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Ann: BSOPP Feasibility Study Complete - New 120ktpa Base Case, page-336

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  1. 7,080 Posts.
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    Successful production isn’t going to have the same impact on the SP whilst a CR looms.
    If production is delayed as per SO4 the market will be less forgiving knowing what is known in this announcement.

    Rudi should consider providing more guidance on the operating cost blowouts imo. I think investors would like to know what is potentially reversible once we have a vaccinated and mobile work force (within ASIC limits) There are probably some costs that are commercially sensitive.

    Investors may have to sit tight 6-12 months longer than they were expecting whilst the expansion and its approvals take shape. If you like the story now it should be better then.
 
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