Dr S.G. and the team seemed very confident on Friday at the AGM that they would get the required finance. Surely this was the message they hoped to convey before releasing the figures in the PFS to the market today. Sure, doesn’t seem like the retail market was convinced - but that doesn’t tell me much (except perhaps that Aussies feeling the pinch grocery shopping these days).
Big numbers in the critical minerals and processing space beyond the capacity of average Joe to get his head around…
For 2b build we get $500m+ EBITDA & another annual $500m+ in opex. The opex alone is $500m injected into the state and associated economies every year - this is gonna make a lot of people a lot of money. The TECH Project involving governments and companies from USA, Australia, Korea & New Caledonia (France).
Market not dreaming big enough. Diamond hands here.
Ann: TECH Project Feasibility Study, page-266
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