I don’t know much about this resource (in fact nothing until this morning!). However, I agree with @Jmax88
Some further thoughts ...
- presume they’ll design the BOSS system for use with this mine as well - so design/construct efficiencies and small marginal cost.
- if/once they do that ... they only need to bother mining when the IO price is high (BOSS paid for by the larger tenement(s))
- Who/what is next tenement to unlock in the region? With base loading of BOSS - what other projects could MIN get on a 50% buy in? Or a straight transport/mining services contract?
It seems clear where CE is driving the next horizon of strategic growth for MIN. I like this business model and I’m very happy to be on board (even if slightly underwater on average ATM).
Let’s see what tomorrow brings!
I don’t know much about this resource (in fact nothing until...
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