For sure. So Grants pre-strip is $29.6m, (BP33 was $25m), which is bang on what Yahua will provide ($US20m). Then if we get Primero to build the plant which apparently is $30m of the $43m remaining CAPEX then we are still $13m short plus no buffer and a sub optimal outcome. So really we are say $50m short.
Am I wrong in assuming it is better to own the DMS plant ourselves? We don't really know the deal but as we discussed it would have to be at a way greater than 20% margin. Debt/equity is cheaper.
AGM Feedback, page-41
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