For those wanting some sort of reference, BCN is probably the most appropriate. (I read someone mention SPX, absolutely no comparison - they're head grade is about 15x ours).
Ideally we will be looking at processing closer to 300-500koz. We should also have lower or equal pre-production capex.
Their AISC is enviable but I would imagine we'd have a stronger NPV and likely IRR.
They're currently in production and hit a high of $150mil cap on the way up, so there's obviously solid upside here which is why we're all involved. Takes a lot to get there though. I noticed there isn't much discussion on here regarding management - anyone actually looked into how they've handled this company over the last few years?
Note:
PoG now at A$2700/oz compared to A$1650 used in this PFS.
This is all IMO.
@Corgi have a read.
