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impex to build 20b gas plant in darwin, page-19

  1. 139 Posts.
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    gann, you will never hear AD state OPEX is $100/t. rather he states 'production' in the low hundreds and 'transport' as less that $100. he is treating these as seperate components of OPEX.
    if you want further confirmation of the $200/t figure look at line 5 on slide - margin - and ask yourself if margin is 300/t as stated with sales at 450-500/t how on earth can you say opex is $100? if opex was $100 margin would be 350-400.
    i appreciate you WANT $100 OPEX - I do too - but you aint getting it antyime soon...
 
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