AISC at $11435k USD is the number you want to use for forward projections and ANW's is in AUD so KAS is about 2 grand cheaper in terms of AISC depending on the conversion on any given day, but ANW includes management contingency where as KAS has not so not sure there is a big difference IMO once you account for currency conversion and contigency. Payback for Granville is less than 12 month and taronga doesn't have a DFS yet... not really comparing apples with apples is all i'm saying. KAS is still a ways off production which is my hesitation and they only get a 75% slice of the pie as its not wholly owned, the boss man isn't particularly impressive IMO but thats purely personal.. however tin is tin, and if they can get it up and running then i'm sure folks will do well.
AISC at $11435k USD is the number you want to use for forward...
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