Indeed the outcome of DFS is some 60k/y higher production for ALL albeit 6 moth lower LOM.LOM is irrelevant though, because ALL has 5 years production from indicated category resources. This means that for 5 years, they have ample time to double and more reserves with cash generated from mining. To counter higher production ALL needs some $30millions more capex, but in reality only $15millions is needed for DMS pre production, to generate $107 plus $64 millions early revenue (77.5%/ALL)Finally current DFS is · C1 cash operating costs of US$377/t of concentrate Free-On-Board ("FOB") Ghana Port, after by-product credits from conventional open cut mining operation; All in Sustaining Cost ("AISC") of US$610/ whereas PFS was All In Sustaining Cost (AISC)US$/t460=================Profitability alone higher AISC would add $26million/y costs but 60k/t higher production at US$1,587/t CS6 would bring in $95millions more or net $69millions EBITDA per year. These are simplistic calculations and I welcome any additional info....But imo the new DFS as improved the funding requirement situation and the profitability/value of ALL. Other factors to mention are training of staff with DMS de-risking ramp-up production and possibly speeding up the Mining License process, due to starting with a simpler MDS plant....?!
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