to add some spice to the discussion and not seem like a copy of mondy, who agrees with him on all points: i saw a post on twitter about the capex done so far in stage one which is also aimed at stage two. i discovered a few interesting points.
- the capex/t for stage 1 corresponds to usd 22,061/t
- the capex/t for stage 2 (+ 15,484t) corresponds to usd 20,046/t
- the capex/t for stage 1 + 2 corresponds to usd 20,565/t
- the production rate of 5,367 tons lce pa corresponds to ~26% of stage two production rate of 20,851 tons lce pa
if you calculate the share of capex stage 1 in the share of capex stage 1 + 2, everything below 26% means that it would have been cheaper to start directly with stage 1 + 2. i was particularly surprised by the 'infrastructure' (86%) and 'reagent and filter plant' (47%) areas.
if you calculate the capex/t of the individual areas and reduce the stage 1 production rate from the stage 1 + 2 production rate (20.851t lce - 5.367t lce = 15.484t lce), you get the following figures. all in usd and all /t.
with regard to cost savings, the dfs stage 2 on page 30 states:
maybe this will help someone.
- Forums
- ASX - By Stock
- GLN
- General Discussion Banter GLN
General Discussion Banter GLN, page-14944
-
- There are more pages in this discussion • 859 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add GLN (ASX) to my watchlist
(20min delay)
|
|||||
Last
14.0¢ |
Change
0.010(7.69%) |
Mkt cap ! $70.93M |
Open | High | Low | Value | Volume |
13.0¢ | 14.0¢ | 12.5¢ | $284.5K | 2.130M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 134586 | 13.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
14.5¢ | 430000 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 134586 | 0.135 |
4 | 627692 | 0.130 |
19 | 687478 | 0.125 |
21 | 1540005 | 0.120 |
17 | 1818730 | 0.115 |
Price($) | Vol. | No. |
---|---|---|
0.145 | 430000 | 6 |
0.150 | 285000 | 7 |
0.155 | 390000 | 6 |
0.160 | 710000 | 6 |
0.165 | 39000 | 3 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
GLN (ASX) Chart |
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online