Look at the announcement ladies and gents ...interesting developments. Essentially getting s04 licenses for f all cost. This will add an additional sizeable deposit to APC. This will be anywhere from 9.5Mt to 24Mt of SOP. My best guess, it would be somewhere in the middle.
What I would like to understand is how does EFA and NAIF funding requirements change considering the increase in sop production from 205,000 tonnes per annum to whatever the increase will be. Do we need to go back to EFA and NAIF to source the residual based on these developments. Does this mean we are essentially scaling up to double in size. How does NPV change due to these developments?
Hopefully MS can answer this one in his next video.
Interesting developments indeed ...
Look at the announcement ladies and gents ...interesting...
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