ALK 3.41% 42.5¢ alkane resources limited

Highway diversion is to facilitate the OP material which isn't...

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  1. 9,063 Posts.
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    Highway diversion is to facilitate the OP material which isn't scheduled until 26/27 FY so they have time for that to all happen and the 5 year plan still work.

    This seems like the final bad news confession to me. Admission of the high capex and associated AISC next year before things really improve.

    It's still a very good NPV/IRR expansion and forward mine plan. I still think Tomingley alone justifies current MC at a minimum.

    Value ascribed to Boda is the upside variable + gold price movements.
 
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