"The U price HCO project (assuming the deal gets finalised) requires is $34US atm to be feasible, end of story"
Amazing. Considering PDN put it on C&M when the U price was USD35.50 and C1 costs were USD39.20. Obviously AISC would be significantly higher.
https://www.asx.com.au/asxpdf/20140207/pdf/42mlr46syb3741.pdf
Dilution to cover:
1. C&M until the U price gets o an incentivised level. Imo: well over $50; PDN have not off-loaded the jewel in the crown.
2. Drilling to improve resource confidence (next to zero measured JORC)
3. Process optimisation as ear-marked previously by PDN
Who will be the winners and losers here? Easy to see...
"The U price HCO project (assuming the deal gets finalised)...
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