Hi kduvey
Whilst acknowledging you don't want to get into a debate. I'd like to understand more on your assumptions of AISC for the starter operation if you're willing to share?
This isn't from a challenging perspective of saying $1100 (USD?) is too low or high, but more from helping me learn more about how to estimate this component of a potential operation.
More specifically are your numbers based on having road access for the starter pit or to all to be done by air (either plane or rotor X type assets)?The uncertainty over the road access and the potential this could have on the project economics and SS when it arrives was one of the factors I built into my decision to de risk over the last couple of days.
For what it's worth I think your input on these threads has been great and I really enjoy your balanced, in-depth and inciteful posts. It was one of your previous posts that gave me the nudge I needed to actually read the entire JORC 2012 guidelines.
Cheers
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