Hi Miningnut, prehaps not the right thread but interested in your view:
- How do you value Stockman in NPV terms?
- Any view on the initial capex required for their proposed 850ktpa processing option of Currawong?
I'm doing a back of the envelope calc and see about A$450/t of recovered revenue from Currawong. I'd expect AIC to be under A$200/t leaving a very healthy FCF margin over a 10 year project.
Thanks in advance.
March quarter predictions, page-30
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