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Deserves new thread WTF is happening?!, page-37

  1. Romann
    2,859 Posts.
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    22/07/24
    13:36
    Post #: 74857290
    China processing alternative looks to hugely reduce CAPEX, likely slightly increase OPEX.

    CAPEX reduction of US$380 M due to not having to build a plant in KSA.


    Sounds like an excellent alternative. In fact a more likely route to cheaper, early production and certainly not a fluff up in KSA IMO.
    Last edited by Romann: 22/07/24
    SRN Price at posting: 0.6¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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