The sustaining cap ex figures i would use are $300 m for 1h Fy 26 to finish off Onslow repair, and then $150 m for each half after that, so i have $450 cap ex in Fy 26, then $300 m cap ex in each of Fy 27 and Fy 28. This is just the sustaining cap ex figure. Keep growth cap ex completely separate, and it only occurs if they do new projects with then new earnings revenue streams.
To get to 50 m t pa, i think the only main expense they incur is increasing the triple trucks from 140 to 200, and they should increase the stoarge facility to 440 m tonnes, (or 4 days of supply), so they don't lose prodn with windy weather. Does anyone know how much one of those triple trucks costs? And how much to increase the stoarge facility to 440 m tonnes.
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$20.69 Sentiment: Buy Disclosure: Held
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