AJM production expected to be 220kt. TAW expected production once second DMS circuit is in place expected to be 200kt.
AJM costs expected to be AUD$315/t. TAW's estimated at $500+ but based on tiny LOM. I expect real costs will be around AUD$400 or less given higher grade and tantalum circuit to provide credits.
AJM have 40Mt JORC. TAW at 25Mt but have a lot of exploration potential left (AJM probably does too)
AJM USD$110m debt. TAW no debt
AJM 100% owned. TAW 50% owned
AJM MC $550m, TAW MC of $180m
Think that covers a lot of the comparisons.
ajm v taw, page-2
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