VRX 24.3% 5.3¢ vrx silica limited

I have always believed a mix of debt and equity was a better...

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    I have always believed a mix of debt and equity was a better outcome. But either way I don’t think as shareholders it’s going to a big hit. As we don’t have a lot of deals looks like plant and construction will run around 50-55mil.
    From the small amount of info people have found and posted on here I think we will be closer to au$100 a ton from arrowsmith north, price rising since bfs and dollar been good.
    running at au$40-50 expense per ton. Will drop once trainline can be utilised.
    600 tones for the first year and a million after ruffly.
    im not worried about the epa process it will get done, it’s just going though the process. No one here knows the full process of the epa or what the board is dealing with time frames.
    the biggest risk I see is the port. Hard to see what’s happening there

 
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