While I agree that the CapEx may not reduce by much.... maybe less than $100M.. What we get for that may be a bit different.. Include the Isthmus infra and some work on Cockatoo... This could add up to a few more Mtpa and thus reduce the OpEx.
The first year or so of digging Hardstaff will be a little barren until they get into the "meat" of the ore body ... this could be enhanced by Isthmus and some high grade Cockatoo...
This is way too deep for me atm lol..... hic
PLV Price at posting:
23.9¢ Sentiment: Buy Disclosure: Held