Hey there mate. Glad we can now agree on approx $200m required for restart (under CXOs plan).
Quick questions.
You seemed adamant that changes like a fines circuit were required based on site learnings. Are you comfortable with CXO's DMS only plan?
Do you believe CXO will achieve 78% global recoveries from DMS only?
Do you believe Carlton was thrown in there to make the Grants UG start up capex look more palatable. As far as I can tell, it appears Grants will provide just over 1 year of plant feed.
What are you thoughts on the annual production profile (3rd graph in attachments)?
Finally, do you really believe the DMS only plan will be cost competitive against peers' economies of scale and ability to recover additional LiO2 via float?
CXO Price at posting:
9.9¢ Sentiment: Sell Disclosure: Not Held
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