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
- General Discussion Banter GLN
to add some spice to the discussion and not seem like a copy of...
-
- There are more pages in this discussion • 634 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
14.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $69.67M |
Open | High | Low | Value | Volume |
14.5¢ | 15.0¢ | 14.0¢ | $63.04K | 435.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 170587 | 14.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
15.0¢ | 294916 | 16 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 170587 | 0.145 |
25 | 465264 | 0.140 |
11 | 534700 | 0.135 |
12 | 536100 | 0.130 |
9 | 707134 | 0.125 |
Price($) | Vol. | No. |
---|---|---|
0.150 | 294916 | 16 |
0.155 | 173217 | 5 |
0.160 | 265839 | 13 |
0.165 | 457500 | 9 |
0.170 | 104500 | 2 |
Last trade - 10.48am 26/07/2024 (20 minute delay) ? |
Featured News
GLN (ASX) Chart |