Are you joking? Owen Hegarty? I know well who Owen Hegarty is. When I was a newbie, he was the poster boy in investor magazines but I used to scream on chat sites: sell OX sell its monstrously over valued. Yes. The OX investors got burned very badly.
I just browsed some broker reports on my iPhone
A capital intensity of $350/t is hard the believe. I know HFR don't have infrastructure capex but the mill & mine still cost money and their low grade ore means a big mill.
Did I read right Conocord forecasting 800kt + 750kt per annum?
Personally I am very skeptical of that given the grade is only 19% KCI on average & it is not the purist ore (see my previous posts)
Anyway . As I said, I will wait for the PFS
Also POT sold at $250/t last quarter or so but potash prices are picking up with last Indian sales I recall at $328/t or so
Good luck.
Opex will be high for HFR near $200/t
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