what I want to see is what AISC the 5Mt, 10Mt and 20Mt options will offer. If the 20Mt delivers lower than $1300aud AISC then this is the way to go. But ALK will need JV partner.
Considering they can't do it right with upgrading 1Mt to 1.5Mt then it is safe to assume they will go bust if they try to go solo even on 5Mt let alone the 20Mt option.
Ann: Revised Kaiser Resource Est Improves Confidence and Grade, page-133
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