4 years (down from 5.1 years)

The revised Sconi BFS has been released in support of yet another AUZ capital raise of $5m so it will be interesting to see how that goes...