Imo one of the biggest concerns is a reliable supply chain…Lind can grow very quickly into known markets…FOB and rising revenue while endusers are looking for a reliable supply out side of China…With all the infrastructure in place for room of extra cells to be added along the way…ROM wall width where additional hoppers can be placed for triangulation feed towards the 400tph primary crusher…
It’s a great time to be building a mine where many others have failed to attract funding…Now inflation making that task even less likely…At 100,000 tons Lindi ROM will only become even more profitable…
Transformational year…SBLC being sorted while construction continues with 150 workers on site…Tenesco connection to reduce Rom by upto 50%
Lowest capital intensity per ton product…Highest free cash margins per ton product of US$1200
Regards Croc
Ann: Lindi Jumbo Project Update, page-375
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