Ignore calendar year headings and funding method. Year 3 shows what happens if and when PGM price bounces by 30% from here. Quick and dirty,
Economics could stack up at current prices, esp if long awaited met work shows we can produce a concentrate at low cost. But to get to FID we need bankable supply deficits. They’re coming.
Reckon there could be a much smaller get started plan with much lower capex. But we’re in the dark.
If all current holders spend a few thousands more on POD, what would happen?, page-6
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