let’s see how this runs. My sentiment is still a STRONG buy. Higher CAPEX and OPEX on the wet end of the plant but let’s not forget there’s a huge cost saving in power demands and CAPEX on the dry side since being clay based we don’t have to blast and then make big rocks into little rock’s then into a slurry.
I’ve worked on clay base uranium plant and clay was passed through a grizzly and straight into a ball mill before being sent to process plant. That’s a massive saving in power and CAPEX not having primary crushing -> secondary crushing -> sag mill. Those are all maintenance heavy equipment and power hungry including a lot of conveyors etc.
