Yarrabubba First- PFS Q3, decision to mine Q4 8 year LOM, NPV $300m (We have titanium results to add to this as well) Sinosteel will take the full supply of 65 platts Lower Capex and the infrastructure built will be used for ** a nintha We are fully funded through to decision to mine.
Then ** a nintha comes into play.
SPP occurred end of 2020 at 35c, we are seeing churn from this atm.
We are all in agreeance that the $50m MC is currently an absolute bargain considering where TMT are at.
TMT Price at posting:
32.5¢ Sentiment: Buy Disclosure: Held