Morning all.
good Ann and all looks on track, albeit late.
C1 US$60 & Breakeven CIF China of $87, is reasonable and gives us some downside protection.
nice low capex of $3.5m could be funded by offtake prepayment.
upside from more high grade around them with Rick chips up to 66%.
stage 1 can start 1 month after FID.
so let’s go guys.
cheers,
ned.
Ann: Staged Production and Lower Capex - Opex for Paulsens East, page-2
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