At this stage Grants will run out end cy25…production from bp33 forecast to start cy 2026 provided FID is a go. I saw they are saying 3 months end cy25 ore lag, all considered which is of concern but not a deal breaker. I suppose we will have to wait for the FID to see a sharpened pencil version of the expected C1 costs but being it is UG I am expecting higher so SPOD price will be critical for this one it seems. If it stays around 3000usd/t spod we should be good but below that may get a bit tighter.
GL
T
Banter and general comments, page-31575
Add CXO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
9.5¢ |
Change
-0.003(3.06%) |
Mkt cap ! $203.0M | |||
| Open | High | Low | Value | Volume |
| 9.7¢ | 10.0¢ | 9.4¢ | $1.266M | 13.10M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 1264445 | 9.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.6¢ | 600000 | 2 |
View Market Depth
| Last trade - 16.10pm 17/09/2024 (20 minute delay) ? |
| CXO (ASX) Chart |