Just putting it out there.
The scoping study had a price assumption of 15.344$us/t of NCM 811 precursor.
This is hitting 16715$us/t at the moment in SMM.
The base case is strong.
We need less than 2mt of MSV ore to fill the blank and remove the funding anxiety here.
2021 should see a massive rerate if both Ecopro and the drillbits deliver.
