Hi Spid, do you think EGR needs to be less conservative in its studies. For example RNU has a SPG selling price price of US$4312 in their feasibility study whereas EGR only uses $US3250.
So RNU forecast selling price over 32% higher than what EGR use.
I believe from info posted by @MrGraphite2 that with recent price rises that prices are currently in the ball park of the EGR prices, but let’s hope they keep rising to the RNU price, will help RNU achieve their estimated NPV whilst providing massive upside for EGR.
But perhaps we should be less conservative in the detail, perhaps many don’t understand or research the differing assumptions.
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