IRD iron road limited
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re: Ann: CEIP - Stage VI Drilling Programme U... Also can do a...

  1. osr1986
    2,828 Posts.
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    18/08/11
    13:01
    Post #: 8839379
    re: Ann: CEIP - Stage VI Drilling Programme U... Also can do a quick compare on the opex.
    GBG has
    $65-68/t (FOB???) at the 10Mtpa case
    compared against IRD
    $59/t FOB for the 12Mtpa case
    GBG comes down to $55-60/t at 16Mtpa.

    I am looking forward to seeing what IRD come up with at the 20Mtpa case. IMHO the opex should come down due to economies of scale.
    IRD Price at posting: 84.0¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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