On the debate over tolling versus building our own plant, any option that allows us to hold onto 100% (or as near as possible) of what we have got here at Minyari-WACA is a good option
That said we are sitting ducks at this price level and need to get monetizing the asset asap to get that sp up higher, so the quickest route to cash flows is good in my book
Because we do not know how big this is going to get yet, it almost seems that every time they stick a hole in the ground they find gold
But given that the global economy is going through a rough patch, it is not a good time to be taking risks with hefty borrowings, and it seems that it might be quite difficult to get staff for any new plant
All of which points towards tolling I suppose, providing Telfer plant does not need too much investment to handle the Minyari ore
e.g. would Telfer be able to handle the cobalt without difficulty, not sure if they are already set up for that?
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