Capex low because Ewoyaa is DMS only (and does not need weather profing) ... look at Moblan with flotation etc.
Ewoyaa is 50/50 for SC6/SC5.5 ... I guess they really want to produce the SC6 for PLL's offtake (nice fellas). Only Greenbushes does SC6 AFAIK ... maybe that's why Moblan is the "Greenbushes of the North".
Well you're going to have to take my word on the shipping or just talk to folks ... wasn't Moblan DFS saying ~US$111/t for transport to port of Quebec City (which is combo truck /rail I believe). Then with a bit of luck you might get FOB or just sell as DAP Quebec City. You can figure it out.
Yes .... like everyone else, Ghana would like to see more of the "value chain" captured in country (good for taxes, jobs etc .... maybe not so much for the corporations margins ... refineries are expensive to build and maintain ... but who looks at that). There was a study down to appease Ghana Gov't ... a refinery would be a fair way off ... insufficient mine life to consider one at present .... want 25 - 30 yrs ideally.
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