HAV 11.8% 19.0¢ havilah resources limited

Anyone thought of the effect to CAP or HAV if either project...

  1. 390 Posts.
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    Anyone thought of the effect to CAP or HAV if either project gets up and running first given there is '10Mtpa - 12Mtpa spare capacity' on this rail, so not enough for the two of them?

    If HAV strikes a deal it will be in the best interests of SIMEC to get this project up and running asap to secure that rail capacity...otherwise will be a big impact to NPV and logistics etc. Will be interesting to see if that would scuttle the entire CAP investment?

    Just my thoughts.
 
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