Meanwhile, atleast 300,000t per month of Pig Iron from Ukraine is missing from supply - PI currently priced at US$1,050/ton, an increase of 50% in the last 4 weeks!
https://gmk.center/en/posts/global-pig-iron-supply-not-expected-to-improve/
It'll certainly be interesting to to do some back-of-the-envelope calculations on numbers like that (cashflows, NPV, etc), once we see the process design and project financial modelling from TOA Consulting out by the end of June.
I think it was Yabo who made the point that it'll be the TOA Scoping Study that'll provide us our initial guidance, with numbers the ASX will allow us all to hear,
Roll on June!
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