I'd imagine their spod is different to ours, and that we need the processing exactly how GF have optimised it? The cost to kodal for their cheaper capex in recovery is also substantial from memory. They plan to build further stage from cashflow I think.
If we have stage 2 of Goulamina up and running at nameplate, I don't image the capex will be a problem at all. Be 4 months profit.
Again send half to GanFeng, and half to North America to diversify risk further, we'd be serving three markets in China, Europe & North America.
- Forums
- ASX - By Stock
- LLL
- Dividend Policy
Dividend Policy, page-28
-
-
- There are more pages in this discussion • 21 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 LLL (ASX) to my watchlist
(20min delay)
|
|||||
Last
50.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $605.0M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Featured News
LLL (ASX) Chart |
Day chart unavailable
The Watchlist
1CG
ONE CLICK GROUP LIMITED
Mark Waller, MD
Mark Waller
MD
Previous Video
Next Video
SPONSORED BY The Market Online