about 1B per train of 20kt of NCM. 4 trains looks to be the capacity they are talking about initially. predicted staging will be very interesting. rough figures he's throwing out there which will change if the product is coming from Trafigura etc but economy of scale and repeat design will work in our favour in terms of NPV as it scales. he mentions 20-30% increase possible from byproducts PGE's which has been previously stated as up to 20%. wouldn't mind a casual 30% additional revenue if that's what it means... PFS will include the PGE credits so looks like they are progressing favourably here.
BSX Price at posting:
54.5¢ Sentiment: Buy Disclosure: Held
