Michael I was definitely planning to do this. But after somehow completely missing the "deferred" capex component for the Dolphin Project in my original comparison(which obviously makes Mt Carbine look A LOT BETTER than it already did in comparison) and then attempting to detangle the web of how there NPV figure relates to the deferred capex I was thinking it may end up in the too hard basket for now. I was contemplating comparing Mt Carbine OC against the original OC only 2019 Dolphin plan but there is probably not a huge amount of value in that. My latest thought was to just do a high level comparison between Mt Carbine, Dolphin and the Sandong projects but I haven't had the time or drive to do it yet.
EQR Price at posting:
4.9¢ Sentiment: Buy Disclosure: Held
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