Aclara (TSX) listed just released their scoping study/PEA for their Brazilian ionic clay project Carina. Very useful for predicting MEI's scoping study, as it is a very recent study (inflation taken into account), in Brazil (same location) and same type of process and similar scale. Interested in everyone's thoughts??
OPEX: $13.1 USD/t @setfire2thehive's estimates for MEI look bang on here!
CAPEX: $576m USD for a 9.6 mtpa feed or $60m USD per mtpa feed rate capital intensityI think the amateur broker reports have well undercooked their capex estimates for MEI, assuming $200m USD for a 6 mtpa plant. Based on this capex would be ~$360m USD and that's assuming no scale efficiency losses going down from Carina's ~10 mtpa to the broker's assumed 6 mtpa for MEI.
Aclara (TSX) listed just released their scoping study/PEA for...
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15.5¢ |
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Mkt cap ! $308.4M | |||
| Open | High | Low | Value | Volume |
| 15.5¢ | 16.0¢ | 15.0¢ | $718.6K | 4.638M |
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| No. | Vol. | Price($) |
|---|---|---|
| 36 | 1333518 | 15.0¢ |
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| Price($) | Vol. | No. |
|---|---|---|
| 15.5¢ | 107024 | 1 |
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