Canaccord's estimate seems reasonable to me mate. It aligns with peer CAPEX for a similar operation (SDV), and importantly, it doesn't assume that the entire expansion will be funded out of thin air, as your "analysis" does. Don't take my word for it though, wait and see for yourself. The feasibility study is already four months late, so it must be coming any day now. We can pick through the details on release. In the meantime, your detailed CAPEX projections will keep me entertained:
AGY Price at posting:
14.0¢ Sentiment: None Disclosure: Not Held
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