if we agree on that all needs to be revised higher then play on.
All the arguments coming against me need to set an expectations of what the V205 opex costs are going to be because if its not materially less that the AVL BFS then we should all pack up and go home.
$4-$5 per pound range would be ideal.
If AVL come in higher that $6 per pound then game over.
Everyone needs to remember we are still investing on potential of income until the company further de risks the project with future annucements.
AVL Price at posting:
1.5¢ Sentiment: Buy Disclosure: Held
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