gap filled, page-23

I know nothing of Jabiluka.

It's before my time.

My main point of interest (concern) is other RE up and comers have very large deposits that could support very large production facilities (like what GGG has proposed); but they usually top-out around 20kt pa.

Why do others stop at 20kt when there is scope to go bigger? There must be a fundamental reason for this, CapEx, feasibilities, diseconomies of scale, or something else.

What does GGG have that makes them think they are better than the rest of reality. It's not deposit size, because there are others that can support a larger plant for a good minelife.

My guess is that GGG are ignorant of the industry and are throwing out unrealistic numbers.

shall see.

choice