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18:39
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Originally posted by Dysprosium:
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I had not considered the possibility of capital intensity, that's a good point Sevo, as is the question about resource base - size & shape - which will potentially influence their ability (APC's that is) to sustainably pump over the longer term. I also baulk at the suggestion that it will coost them $34/t to truck their product the ~1,100km to Geraldton. AMN & RWD's numbers were about $90 to $100/t I think.
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A recent announcement by RWD, that was subsequently revised at the request of the ASX, points out some differences in the assumptions used in the financial models.
