Bit bored while we wait so I've been having a bit of a comparison with the Big Daddy - obviously a disgusting gap between market caps that i am sure will narrow.
Interesting opex comparison with SYR. SYR's opex is half of KNL's and I either don't believe SYR's or KNL's numbers are very conservative.
our processing costs at $277 are life of mine. Looking at page 7 of the last presentation the parameters indicate opex is lom. Does this mean that the grid power is averaged or baked into the BFS or not?
SYR get their own grid power in year 5 and only have processing costs of $83 if it's not baked into their FS i am lost here.
Can anyone pls ask management to clarify whether the $277 is an average lom processing cost and if it includes or excludes grid power coming online?
Also kind of strange our admin cost is way more than theirs!
KNL Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held
(20min delay)