With $1500 Opex how are you going to support commissioning and ramp up??
Where is the money coming from??
I told kicker on the 18-1-23 that a massive Capex rise was incoming.
The next day the company announced just that.
The opex modelling here is looking like an utter train crash if you are full steam ahead in the current environment.
What’s the plan???
Whats the companies opex numbers look like?? That’s right no updated numbers released.
Happy to debate the opex and how LTR is going to get around the current $850 USD T environment, when lower cost operators are holding back supply.
LTR is a Stranded asset.
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