Perhaps you could share your maths for the uninformed.Mencel...

Perhaps you could share your maths for the uninformed.

Mencel says costs are $125t AUD and revenue is $300t USD. Even if the price halves to $160 USD they make $60m a year at stage 1.5.
600kT per year x 100 margin

One year basically knocks of the capital cost.

if price held here and the margin was 300 Aud then thats 180m revenue dwarfing any capital costs.

debt or equity should achieve the same outcome and less is needed each day because production has started.

the perceived risk must be that the price tanks before the increase in production is achived or the logistics / production are going to be difficult to ... or this thing should be far higher.

I'm happy to be corrected