is the restart fully funded? what are the terms of the trafigura offtake?what are future capital requirements (will the chpp be upgraded to produce sscc)?
Trafigura bailed on them. Vitol are their one-stop shop for financing, offtake etc. See 30 November 2023 and 22 January 2024 announcements for details. They should be fully funded, but you never really know with restart and ramp up risks. Terms are what they could get. The CHPP should do API5/NEWC. They're still evaluating SSCC.
Does the company have adequate water rights? Yes - see 1 May 2023 announcement
what is the calibre and intent of the board in regards to returning capital to shareholders?I don't recall seeing a policy
what are the prospects of the mining license being extended to 2033 and beyond?Extensions have a better track record
AQC Price at posting:
6.8¢ Sentiment: None Disclosure: Not Held
