i think organic growth of CAPEX is not alarming and for the time being not price sensitive. Most conservative models etc. would have an inflation guidance of 3-4% costs per year on Ewoyaa as it is not due to be in comission until 2026, and maybe 10-15% of mine build i.e $20-30m USD for cost blowout and optimisation. Keith MD has always alluded in wanting a circuit for secondary fine spodumene product and i can imagine with Feldspar DFS etc. There will be some kind of flow through adjustment to be made to plant plans and ore sorting.
IMO anything under $250M USD for a plant this size would be a good result. DFS was $185M USD.
i think organic growth of CAPEX is not alarming and for the time...
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