I would start by saying that RNU's CAPEX in the 2019 DFS / 2020 Study for Stage 1 of A$204M for an 825,000tpa operation, before spending a further A$66m in Year 4 to expand to 1.65mtpa is so far out of date now.
IMO Renascor's Stage 1 Optimised Capex will be around the A$310M mark and will be for a throughput of 1.65Mtpa (Doubling the volume of concentrates in Stage 1 from the 2019 DFS).
RNU will additionally Model a Stage 2 expansion in Year 3-4 to extend throughput to approximately 2.5Mtpa (Significant increase from 2019 Study)
As I touched on this morning, our Stage 1 CAPEX will be met via:
1) $185m low interest loan from EFA (60% of CAPEX);
2) $50-75m low interest loan from the Clean Energy Finance Corporation (In-Principle offer already received in April 2021) (20-30% of Capex; and
3) $40-$60m Strategic Placement + Cooperation with POSCO
You might aswell throw the 2019 + 2020 studies in the bin. They are going to get blown out of the park when the expanded DFS drops later this Qtr
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