Agree, I am expecting the PFS to provide better comparison data on what they think a wholesale price for OHD will be (and possibly retail price, but at least a wholesale price) and how that compares to competitor products. Obviously required IMO in a bankable study if you are seeking third party funding, which I suspect would be one of the aims of a PFS. The data in your post, which I have seen in the past, does suggest that there will be a difference, and a big difference, so I would expect uptake of OHD if growth rates are similar or slightly better than traditional applications if OHD production costs per litre are at 9c per litre (because that IMO might give a base to have a wholesale price less than your competitors, but obviously just a guess by me so hoping the PFS addresses this and I would expect it to. All IMO.
On the other share, sometimes you just get lucky. I just hope we get lucky here too, but GPP needs to meet some timelines to get some momentum back here IMO.
Seeing the chinese enter in AGY and AVZ, I would think GPP should aim to get a move-along at Morabisi. It seems to me the Chinese are seeking to vertically integrate into the upstream mining assets but not all prospective deposits will get up in the window of opportunity so a move is needed here on exploration.
All IMO
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Agree, I am expecting the PFS to provide better comparison data...
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