Well, I already linked to the later NR on the Agreement:
http://www.alkane.com.au/images/pdf/asx/2013/20130717.pdf
But I am 100% sure that there was a later piece of paper out that detailed some capex numbers. Might have been an interview or broker report with input from Alk. I definitely remeber discussing it with Leapzig as to its vagueness ...
Fake edit: Ok, found something:
Agreement outlines the formation of a JV company The TIAG/AZL JV will form a company, initially wholly owned by AZL and using TIAG’s own proprietary processing technology to process DZP niobium concentrate. The JV company will consume all of the DZP’s 3ktpa of niobium concentrate produced, which will be processed into FeNb products for TIAG to exclusively market. TIAG also has the option to earn into 50% of the JV company within three years of its formation. The cost of the JV processing facility has been stated by Alkane’s management to be roughly A$30m, which it anticipates will come from DZP’s contingency of A$166.1m. However, design criteria for this facility have not been finalised and so the final cost is not yet known.
http://www.alkane.com.au/images/pdf/broker/20130801b.pdf
That's cheaper than I remembered, but I think there was another piece of news out later...
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