General Discussion Banter GLN, page-14944

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.