It is a no brainer the average grade is going to be much higher than the SS, I think it may be closer to 1% as KCZ get deeper, and MSV(s) are added in. Time will tell. It will be quite amazing if KCZ has another cut off date for the PFS MRE, and don't be surprised if that is the case.
They may also need to consider multiple Laboratory location feeding back results, ALS Perth is the bottle neck, then a solution needs to be worked onthe talks of waiting for them to improve their system is not ideal, SA and QLD also have exploration labs capable of turning out results.Some coys I have send samples from Chile to Canada just for the reliability of results.
Very true about retail interest, I am not fretting over this temporary SP stall, only matters if you are selling out, 2021 the jigsaw will come together and bigger players will be happier to pay up with PFS and JV in place, de-risking and strengthening the economics.
That 1xNPV (mine turned on 2023) in cashflow, $3 SP your estimate, that sounded like the earlier case where we are just on the MSV through the 450tpa concentrator, which is Pre new build of I think will be a 6mtpa plant focused the bulk disseminated ore.
