LOT 3.51% 27.5¢ lotus resources limited

Ann: Guidance on Kayelekera Restart, page-23

  1. 207 Posts.
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    agree. since then, there has been massive improvements in offgrid and renewables where the additional capex pays back big on reducing opex. since its a re-start, capex isnt an issue and a renewable energy solution could provide a big gain on opex.

    sounds like they are going to FEED, which is more progressed than a PFS and even a DFS!!! so project development is closer than you may think.

    offtake is the key now as debt/equity parties can securitise the sales contract and fund the project.

    exciting times and I'm buying more
 
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