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14:20
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Originally posted by ozblue
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Being a realist, IMHO the capital cost of $US194m is already horribly out of date. Costs of steel and transport are up through the roof, likewise for energy costs. Any updated DFS should include these much higher costs, meaning that Leo Lithium will have to raise a lot more than most here have thought.
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yet Kodal published a capex of $110m for 2Mtpa plant with floatation just 30km from Goula, maybe our released cost was higher than it should have been? let's wait n see the revised dfs
(20min delay)