I don’t think this clarifies very much.
They tell us the expansion improves the AISC which suggests without expansion the AISC blowout would be even worse for stage 1. Makes me think stage 2 will be far higher than BFS.
Stage 1 capital intensity is now down into the mid to high two thousands. That is still very high.
I can’t see stage 2 being any less than $1500/T.
But it is a far more optimistic preproduction announcement than SO4 put out
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- Ann: Investor Presentation - BSOPP Immediate Expansion to 120ktpa
I don’t think this clarifies very much.They tell us the...
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