I don’t think this clarifies very much.
They tell us the expansion improves the AISC which suggests without expansion the AISC blowout would be even worse for stage 1. Makes me think stage 2 will be far higher than BFS.
Stage 1 capital intensity is now down into the mid to high two thousands. That is still very high.
I can’t see stage 2 being any less than $1500/T.
But it is a far more optimistic preproduction announcement than SO4 put out
- Forums
- ASX - By Stock
- KLL
- Ann: Investor Presentation - BSOPP Immediate Expansion to 120ktpa
Ann: Investor Presentation - BSOPP Immediate Expansion to 120ktpa, page-22
-
- There are more pages in this discussion • 53 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add KLL (ASX) to my watchlist
(20min delay)
|
|||||
Last
$7.28 |
Change
0.000(0.00%) |
Mkt cap ! $2.499M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Featured News
KLL (ASX) Chart |
Day chart unavailable
The Watchlist
JBY
JAMES BAY MINERALS LIMITED
Andrew Dornan, Executive Director
Andrew Dornan
Executive Director
SPONSORED BY The Market Online