LJ - a Jewel in the Crown, page-46

Hopefully a link to a video will be published so i can rewatch. A couple of points I noted that I think havent been called out:

Golden Swan -

If found today, silver swan would be worth $1bn.
But at current prices it actually would be $1.4bn. Is this an insight into "high margin"??

Their (aspirational) target is to discover half the SS mineralisation. Do the math.

$20m-$30m to refurb the concentrator at BS. However it encompasses a smaller unit which may involve less cost to bring online.

potential for more mineralised vertical structures in other parts of the Southern Terrace

Windarra

Trucking ore a geniune option. I remember from years ago that this option required circa. 40km of road rehab.

LJ

Being talked up and technically reviewed for its exploration potential. All options still on the table.

PH also mentioned the difficulty of finding qualified people to build a concentrator. If this concern holds across the board, then maybe it is better to enter a JV and let someone else be focussed on this.